Old North State Wealth Management, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Old North State Wealth Management, LLC

  • $214 Billion
  • Q3 2025

A detailed history of Old North State Wealth Management, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Old North State Wealth Management, LLC holds 1,915 shares of SDY stock, worth $264,691. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,915
Previous 1,905 0.52%
Holding current value
$264,691
Previous $259 Million 3.83%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Oct 17, 2025
BUY
$136.48 - $142.97 $1,364 - $1,429
10 Added 0.52%
1,915 $269 Million
Q2 2025

Jul 16, 2025
BUY
$121.58 - $136.74 $1,580 - $1,777
13 Added 0.69%
1,905 $259 Million
Q1 2025

Apr 24, 2025
BUY
$128.74 - $138.67 $1,673 - $1,802
13 Added 0.69%
1,892 $257 Million
Q4 2024

Jan 27, 2025
BUY
$131.66 - $144.0 $1,711 - $1,872
13 Added 0.7%
1,879 $249 Million
Q3 2024

Oct 29, 2024
BUY
$125.95 - $142.04 $1,511 - $1,704
12 Added 0.65%
1,866 $266 Million
Q2 2024

Oct 29, 2024
SELL
$124.6 - $132.46 $8,971 - $9,537
-72 Reduced 3.74%
1,854 $236 Million
Q1 2024

Oct 29, 2024
SELL
$122.28 - $131.24 $5,013 - $5,380
-41 Reduced 2.08%
1,926 $253 Million
Q4 2023

Oct 28, 2024
BUY
$110.2 - $125.58 $216,763 - $247,015
1,967 New
1,967 $246 Million
Q3 2023

Oct 28, 2024
SELL
$115.01 - $127.58 $270,963 - $300,578
-2,356 Closed
0 $0
Q2 2023

Oct 28, 2024
BUY
$117.3 - $124.97 $1,876 - $1,999
16 Added 0.68%
2,356 $289 Million
Q1 2023

Oct 28, 2024
BUY
$117.74 - $132.18 $1,648 - $1,850
14 Added 0.6%
2,340 $290 Million
Q4 2022

Oct 25, 2024
BUY
$112.65 - $131.57 $1,915 - $2,236
17 Added 0.74%
2,326 $291 Million
Q3 2022

Oct 25, 2024
BUY
$111.5 - $132.34 $1,672 - $1,985
15 Added 0.65%
2,309 $258 Million
Q2 2022

Oct 25, 2024
BUY
$114.07 - $132.3 $22,015 - $25,533
193 Added 9.19%
2,294 $273 Million
Q1 2022

Oct 25, 2024
BUY
$121.65 - $130.75 $1,703 - $1,830
14 Added 0.67%
2,101 $270 Million
Q4 2021

Oct 24, 2024
BUY
$118.81 - $129.12 $247,956 - $269,473
2,087 New
2,087 $270 Million

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
  • Sector ETFs
  • Industry ETFs
More about SDY
Track This Portfolio

Track Old North State Wealth Management, LLC Portfolio

Follow Old North State Wealth Management, 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 Old North State Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Old North State Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email