Wealth Effects LLC Spdr Series Tr Spdr S&P Divide Transaction History

Wealth Effects LLC

  • $268 Million
  • Q3 2025

A detailed history of Wealth Effects LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Wealth Effects LLC holds 1,510 shares of SDY stock, worth $208,712. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,510
Previous 1,510 -0.0%
Holding current value
$208,712
Previous $204,000 3.43%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Apr 23, 2025
BUY
$128.74 - $138.67 $194,397 - $209,391
1,510 New
1,510 $204,000
Q3 2024

Oct 21, 2024
BUY
$125.95 - $142.04 $190,184 - $214,480
1,510 New
1,510 $214,000

Others Institutions Holding SDY

# of Institutions
1,350
Shares Held
70.6M
Call Options Held
59.5K
Put Options Held
29.7K
View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

SDY Quotes by TradingView
  • Ticker SDY
  • Sector ETFs
  • Industry ETFs
More about SDY
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