Navis Wealth Advisors, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Navis Wealth Advisors, LLC

$116 Million
Q2 2025

A detailed history of Navis Wealth Advisors, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 5,537 shares of SDY stock, worth $776,841. This represents 0.65% of its overall portfolio holdings.

Number of Shares

5,537

Previous 6,535 15.27%

Holding current value

$776,841

Previous $886,000 15.24%

% of portfolio

0.65%

Previous 0.89%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$121.58 - $136.74 $121,336 - $136,466	-998 Reduced 15.27%	5,537 $751,000
Q1 2025 Apr 23, 2025	SELL	$128.74 - $138.67 $5,149 - $5,546	-40 Reduced 0.61%	6,535 $886,000
Q4 2024 Jan 21, 2025	BUY	$131.66 - $144.0 $105,722 - $115,632	803 Added 13.91%	6,575 $868,000
Q3 2024 Oct 24, 2024	BUY	$125.95 - $142.04 $35,140 - $39,629	279 Added 5.08%	5,772 $819,000
Q2 2024 Aug 02, 2024	SELL	$124.6 - $132.46 $17,568 - $18,676	-141 Reduced 2.5%	5,493 $698,000
Q1 2024 Apr 29, 2024	BUY	$122.28 - $131.24 $50,868 - $54,595	416 Added 7.97%	5,634 $739,000
Q4 2023 Feb 05, 2024	BUY	$110.2 - $125.58 $1,653 - $1,883	15 Added 0.29%	5,218 $652,000
Q3 2023 Oct 30, 2023	BUY	$115.01 - $127.58 $1,495 - $1,658	13 Added 0.25%	5,203 $598,000
Q2 2023 Jul 13, 2023	SELL	$117.3 - $124.97 $7,859 - $8,372	-67 Reduced 1.27%	5,190 $636,000
Q1 2023 May 11, 2023	BUY	$117.74 - $132.18 $249,962 - $280,618	2,123 Added 67.74%	5,257 $650,000
Q4 2022 Jan 25, 2023	BUY	$112.65 - $131.57 $353,045 - $412,340	3,134 New	3,134 $0

Others Institutions Holding SDY

# of Institutions

1,338

Shares Held

71M

Call Options Held

77.7K

Put Options Held

26.9K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
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Navis Wealth Advisors, LLC Spdr Series Tr Spdr S&P Divide Transaction History