Treasure Coast Financial Planning Spdr Series Tr Spdr S&P Divide Transaction History
Treasure Coast Financial Planning
- $169 Million
- Q2 2025
A detailed history of Treasure Coast Financial Planning transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Treasure Coast Financial Planning holds 23,008 shares of SDY stock, worth $3.21 Million. This represents 1.85% of its overall portfolio holdings.
Number of Shares
23,008
Previous 22,667
1.5%
Holding current value
$3.21 Million
Previous $3.08 Million
1.53%
% of portfolio
1.85%
Previous 1.93%
Shares
12 transactions
Others Institutions Holding SDY
# of Institutions
1,338Shares Held
71MCall Options Held
77.7KPut Options Held
26.9K-
Bank Of America Corp Charlotte, NC7.4MShares$1.03 Billion0.08% of portfolio
-
Morgan Stanley New York, NY4.77MShares$665 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.13MShares$437 Million0.15% of portfolio
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Lpl Financial LLC Fort Mill, SC3.01MShares$419 Million0.14% of portfolio
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Joel Isaacson & Co., LLC2.64MShares$368 Million15.04% of portfolio