Forvis Wealth Advisors, LLC Spdr Series Tr Spdr S&P Divide Transaction History
Forvis Wealth Advisors, LLC
- $4.41 Billion
- Q2 2025
A detailed history of Forvis Wealth Advisors, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 80,175 shares of SDY stock, worth $11.2 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
80,175
Previous 80,659
0.6%
Holding current value
$11.2 Million
Previous $10.9 Million
0.56%
% of portfolio
0.25%
Previous 0.27%
Shares
33 transactions
Others Institutions Holding SDY
# of Institutions
1,338Shares Held
71MCall Options Held
77.7KPut Options Held
26.9K-
Bank Of America Corp Charlotte, NC7.4MShares$1.03 Billion0.08% of portfolio
-
Morgan Stanley New York, NY4.77MShares$665 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.13MShares$437 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.01MShares$419 Million0.14% of portfolio
-
Joel Isaacson & Co., LLC2.64MShares$368 Million15.04% of portfolio