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 $503,104. This represents 0.21% of its overall portfolio holdings.

Number of Shares

3,735

Previous 3,771 0.95%

Holding current value

$503,104

Previous $498,000 0.6%

% of portfolio

0.21%

Previous 0.2%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$128.74 - $138.67 $4,634 - $4,992	-36 Reduced 0.95%	3,735 $501,000
Q4 2024 Jan 15, 2025	BUY	$131.66 - $144.0 $131 - $144	1 Added 0.03%	3,771 $498,000
Q3 2024 Oct 09, 2024	SELL	$125.95 - $142.04 $12,343 - $13,919	-98 Reduced 2.53%	3,770 $535,000
Q2 2024 Jul 10, 2024	SELL	$124.6 - $132.46 $24,670 - $26,227	-198 Reduced 4.87%	3,868 $491,000
Q1 2024 Apr 11, 2024	SELL	$122.28 - $131.24 $3,912 - $4,199	-32 Reduced 0.78%	4,066 $533,000
Q4 2023 Jan 05, 2024	BUY	$110.2 - $125.58 $220 - $251	2 Added 0.05%	4,098 $512,000
Q3 2023 Oct 10, 2023	SELL	$115.01 - $127.58 $81,772 - $90,709	-711 Reduced 14.79%	4,096 $471,000
Q2 2023 Jul 11, 2023	SELL	$117.3 - $124.97 $55,717 - $59,360	-475 Reduced 8.99%	4,807 $589,000
Q4 2022 Jan 23, 2023	BUY	$112.65 - $131.57 $231,608 - $270,507	2,056 Added 63.73%	5,282 $0
Q3 2022 Oct 21, 2022	BUY	$111.5 - $132.34 $73,478 - $87,212	659 Added 25.67%	3,226 $360,000
Q2 2022 Jul 28, 2022	BUY	$114.07 - $132.3 $97,529 - $113,116	855 Added 49.94%	2,567 $305,000
Q1 2022 Apr 20, 2022	BUY	$121.65 - $130.75 $171,769 - $184,619	1,412 Added 470.67%	1,712 $219,000
Q4 2021 Jan 18, 2022	SELL	$118.81 - $129.12 $59,405 - $64,560	-500 Reduced 62.5%	300 $39,000
Q3 2021 Oct 27, 2021	BUY	$117.12 - $125.76 $93,696 - $100,608	800 New	800 $94,000
Q1 2021 Apr 09, 2021	SELL	$104.47 - $119.79 $13,685 - $15,692	-131 Closed	0 $0
Q4 2020 Jan 22, 2021	BUY	$91.76 - $107.36 $12,020 - $14,064	131 New	131 $14,000
Q4 2019 Jan 10, 2020	SELL	$98.73 - $107.77 $29,322 - $32,007	-297 Closed	0 $0
Q3 2019 Oct 29, 2019	BUY	$101.59 - $103.8 $30,172 - $30,828	297 New	297 $30,000

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 Selective Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Selective Wealth Management, Inc. with notifications on news.

Account

Selective Wealth Management, Inc. Spdr Series Tr Spdr S&P Divide Transaction History