Vertex Planning Partners, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Vertex Planning Partners, LLC

  • $458 Billion
  • Q1 2025

A detailed history of Vertex Planning Partners, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 2,496 shares of SDY stock, worth $346,444. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,496
Previous 2,546 1.96%
Holding current value
$346,444
Previous $336 Million 0.69%
% of portfolio
0.07%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$128.74 - $138.67 $6,437 - $6,933
-50 Reduced 1.96%
2,496 $339 Million
Q4 2024

Feb 12, 2025
BUY
$131.66 - $144.0 $19,617 - $21,456
149 Added 6.22%
2,546 $336 Million
Q4 2022

Feb 06, 2023
BUY
$112.65 - $131.57 $270,022 - $315,373
2,397 New
2,397 $300 Million

Others Institutions Holding SDY

# of Institutions
1,331
Shares Held
70.6M
Call Options Held
48.3K
Put Options Held
37.9K
View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

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  • Ticker SDY
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