Selective Wealth Management, Inc. Spdr Series Tr Spdr S&P Divide Transaction History
Selective Wealth Management, Inc.
- $308 Million
- Q3 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 3,648 shares of SDY stock, worth $504,226. This represents 0.17% of its overall portfolio holdings.
Number of Shares
3,648
Previous 3,666
0.49%
Holding current value
$504,226
Previous $497,000
2.62%
% of portfolio
0.17%
Previous 0.18%
Shares
20 transactions
Others Institutions Holding SDY
# of Institutions
1,355Shares Held
70.6MCall Options Held
59.5KPut Options Held
29.7K-
Bank Of America Corp Charlotte, NC7.36MShares$1.02 Billion0.07% of portfolio
-
Morgan Stanley New York, NY4.74MShares$656 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.12MShares$431 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.03MShares$419 Million0.13% of portfolio
-
Joel Isaacson & Co., LLC2.67MShares$369 Million13.96% of portfolio