Phillips Financial Management, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Phillips Financial Management, LLC

  • $1.45 Billion
  • Q3 2025

A detailed history of Phillips Financial Management, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Phillips Financial Management, LLC holds 5,034 shares of SDY stock, worth $701,286. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,034
Previous 5,059 0.49%
Holding current value
$701,286
Previous $686,000 2.77%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 24, 2025
SELL
$136.48 - $142.97 $3,411 - $3,574
-25 Reduced 0.49%
5,034 $705,000
Q3 2024

Nov 07, 2024
SELL
$125.95 - $142.04 $15,995 - $18,039
-127 Reduced 2.45%
5,059 $718,000
Q2 2024

Aug 08, 2024
SELL
$124.6 - $132.46 $5,856 - $6,225
-47 Reduced 0.9%
5,186 $659,000
Q1 2024

Apr 23, 2024
SELL
$122.28 - $131.24 $15,040 - $16,142
-123 Reduced 2.3%
5,233 $686,000
Q4 2023

Jan 25, 2024
SELL
$110.2 - $125.58 $16,640 - $18,962
-151 Reduced 2.74%
5,356 $669,000
Q3 2023

Nov 09, 2023
SELL
$115.01 - $127.58 $5,750 - $6,379
-50 Reduced 0.9%
5,507 $633,000
Q2 2023

Aug 11, 2023
SELL
$117.3 - $124.97 $13,841 - $14,746
-118 Reduced 2.08%
5,557 $681,000
Q1 2023

May 08, 2023
SELL
$117.74 - $132.18 $4,356 - $4,890
-37 Reduced 0.65%
5,675 $702,000
Q4 2022

Jan 24, 2023
SELL
$112.65 - $131.57 $105,553 - $123,281
-937 Reduced 14.09%
5,712 $0
Q3 2022

Nov 08, 2022
BUY
$111.5 - $132.34 $741,363 - $879,928
6,649 New
6,649 $741,000
Q2 2022

Jul 22, 2022
SELL
$114.07 - $132.3 $786,284 - $911,943
-6,893 Closed
0 $0
Q1 2022

May 06, 2022
BUY
$121.65 - $130.75 $838,533 - $901,259
6,893 New
6,893 $883,000
Q1 2020

May 15, 2020
SELL
$68.26 - $108.76 $900,076 - $1.43 Million
-13,186 Closed
0 $0
Q4 2019

Feb 19, 2020
SELL
$98.73 - $107.77 $9,379 - $10,238
-95 Reduced 0.72%
13,186 $1.42 Million
Q3 2019

Nov 12, 2019
SELL
$101.59 - $103.8 $27,734 - $28,337
-273 Reduced 2.01%
13,281 $1.36 Million
Q2 2019

Aug 06, 2019
SELL
N/A
-87 Reduced 0.64%
13,554 $1.37 Million
Q1 2019

May 07, 2019
SELL
N/A
-268 Reduced 1.93%
13,641 $1.37 Million
Q4 2018

Feb 04, 2019
BUY
N/A
13,909 New
13,909 $1.25 Million

Others Institutions Holding SDY

# of Institutions
1,333
Shares Held
70.8M
Call Options Held
77.7K
Put Options Held
26.9K
View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

SDY Quotes by TradingView
  • Ticker SDY
  • Sector ETFs
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More about SDY
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