Planning Directions Inc Spdr Series Tr Spdr S&P Divide Transaction History

Planning Directions Inc

$188 Million
Q3 2025

A detailed history of Planning Directions Inc transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Planning Directions Inc holds 18,927 shares of SDY stock, worth $2.62 Million. This represents 1.41% of its overall portfolio holdings.

Number of Shares

18,927

Previous 20,024 5.48%

Holding current value

$2.62 Million

Previous $2.72 Million 2.47%

% of portfolio

1.41%

Previous 1.55%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$136.48 - $142.97 $149,718 - $156,838	-1,097 Reduced 5.48%	18,927 $2.65 Million
Q2 2025 Aug 01, 2025	SELL	$121.58 - $136.74 $155,500 - $174,890	-1,279 Reduced 6.0%	20,024 $2.72 Million
Q1 2025 Apr 29, 2025	SELL	$128.74 - $138.67 $49,951 - $53,803	-388 Reduced 1.79%	21,303 $2.89 Million
Q4 2024 Feb 06, 2025	SELL	$131.66 - $144.0 $124,945 - $136,656	-949 Reduced 4.19%	21,691 $2.87 Million
Q3 2024 Nov 07, 2024	SELL	$125.95 - $142.04 $130,988 - $147,721	-1,040 Reduced 4.39%	22,640 $3.22 Million

Q2 2024 Aug 09, 2024	SELL	$124.6 - $132.46 $309,008 - $328,500	-2,480 Reduced 9.48%	23,680 $3.01 Million
Q1 2024 May 08, 2024	SELL	$122.28 - $131.24 $1.23 Million - $1.32 Million	-10,080 Reduced 27.81%	26,160 $3.43 Million
Q4 2023 Jan 31, 2024	SELL	$110.2 - $125.58 $1.45 Million - $1.66 Million	-13,194 Reduced 26.69%	36,240 $4.53 Million
Q3 2023 Oct 27, 2023	SELL	$115.01 - $127.58 $557,798 - $618,763	-4,850 Reduced 8.93%	49,434 $5.69 Million
Q2 2023 Jul 19, 2023	SELL	$117.3 - $124.97 $454,185 - $483,883	-3,872 Reduced 6.66%	54,284 $6.65 Million
Q1 2023 May 11, 2023	BUY	$117.74 - $132.18 $78,414 - $88,031	666 Added 1.16%	58,156 $7.2 Million
Q4 2022 Feb 08, 2023	BUY	$112.65 - $131.57 $238,480 - $278,533	2,117 Added 3.82%	57,490 $7.19 Million
Q3 2022 Nov 08, 2022	BUY	$111.5 - $132.34 $325,468 - $386,300	2,919 Added 5.56%	55,373 $6.17 Million
Q2 2022 Aug 03, 2022	BUY	$114.07 - $132.3 $1.16 Million - $1.35 Million	10,212 Added 24.17%	52,454 $6.23 Million
Q1 2022 May 19, 2022	BUY	$121.65 - $130.75 $146,588 - $157,553	1,205 Added 2.94%	42,242 $5.41 Million
Q4 2021 Jan 27, 2022	BUY	$118.81 - $129.12 $119,998 - $130,411	1,010 Added 2.52%	41,037 $5.3 Million
Q3 2021 Nov 09, 2021	BUY	$117.12 - $125.76 $60,668 - $65,143	518 Added 1.31%	40,027 $4.71 Million
Q2 2021 Jul 28, 2021	BUY	$118.74 - $127.47 $15,198 - $16,316	128 Added 0.33%	39,509 $4.83 Million
Q1 2021 Apr 28, 2021	BUY	$104.47 - $119.79 $98,724 - $113,201	945 Added 2.46%	39,381 $4.65 Million
Q4 2020 Jan 26, 2021	BUY	$91.76 - $107.36 $34,042 - $39,830	371 Added 0.97%	38,436 $4.07 Million
Q3 2020 Nov 02, 2020	SELL	$88.24 - $98.33 $171,891 - $191,546	-1,948 Reduced 4.87%	38,065 $3.52 Million
Q2 2020 Jul 21, 2020	BUY	$76.15 - $100.68 $2.44 Million - $3.23 Million	32,038 Added 401.73%	40,013 $3.65 Million
Q1 2020 May 05, 2020	SELL	$68.26 - $108.76 $1.8 Million - $2.87 Million	-26,388 Reduced 76.79%	7,975 $637,000
Q4 2019 Jan 14, 2020	SELL	$98.73 - $107.77 $10,465 - $11,423	-106 Reduced 0.31%	34,363 $3.7 Million
Q3 2019 Oct 25, 2019	BUY	$101.59 - $103.8 $36,775 - $37,575	362 Added 1.06%	34,469 $3.54 Million
Q2 2019 Jul 15, 2019	BUY	N/A	1,523 Added 4.67%	34,107 $3.44 Million
Q1 2019 Apr 03, 2019	BUY	N/A	1,433 Added 4.6%	32,584 $3.24 Million
Q4 2018 Jan 16, 2019	BUY	N/A	1,147 Added 3.82%	31,151 $2.79 Million
Q3 2018 Oct 05, 2018	BUY	N/A	72 Added 0.24%	30,004 $2.94 Million
Q2 2018 Sep 05, 2018	BUY	N/A	175 Added 0.59%	29,932 $2.78 Million
Q1 2018 May 10, 2018	BUY	N/A	29,757 New	29,757 $2.71 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 Planning Directions Inc, based on Form 13F filings with the SEC.

News

Stay updated on Planning Directions Inc with notifications on news.

Account

Planning Directions Inc Spdr Series Tr Spdr S&P Divide Transaction History