High Net Worth Advisory Group LLC Spdr Series Tr Spdr S&P Divide Transaction History

High Net Worth Advisory Group LLC

$359 Million
Q2 2025

A detailed history of High Net Worth Advisory Group LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, High Net Worth Advisory Group LLC holds 8,946 shares of SDY stock, worth $1.24 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

8,946

Previous 8,938 0.09%

Holding current value

$1.24 Million

Previous $1.2 Million 1.17%

% of portfolio

0.34%

Previous 0.35%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	BUY	$121.58 - $136.74 $972 - $1,093	8 Added 0.09%	8,946 $1.21 Million
Q1 2025 Apr 09, 2025	SELL	$128.74 - $138.67 $23,301 - $25,099	-181 Reduced 1.98%	8,938 $1.2 Million
Q4 2024 Jan 21, 2025	BUY	$131.66 - $144.0 $1,184 - $1,296	9 Added 0.1%	9,119 $1.2 Million
Q3 2024 Oct 11, 2024	BUY	$125.95 - $142.04 $755 - $852	6 Added 0.07%	9,110 $1.29 Million
Q2 2024 Jul 17, 2024	SELL	$124.6 - $132.46 $36,383 - $38,678	-292 Reduced 3.11%	9,104 $1.16 Million
Q1 2024 Apr 11, 2024	BUY	$122.28 - $131.24 $3,668 - $3,937	30 Added 0.32%	9,396 $1.23 Million
Q4 2023 Jan 08, 2024	BUY	$110.2 - $125.58 $64,907 - $73,966	589 Added 6.71%	9,366 $1.17 Million
Q2 2023 Jul 07, 2023	BUY	$117.3 - $124.97 $1,524 - $1,624	13 Added 0.15%	8,777 $1.08 Million
Q1 2023 Apr 20, 2023	BUY	$117.74 - $132.18 $3,885 - $4,361	33 Added 0.38%	8,764 $1.08 Million
Q3 2022 Oct 24, 2022	BUY	$111.5 - $132.34 $111 - $132	1 Added 0.01%	8,731 $973,000
Q2 2022 Aug 10, 2022	SELL	$114.07 - $132.3 $7,642 - $8,864	-67 Reduced 0.76%	8,730 $1.04 Million
Q1 2022 May 13, 2022	SELL	$121.65 - $130.75 $129,435 - $139,118	-1,064 Reduced 10.79%	8,797 $1.13 Million
Q4 2021 Apr 27, 2022	BUY	$118.81 - $129.12 $1.17 Million - $1.27 Million	9,861 New	9,861 $1.29 Million

Others Institutions Holding SDY

# of Institutions

1,337

Shares Held

70.4M

Call Options Held

48.3K

Put Options Held

37.9K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
Sector ETFs
Industry ETFs

More about SDY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of High Net Worth Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on High Net Worth Advisory Group LLC with notifications on news.

Account

High Net Worth Advisory Group LLC Spdr Series Tr Spdr S&P Divide Transaction History