Genesis Private Wealth, LLC Spdr Series Tr Spdr S&P Divide Transaction History
Genesis Private Wealth, LLC
- $212 Billion
- Q2 2025
A detailed history of Genesis Private Wealth, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Genesis Private Wealth, LLC holds 3,835 shares of SDY stock, worth $539,431. This represents 0.25% of its overall portfolio holdings.
Number of Shares
3,835
Previous 4,292
10.65%
Holding current value
$539,431
Previous $582 Million
10.61%
% of portfolio
0.25%
Previous 0.31%
Shares
3 transactions
Others Institutions Holding SDY
# of Institutions
1,341Shares Held
71.1MCall Options Held
77.7KPut Options Held
26.9K-
Bank Of America Corp Charlotte, NC7.4MShares$1.04 Billion0.08% of portfolio
-
Morgan Stanley New York, NY4.77MShares$671 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.13MShares$441 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.01MShares$424 Million0.14% of portfolio
-
Joel Isaacson & Co., LLC2.64MShares$372 Million15.04% of portfolio