Legacy Financial Group LLC Spdr Series Tr Spdr S&P Divide Transaction History

Legacy Financial Group LLC

$591 Million
Q2 2025

A detailed history of Legacy Financial Group LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Legacy Financial Group LLC holds 286,592 shares of SDY stock, worth $39.6 Million. This represents 6.58% of its overall portfolio holdings.

Number of Shares

286,592

Previous 368,348 22.2%

Holding current value

$39.6 Million

Previous $49.5 Million 21.36%

% of portfolio

6.58%

Previous 8.72%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	SELL	$121.58 - $136.74 $9.94 Million - $11.2 Million	-81,756 Reduced 22.2%	286,592 $38.9 Million
Q1 2025 Apr 09, 2025	SELL	$128.74 - $138.67 $1.16 Million - $1.25 Million	-9,020 Reduced 2.39%	368,348 $49.5 Million
Q4 2024 Jan 21, 2025	BUY	$131.66 - $144.0 $406,566 - $444,672	3,088 Added 0.83%	377,368 $49.9 Million
Q3 2024 Oct 15, 2024	BUY	$125.95 - $142.04 $365,380 - $412,058	2,901 Added 0.78%	374,280 $53.2 Billion
Q2 2024 Jul 17, 2024	SELL	$124.6 - $132.46 $2.77 Million - $2.94 Million	-22,215 Reduced 5.64%	371,379 $47.2 Billion
Q1 2024 Apr 10, 2024	BUY	$122.28 - $131.24 $45.3 Million - $48.6 Million	370,094 Added 1574.87%	393,594 $51.7 Billion
Q4 2023 Jan 22, 2024	SELL	$110.2 - $125.58 $41.6 Million - $47.4 Million	-377,201 Reduced 94.14%	23,500 $2.94 Billion
Q3 2023 Oct 24, 2023	BUY	$115.01 - $127.58 $943,427 - $1.05 Million	8,203 Added 2.09%	400,701 $46.1 Million
Q2 2023 Jul 24, 2023	SELL	$117.3 - $124.97 $9.92 Million - $10.6 Million	-84,597 Reduced 17.73%	392,498 $48.1 Million
Q1 2023 Apr 21, 2023	BUY	$117.74 - $132.18 $2.42 Million - $2.71 Million	20,517 Added 4.49%	477,095 $59 Million
Q4 2022 Jan 26, 2023	BUY	$112.65 - $131.57 $7.05 Million - $8.23 Million	62,586 Added 15.89%	456,578 $0
Q3 2022 Oct 13, 2022	BUY	$111.5 - $132.34 $1.83 Million - $2.18 Million	16,438 Added 4.35%	393,992 $43.9 Million
Q2 2022 Jul 08, 2022	BUY	$114.07 - $132.3 $486,280 - $563,994	4,263 Added 1.14%	377,554 $44.8 Million
Q1 2022 Apr 12, 2022	BUY	$121.65 - $130.75 $12.6 Million - $13.6 Million	103,687 Added 38.46%	373,291 $47.8 Million
Q4 2021 Jan 20, 2022	SELL	$118.81 - $129.12 $10.3 Million - $11.2 Million	-86,863 Reduced 24.37%	269,604 $35.1 Million
Q3 2021 Oct 22, 2021	BUY	$117.12 - $125.76 $1.42 Million - $1.53 Million	12,165 Added 3.53%	356,467 $41.9 Million
Q2 2021 Jul 20, 2021	BUY	$118.74 - $127.47 $6.51 Million - $6.99 Million	54,824 Added 18.94%	344,302 $42.1 Million
Q1 2021 Apr 26, 2021	BUY	$104.47 - $119.79 $10.7 Million - $12.3 Million	102,467 Added 54.79%	289,478 $34.2 Million
Q4 2020 Jan 28, 2021	BUY	$91.76 - $107.36 $17.2 Million - $20.1 Million	187,011 New	187,011 $19.8 Million

Others Institutions Holding SDY

# of Institutions

1,355

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

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 Legacy Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Financial Group LLC with notifications on news.

Account

Legacy Financial Group LLC Spdr Series Tr Spdr S&P Divide Transaction History