Vision Point Advisory Group, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Vision Point Advisory Group, LLC

$432 Million
Q2 2025

A detailed history of Vision Point Advisory Group, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 43,267 shares of SDY stock, worth $6 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares

43,267

Previous 39,189 10.41%

Holding current value

$6 Million

Previous $5.32 Million 10.44%

% of portfolio

1.36%

Previous 2.01%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	BUY	$121.58 - $136.74 $495,803 - $557,625	4,078 Added 10.41%	43,267 $5.87 Million
Q1 2025 Apr 23, 2025	SELL	$128.74 - $138.67 $51,882 - $55,884	-403 Reduced 1.02%	39,189 $5.32 Million
Q4 2024 Feb 03, 2025	SELL	$131.66 - $144.0 $759,941 - $831,168	-5,772 Reduced 12.72%	39,592 $5.23 Million
Q3 2024 Oct 15, 2024	BUY	$125.95 - $142.04 $54,788 - $61,787	435 Added 0.97%	45,364 $6.44 Million
Q2 2024 Aug 01, 2024	BUY	$124.6 - $132.46 $3.16 Million - $3.36 Million	25,350 Added 129.48%	44,929 $5.71 Million
Q1 2024 May 10, 2024	SELL	$122.28 - $131.24 $449,379 - $482,307	-3,675 Reduced 15.8%	19,579 $2.57 Million
Q4 2023 Feb 07, 2024	BUY	$110.2 - $125.58 $175,989 - $200,551	1,597 Added 7.37%	23,254 $2.91 Million
Q3 2023 Dec 06, 2023	BUY	$115.01 - $127.58 $120,300 - $133,448	1,046 Added 5.07%	21,657 $2.49 Million
Q2 2023 Aug 21, 2023	SELL	$117.3 - $124.97 $24,984 - $26,618	-213 Reduced 1.02%	20,611 $2.53 Million
Q1 2023 May 15, 2023	SELL	$117.74 - $132.18 $292,466 - $328,335	-2,484 Reduced 10.66%	20,824 $2.58 Million
Q4 2022 Feb 14, 2023	BUY	$112.65 - $131.57 $2.63 Million - $3.07 Million	23,308 New	23,308 $2.92 Million
Q2 2022 Aug 12, 2022	SELL	$114.07 - $132.3 $1.11 Million - $1.29 Million	-9,718 Reduced 74.12%	3,393 $438,000
Q1 2022 May 16, 2022	BUY	$121.65 - $130.75 $569,565 - $612,171	4,682 Added 55.55%	13,111 $1.61 Million
Q4 2021 Feb 07, 2022	BUY	$118.81 - $129.12 $208,867 - $226,992	1,758 Added 26.35%	8,429 $1.06 Million
Q3 2021 Nov 08, 2021	SELL	$117.12 - $125.76 $256,844 - $275,791	-2,193 Reduced 24.74%	6,671 $0
Q2 2021 Aug 10, 2021	BUY	$118.74 - $127.47 $94,754 - $101,721	798 Added 9.89%	8,864 $1.08 Million
Q1 2021 May 14, 2021	BUY	$104.47 - $119.79 $124,737 - $143,029	1,194 Added 17.37%	8,066 $952,000
Q4 2020 Feb 08, 2021	BUY	$91.76 - $107.36 $630,574 - $737,777	6,872 New	6,872 $728,000
Q3 2020 Nov 12, 2020	SELL	$88.24 - $98.33 $296,486 - $330,388	-3,360 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$76.15 - $100.68 $1,446 - $1,912	19 Added 0.57%	3,360 $315,000
Q4 2019 Jan 30, 2020	SELL	$98.73 - $107.77 $16,092 - $17,566	-163 Reduced 4.65%	3,341 $359,000
Q3 2019 Nov 14, 2019	BUY	$101.59 - $103.8 $88,180 - $90,098	868 Added 32.93%	3,504 $353,000
Q2 2019 Aug 14, 2019	SELL	N/A	-976 Reduced 27.02%	2,636 $266,000
Q1 2019 May 10, 2019	SELL	N/A	-112 Reduced 3.01%	3,612 $359,000
Q4 2018 Feb 14, 2019	BUY	N/A	3,724 New	3,724 $333,000

Others Institutions Holding SDY

# of Institutions

1,326

Shares Held

71.5M

Call Options Held

48.3K

Put Options Held

39.7K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

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Vision Point Advisory Group, LLC Spdr Series Tr Spdr S&P Divide Transaction History