Litman Gregory Wealth Management LLC Spdr Series Tr Spdr S&P Divide Transaction History
Litman Gregory Wealth Management LLC
- $1.33 Billion
- Q3 2025
Shares
2 transactions
Others Institutions Holding SDY
# of Institutions
1,347Shares Held
70.5MCall Options Held
77.7KPut Options Held
26.9K-
Bank Of America Corp Charlotte, NC7.4MShares$1.02 Billion0.08% of portfolio
-
Morgan Stanley New York, NY4.77MShares$655 Million0.04% of portfolio
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Raymond James Financial Inc St. Petersburg, FL3.13MShares$430 Million0.15% of portfolio
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Lpl Financial LLC Fort Mill, SC3.01MShares$413 Million0.14% of portfolio
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Joel Isaacson & Co., LLC2.67MShares$366 Million13.96% of portfolio