Kovitz Investment Group Partners, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Kovitz Investment Group Partners, LLC

  • $18.2 Billion
  • Q1 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 20,186 shares of SDY stock, worth $2.72 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
20,186
Previous 20,186 -0.0%
Holding current value
$2.72 Million
Previous $2.74 Million -0.0%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$128.74 - $138.67 $7,466 - $8,042
-58 Reduced 0.29%
20,186 $2.74 Million
Q4 2024

Feb 14, 2025
SELL
$131.66 - $144.0 $89,002 - $97,344
-676 Reduced 3.23%
20,244 $2.67 Million
Q3 2024

Nov 14, 2024
BUY
$125.95 - $142.04 $1.94 Million - $2.19 Million
15,432 Added 281.2%
20,920 $2.97 Million
Q2 2024

Aug 14, 2024
BUY
$124.6 - $132.46 $32,520 - $34,572
261 Added 4.99%
5,488 $697,000
Q1 2024

May 14, 2024
BUY
$122.28 - $131.24 $639,157 - $685,991
5,227 New
5,227 $685,000

Others Institutions Holding SDY

# of Institutions
1,321
Shares Held
71.4M
Call Options Held
48.3K
Put Options Held
39.7K
View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

SDY Quotes by TradingView
  • Ticker SDY
  • Sector ETFs
  • Industry ETFs
More about SDY
Track This Portfolio

Track Kovitz Investment Group Partners, LLC Portfolio

Follow Kovitz Investment Group Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kovitz Investment Group Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kovitz Investment Group Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email