Holistic Financial Partners Spdr Series Tr Spdr S&P Divide Transaction History

Holistic Financial Partners

  • $237 Million
  • Q3 2025

A detailed history of Holistic Financial Partners transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Holistic Financial Partners holds 4,154 shares of SDY stock, worth $574,165. This represents 0.25% of its overall portfolio holdings.

Number of Shares
4,154
Previous 4,185 0.74%
Holding current value
$574,165
Previous $568,000 2.29%
% of portfolio
0.25%
Previous 0.26%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
SELL
$136.48 - $142.97 $4,230 - $4,432
-31 Reduced 0.74%
4,154 $581,000
Q2 2025

Aug 05, 2025
BUY
$121.58 - $136.74 $607 - $683
5 Added 0.12%
4,185 $568,000
Q1 2025

May 06, 2025
BUY
$128.74 - $138.67 $2,703 - $2,912
21 Added 0.5%
4,180 $567,000
Q4 2024

Feb 04, 2025
SELL
$131.66 - $144.0 $1,448 - $1,584
-11 Reduced 0.26%
4,159 $549,000
Q3 2024

Nov 07, 2024
SELL
$125.95 - $142.04 $41,185 - $46,447
-327 Reduced 7.27%
4,170 $592,000
Q2 2024

Jul 30, 2024
SELL
$124.6 - $132.46 $10,715 - $11,391
-86 Reduced 1.88%
4,497 $571,000
Q1 2024

May 08, 2024
BUY
$122.28 - $131.24 $2,567 - $2,756
21 Added 0.46%
4,583 $601,000
Q4 2023

Feb 12, 2024
SELL
$110.2 - $125.58 $25,456 - $29,008
-231 Reduced 4.82%
4,562 $570,000
Q3 2023

Nov 08, 2023
BUY
$115.01 - $127.58 $20,816 - $23,091
181 Added 3.92%
4,793 $551,000
Q2 2023

Aug 09, 2023
BUY
$117.3 - $124.97 $4,105 - $4,373
35 Added 0.76%
4,612 $565,000
Q1 2023

May 04, 2023
BUY
$117.74 - $132.18 $4,003 - $4,494
34 Added 0.75%
4,577 $566,000
Q4 2022

Feb 07, 2023
BUY
$112.65 - $131.57 $3,604 - $4,210
32 Added 0.71%
4,543 $568,000
Q3 2022

Nov 09, 2022
BUY
$111.5 - $132.34 $3,345 - $3,970
30 Added 0.67%
4,511 $503,000
Q2 2022

Aug 02, 2022
BUY
$114.07 - $132.3 $3,193 - $3,704
28 Added 0.63%
4,481 $532,000
Q4 2021

Feb 11, 2022
BUY
$118.81 - $129.12 $118 - $129
1 Added 0.02%
4,453 $575,000
Q2 2021

Aug 13, 2021
BUY
$118.74 - $127.47 $118 - $127
1 Added 0.02%
4,452 $544,000
Q1 2021

May 11, 2021
SELL
$104.47 - $119.79 $18,073 - $20,723
-173 Reduced 3.74%
4,451 $525,000
Q4 2020

Feb 10, 2021
BUY
$91.76 - $107.36 $91 - $107
1 Added 0.02%
4,624 $490,000
Q2 2020

Aug 13, 2020
SELL
$76.15 - $100.68 $14,544 - $19,229
-191 Reduced 3.97%
4,623 $422,000
Q1 2020

May 05, 2020
SELL
$68.26 - $108.76 $11,399 - $18,162
-167 Reduced 3.35%
4,814 $384,000
Q3 2019

Nov 07, 2019
SELL
$101.59 - $103.8 $1,320 - $1,349
-13 Reduced 0.26%
4,981 $510,000
Q2 2019

Aug 07, 2019
SELL
N/A
-387 Reduced 7.19%
4,994 $504,000
Q1 2019

May 07, 2019
SELL
N/A
-519 Reduced 8.8%
5,381 $535,000
Q4 2018

Feb 11, 2019
SELL
N/A
-34 Reduced 0.57%
5,900 $528,000
Q3 2018

Nov 05, 2018
BUY
N/A
5,934 New
5,934 $581,000
Q2 2018

Aug 14, 2018
SELL
N/A
-7,539 Closed
0 $0
Q1 2018

May 14, 2018
SELL
N/A
-1,718 Reduced 18.56%
7,539 $688,000
Q4 2017

Feb 09, 2018
BUY
N/A
9,257
9,257 $875,000

Others Institutions Holding SDY

# of Institutions
1,354
Shares Held
70.6M
Call Options Held
59.5K
Put Options Held
29.7K
View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

SDY Quotes by TradingView
  • Ticker SDY
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