Seven Bridge Financial Group, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Seven Bridge Financial Group, LLC

$519 Million
Q2 2025

A detailed history of Seven Bridge Financial Group, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Seven Bridge Financial Group, LLC holds 4,959 shares of SDY stock, worth $690,838. This represents 0.13% of its overall portfolio holdings.

Number of Shares

4,959

Previous 5,608 11.57%

Holding current value

$690,838

Previous $760,000 11.45%

% of portfolio

0.13%

Previous 0.16%

34 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Sep 04, 2025	SELL	$121.58 - $136.74 $78,905 - $88,744	-649 Reduced 11.57%	4,959 $673,000
Q1 2025 May 13, 2025	SELL	$128.74 - $138.67 $122,689 - $132,152	-953 Reduced 14.53%	5,608 $760,000
Q4 2024 Feb 12, 2025	BUY	$131.66 - $144.0 $2,501 - $2,736	19 Added 0.29%	6,561 $866,000
Q3 2024 Nov 12, 2024	BUY	$125.95 - $142.04 $11,965 - $13,493	95 Added 1.47%	6,542 $929,000
Q2 2024 Aug 09, 2024	BUY	$124.6 - $132.46 $872 - $927	7 Added 0.11%	6,447 $819,000
Q1 2024 May 10, 2024	SELL	$122.28 - $131.24 $32,037 - $34,384	-262 Reduced 3.91%	6,440 $845,000
Q4 2023 Jan 22, 2024	BUY	$110.2 - $125.58 $58,406 - $66,557	530 Added 8.59%	6,702 $837,000
Q3 2023 Oct 25, 2023	SELL	$115.01 - $127.58 $3,105 - $3,444	-27 Reduced 0.44%	6,172 $709,000
Q2 2023 Jul 26, 2023	BUY	$117.3 - $124.97 $821 - $874	7 Added 0.11%	6,199 $759,000
Q1 2023 Apr 20, 2023	BUY	$117.74 - $132.18 $706 - $793	6 Added 0.1%	6,192 $766,000
Q4 2022 Jan 26, 2023	SELL	$112.65 - $131.57 $14,419 - $16,840	-128 Reduced 2.03%	6,186 $0
Q3 2022 Oct 17, 2022	SELL	$111.5 - $132.34 $22,634 - $26,865	-203 Reduced 3.11%	6,314 $704,000
Q2 2022 Jul 12, 2022	BUY	$114.07 - $132.3 $798 - $926	7 Added 0.11%	6,517 $773,000
Q1 2022 Apr 15, 2022	SELL	$121.65 - $130.75 $1,581 - $1,699	-13 Reduced 0.2%	6,510 $834,000
Q4 2021 Jan 20, 2022	BUY	$118.81 - $129.12 $774,997 - $842,249	6,523 New	6,523 $842,000
Q4 2021 Jan 20, 2022	SELL	$118.81 - $129.12 $779,274 - $846,898	-6,559 Closed	0 $0
Q3 2021 Oct 14, 2021	SELL	$117.12 - $125.76 $5,036 - $5,407	-43 Reduced 0.65%	6,559 $771,000
Q2 2021 Jul 26, 2021	SELL	$118.74 - $127.47 $8,074 - $8,667	-68 Reduced 1.02%	6,602 $807,000
Q1 2021 Apr 20, 2021	SELL	$104.47 - $119.79 $4,387 - $5,031	-42 Reduced 0.63%	6,670 $787,000
Q4 2020 Jan 19, 2021	SELL	$91.76 - $107.36 $38,998 - $45,628	-425 Reduced 5.95%	6,712 $711,000
Q3 2020 Oct 22, 2020	SELL	$88.24 - $98.33 $3,706 - $4,129	-42 Reduced 0.59%	7,137 $659,000
Q2 2020 Jul 24, 2020	SELL	$76.15 - $100.68 $17,666 - $23,357	-232 Reduced 3.13%	7,179 $655,000
Q1 2020 Apr 16, 2020	SELL	$68.26 - $108.76 $8,327 - $13,268	-122 Reduced 1.62%	7,411 $592,000
Q4 2019 Jan 17, 2020	SELL	$98.73 - $107.77 $10,070 - $10,992	-102 Reduced 1.34%	7,533 $810,000
Q3 2019 Oct 09, 2019	SELL	$101.59 - $103.8 $12,495 - $12,767	-123 Reduced 1.59%	7,635 $783,000
Q2 2019 Jul 15, 2019	SELL	N/A	-48 Reduced 0.61%	7,758 $783,000
Q1 2019 May 14, 2019	SELL	N/A	-144 Reduced 1.81%	7,806 $776,000
Q4 2018 Feb 14, 2019	BUY	N/A	1,911 Added 31.64%	7,950 $712,000
Q3 2018 Nov 14, 2018	BUY	N/A	63 Added 1.05%	6,039 $591,000
Q2 2018 Aug 14, 2018	BUY	N/A	569 Added 10.52%	5,976 $554,000
Q1 2018 May 11, 2018	SELL	N/A	-415 Reduced 7.13%	5,407 $493,000
Q4 2017 Feb 20, 2018	SELL	N/A	-225 Reduced 3.72%	5,822 $550,000
Q3 2017 Nov 13, 2017	BUY	N/A	12 Added 0.2%	6,047 $552,000
Q2 2017 Aug 14, 2017	BUY	N/A	6,035	6,035 $536,000

Others Institutions Holding SDY

# of Institutions

1,333

Shares Held

70.8M

Call Options Held

77.7K

Put Options Held

26.9K

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Seven Bridge Financial Group, LLC Spdr Series Tr Spdr S&P Divide Transaction History