Wolff Financial Management LLC Spdr Series Tr Spdr S&P Divide Transaction History

Wolff Financial Management LLC

$387 Million
Q2 2025

A detailed history of Wolff Financial Management LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Wolff Financial Management LLC holds 238,116 shares of SDY stock, worth $33 Million. This represents 8.35% of its overall portfolio holdings.

Number of Shares

238,116

Previous 233,353 2.04%

Holding current value

$33 Million

Previous $31.7 Million 2.08%

% of portfolio

8.35%

Previous 8.77%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	BUY	$121.58 - $136.74 $579,085 - $651,292	4,763 Added 2.04%	238,116 $32.3 Million
Q1 2025 Apr 24, 2025	BUY	$128.74 - $138.67 $215,253 - $231,856	1,672 Added 0.72%	233,353 $31.7 Million
Q4 2024 Jan 21, 2025	BUY	$131.66 - $144.0 $177,872 - $194,544	1,351 Added 0.59%	231,681 $30.6 Million
Q3 2024 Oct 24, 2024	BUY	$125.95 - $142.04 $946,640 - $1.07 Million	7,516 Added 3.37%	230,330 $32.7 Million
Q2 2024 Jul 18, 2024	BUY	$124.6 - $132.46 $404,700 - $430,230	3,248 Added 1.48%	222,814 $28.3 Million
Q1 2024 Apr 24, 2024	BUY	$122.28 - $131.24 $408,170 - $438,079	3,338 Added 1.54%	219,566 $28.8 Million
Q4 2023 Jan 25, 2024	BUY	$110.2 - $125.58 $892,509 - $1.02 Million	8,099 Added 3.89%	216,228 $27 Million
Q3 2023 Oct 30, 2023	BUY	$115.01 - $127.58 $718,582 - $797,119	6,248 Added 3.09%	208,129 $23.9 Million
Q2 2023 Jul 18, 2023	BUY	$117.3 - $124.97 $353,073 - $376,159	3,010 Added 1.51%	201,881 $24.7 Million
Q1 2023 May 01, 2023	SELL	$117.74 - $132.18 $456,124 - $512,065	-3,874 Reduced 1.91%	198,871 $24.6 Million
Q4 2022 Feb 06, 2023	BUY	$112.65 - $131.57 $268,782 - $313,926	2,386 Added 1.19%	202,745 $25.4 Million
Q3 2022 Oct 31, 2022	BUY	$111.5 - $132.34 $612,915 - $727,472	5,497 Added 2.82%	200,359 $22.3 Million
Q2 2022 Aug 05, 2022	BUY	$114.07 - $132.3 $177,378 - $205,726	1,555 Added 0.8%	194,862 $23.1 Million
Q1 2022 May 03, 2022	BUY	$121.65 - $130.75 $167,025 - $179,519	1,373 Added 0.72%	193,307 $24.8 Million
Q4 2021 Feb 08, 2022	BUY	$118.81 - $129.12 $353,578 - $384,261	2,976 Added 1.57%	191,934 $24.8 Million
Q3 2021 Nov 12, 2021	BUY	$117.12 - $125.76 $1.57 Million - $1.68 Million	13,387 Added 7.62%	188,958 $22.2 Million
Q1 2021 May 13, 2021	BUY	$104.47 - $119.79 $725,439 - $831,821	6,944 Added 4.12%	175,571 $20.7 Million
Q4 2020 Jan 21, 2021	BUY	$91.76 - $107.36 $173,151 - $202,588	1,887 Added 1.13%	168,627 $17.9 Million
Q3 2020 Oct 23, 2020	SELL	$88.24 - $98.33 $15,442 - $17,207	-175 Reduced 0.1%	166,740 $15.4 Million
Q2 2020 Jul 21, 2020	SELL	$76.15 - $100.68 $24,901 - $32,922	-327 Reduced 0.2%	166,915 $15.2 Million
Q1 2020 Apr 15, 2020	BUY	$68.26 - $108.76 $912,704 - $1.45 Million	13,371 Added 8.69%	167,242 $13.4 Million
Q4 2019 Jan 23, 2020	BUY	$98.73 - $107.77 $408,544 - $445,952	4,138 Added 2.76%	153,871 $16.6 Million
Q3 2019 Oct 28, 2019	BUY	$101.59 - $103.8 $476,558 - $486,925	4,691 Added 3.23%	149,733 $15.4 Million
Q2 2019 Jul 24, 2019	BUY	N/A	8,103 Added 5.92%	145,042 $14.6 Million
Q1 2019 Apr 24, 2019	BUY	N/A	6,536 Added 5.01%	136,939 $13.6 Million
Q4 2018 Feb 13, 2019	BUY	N/A	130,403 New	130,403 $11.7 Million

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

Ticker SDY
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Wolff Financial Management LLC Spdr Series Tr Spdr S&P Divide Transaction History