Precedent Wealth Partners, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Precedent Wealth Partners, LLC

$360 Billion
Q1 2025

A detailed history of Precedent Wealth Partners, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 76,561 shares of SDY stock, worth $10.3 Million. This represents 2.88% of its overall portfolio holdings.

Number of Shares

76,561

Previous 64,801 18.15%

Holding current value

$10.3 Million

Previous $8.56 Billion 21.35%

% of portfolio

2.88%

Previous 2.79%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$128.74 - $138.67 $1.51 Million - $1.63 Million	11,760 Added 18.15%	76,561 $10.4 Billion
Q4 2024 Jan 21, 2025	BUY	$131.66 - $144.0 $241,727 - $264,384	1,836 Added 2.92%	64,801 $8.56 Billion
Q3 2024 Oct 17, 2024	BUY	$125.95 - $142.04 $319,661 - $360,497	2,538 Added 4.2%	62,965 $8.94 Billion
Q2 2024 Jul 23, 2024	BUY	$124.6 - $132.46 $60,181 - $63,978	483 Added 0.81%	60,427 $7.69 Billion
Q1 2024 Apr 23, 2024	SELL	$122.28 - $131.24 $154,317 - $165,624	-1,262 Reduced 2.06%	59,944 $7.87 Billion
Q4 2023 Jan 18, 2024	BUY	$110.2 - $125.58 $6.74 Million - $7.69 Million	61,206 New	61,206 $7.65 Billion

Others Institutions Holding SDY

# of Institutions

1,320

Shares Held

71.4M

Call Options Held

48.3K

Put Options Held

39.7K

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 Precedent Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Precedent Wealth Partners, LLC with notifications on news.

Account

Precedent Wealth Partners, LLC Spdr Series Tr Spdr S&P Divide Transaction History