Selective Wealth Management, Inc. Spdr Series Tr Spdr S&P Divide Transaction History
Selective Wealth Management, Inc.
- $240 Million
- Q1 2025
A detailed history of Selective Wealth Management, Inc. transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 3,735 shares of SDY stock, worth $483,421. This represents 0.21% of its overall portfolio holdings.
Number of Shares
3,735
Previous 3,771
0.95%
Holding current value
$483,421
Previous $498,000
0.6%
% of portfolio
0.21%
Previous 0.2%
Shares
18 transactions
Others Institutions Holding SDY
# of Institutions
1,322Shares Held
73.2MCall Options Held
42.1KPut Options Held
37.4K-
Bank Of America Corp Charlotte, NC7.72MShares$999 Million0.09% of portfolio
-
Morgan Stanley New York, NY4.79MShares$620 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.01MShares$390 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.86MShares$370 Million0.16% of portfolio
-
Joel Isaacson & Co., LLC2.52MShares$326 Million15.22% of portfolio