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
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
SELL
$121.58 - $136.74 $58,844 - $66,182
-484 Reduced 0.6%
80,175 $10.9 Million
Q1 2025

May 13, 2025
SELL
$128.74 - $138.67 $358,798 - $386,473
-2,787 Reduced 3.34%
80,659 $10.9 Million
Q4 2024

Feb 03, 2025
BUY
$131.66 - $144.0 $41,999 - $45,936
319 Added 0.38%
83,446 $11 Million
Q3 2024

Nov 14, 2024
SELL
$125.95 - $142.04 $481,632 - $543,160
-3,824 Reduced 4.4%
83,127 $11.8 Million
Q2 2024

Aug 09, 2024
SELL
$124.6 - $132.46 $338,413 - $359,761
-2,716 Reduced 3.03%
86,951 $11.1 Million
Q1 2024

Apr 19, 2024
SELL
$122.28 - $131.24 $164,099 - $176,124
-1,342 Reduced 1.47%
89,667 $11.8 Million
Q4 2023

Jan 11, 2024
SELL
$110.2 - $125.58 $167,504 - $190,881
-1,520 Reduced 1.64%
91,009 $11.4 Million
Q3 2023

Oct 25, 2023
SELL
$115.01 - $127.58 $506,734 - $562,117
-4,406 Reduced 4.55%
92,529 $10.6 Million
Q2 2023

Aug 08, 2023
SELL
$117.3 - $124.97 $30,615 - $32,617
-261 Reduced 0.27%
96,935 $11.9 Million
Q1 2023

Apr 26, 2023
BUY
$117.74 - $132.18 $343,212 - $385,304
2,915 Added 3.09%
97,196 $12 Million
Q4 2022

Feb 02, 2023
SELL
$112.65 - $131.57 $425,253 - $496,676
-3,775 Reduced 3.85%
94,281 $11.8 Million
Q3 2022

Oct 13, 2022
BUY
$111.5 - $132.34 $187,654 - $222,728
1,683 Added 1.75%
98,056 $10.9 Million
Q2 2022

Jul 22, 2022
BUY
$114.07 - $132.3 $1.23 Million - $1.42 Million
10,768 Added 12.58%
96,373 $11.4 Million
Q1 2022

May 10, 2022
BUY
$121.65 - $130.75 $502,901 - $540,520
4,134 Added 5.07%
85,605 $11 Million
Q4 2021

Jan 14, 2022
SELL
$118.81 - $129.12 $163,838 - $178,056
-1,379 Reduced 1.66%
81,471 $10.5 Million
Q3 2021

Oct 14, 2021
BUY
$117.12 - $125.76 $44,974 - $48,291
384 Added 0.47%
82,850 $9.74 Million
Q2 2021

Jul 14, 2021
SELL
$118.74 - $127.47 $81,455 - $87,444
-686 Reduced 0.82%
82,466 $10.1 Million
Q1 2021

Apr 23, 2021
SELL
$104.47 - $119.79 $1.39 Million - $1.59 Million
-13,280 Reduced 13.77%
83,152 $9.81 Million
Q4 2020

Jan 22, 2021
SELL
$91.76 - $107.36 $401,541 - $469,807
-4,376 Reduced 4.34%
96,432 $10.2 Million
Q3 2020

Nov 05, 2020
SELL
$88.24 - $98.33 $624,121 - $695,488
-7,073 Reduced 6.56%
100,808 $9.32 Million
Q2 2020

Jul 15, 2020
SELL
$76.15 - $100.68 $509,443 - $673,549
-6,690 Reduced 5.84%
107,881 $9.84 Million
Q1 2020

Apr 10, 2020
SELL
$68.26 - $108.76 $156,178 - $248,842
-2,288 Reduced 1.96%
114,571 $9.15 Million
Q4 2019

Jan 13, 2020
SELL
$98.73 - $107.77 $152,439 - $166,396
-1,544 Reduced 1.3%
116,859 $12.6 Million
Q3 2019

Oct 29, 2019
BUY
$101.59 - $103.8 $1.2 Million - $1.23 Million
11,843 Added 11.11%
118,403 $12.1 Million
Q2 2019

Jul 10, 2019
BUY
N/A
1,135 Added 1.08%
106,560 $10.8 Million
Q1 2019

Apr 10, 2019
BUY
N/A
3,293 Added 3.22%
105,425 $10.5 Million
Q4 2018

Jan 15, 2019
BUY
N/A
2,729 Added 2.75%
102,132 $9.14 Million
Q3 2018

Oct 09, 2018
BUY
N/A
4,279 Added 4.5%
99,403 $9.74 Million
Q2 2018

Jul 13, 2018
SELL
N/A
-673 Reduced 0.7%
95,124 $8.82 Million
Q1 2018

May 25, 2018
BUY
N/A
41 Added 0.04%
95,797 $8.74 Million
Q1 2018

Apr 20, 2018
SELL
N/A
-16,382 Reduced 14.61%
95,756 $8.86 Million
Q4 2017

Jan 18, 2018
SELL
N/A
-5,566 Reduced 4.73%
112,138 $10.6 Million
Q3 2017

Oct 13, 2017
BUY
N/A
117,704
117,704 $10.8 Million

Others Institutions Holding SDY

# of Institutions
1,338
Shares Held
71M
Call Options Held
77.7K
Put Options Held
26.9K
View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

SDY Quotes by TradingView
  • Ticker SDY
  • Sector ETFs
  • Industry ETFs
More about SDY
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