Wellspring Financial Advisors, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Wellspring Financial Advisors, LLC

  • $1.09 Trillion
  • Q3 2025

A detailed history of Wellspring Financial Advisors, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 59,879 shares of SDY stock, worth $8.28 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
59,879
Previous 60,366 0.81%
Holding current value
$8.28 Million
Previous $8.19 Billion 2.35%
% of portfolio
0.77%
Previous 0.82%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
SELL
$136.48 - $142.97 $66,465 - $69,626
-487 Reduced 0.81%
59,879 $8.39 Billion
Q2 2025

Aug 13, 2025
SELL
$121.58 - $136.74 $785,893 - $883,887
-6,464 Reduced 9.67%
60,366 $8.19 Billion
Q1 2025

May 15, 2025
SELL
$128.74 - $138.67 $338,972 - $365,118
-2,633 Reduced 3.79%
66,830 $9.07 Billion
Q4 2024

Feb 13, 2025
SELL
$131.66 - $144.0 $95,321 - $104,256
-724 Reduced 1.03%
69,463 $9.18 Billion
Q3 2024

Nov 13, 2024
BUY
$125.95 - $142.04 $463,496 - $522,707
3,680 Added 5.53%
70,187 $9.97 Billion
Q2 2024

Aug 12, 2024
SELL
$124.6 - $132.46 $592,473 - $629,847
-4,755 Reduced 6.67%
66,507 $8.46 Billion
Q1 2024

May 01, 2024
SELL
$122.28 - $131.24 $2.25 Million - $2.41 Million
-18,360 Reduced 20.49%
71,262 $9.35 Billion
Q4 2023

Feb 13, 2024
SELL
$110.2 - $125.58 $176,099 - $200,676
-1,598 Reduced 1.75%
89,622 $11.2 Billion
Q3 2023

Nov 14, 2023
SELL
$115.01 - $127.58 $212,078 - $235,257
-1,844 Reduced 1.98%
91,220 $10.5 Billion
Q2 2023

Aug 11, 2023
SELL
$117.3 - $124.97 $118,942 - $126,719
-1,014 Reduced 1.08%
93,064 $11.4 Billion
Q1 2023

May 12, 2023
SELL
$117.74 - $132.18 $113,619 - $127,553
-965 Reduced 1.02%
94,078 $11.6 Billion
Q4 2022

Feb 13, 2023
SELL
$112.65 - $131.57 $435,504 - $508,649
-3,866 Reduced 3.91%
95,043 $11.9 Million
Q3 2022

Nov 14, 2022
SELL
$111.5 - $132.34 $32,335 - $38,378
-290 Reduced 0.29%
98,909 $11 Million
Q2 2022

Aug 12, 2022
SELL
$114.07 - $132.3 $1.06 Million - $1.23 Million
-9,301 Reduced 8.57%
99,199 $11.8 Million
Q1 2022

May 10, 2022
BUY
$121.65 - $130.75 $11,435 - $12,290
94 Added 0.09%
108,500 $13.9 Million
Q4 2021

Jan 03, 2022
SELL
$118.81 - $129.12 $3,801 - $4,131
-32 Reduced 0.03%
108,406 $14 Million
Q3 2021

Nov 12, 2021
SELL
$117.12 - $125.76 $4,684 - $5,030
-40 Reduced 0.04%
108,438 $12.7 Million
Q2 2021

Aug 13, 2021
SELL
$118.74 - $127.47 $3.21 Million - $3.45 Million
-27,043 Reduced 19.95%
108,478 $13.3 Million
Q1 2021

May 17, 2021
BUY
$104.47 - $119.79 $2.47 Million - $2.84 Million
23,671 Added 21.16%
135,521 $10.8 Million
Q4 2020

Feb 16, 2021
SELL
$91.76 - $107.36 $640,117 - $748,943
-6,976 Reduced 5.87%
111,850 $11.8 Million
Q3 2020

Nov 13, 2020
SELL
$88.24 - $98.33 $331,164 - $369,032
-3,753 Reduced 3.06%
118,826 $11 Million
Q2 2020

Aug 14, 2020
SELL
$76.15 - $100.68 $985,533 - $1.3 Million
-12,942 Reduced 9.55%
122,579 $11.2 Million
Q1 2020

May 14, 2020
BUY
$68.26 - $108.76 $9.25 Million - $14.7 Million
135,521 New
135,521 $10.8 Million

Others Institutions Holding SDY

# of Institutions
1,355
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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