Worth Asset Management, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Worth Asset Management, LLC

  • $195 Million
  • Q3 2025

A detailed history of Worth Asset Management, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Worth Asset Management, LLC holds 1,857 shares of SDY stock, worth $256,674. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,857
Previous 2,301 19.3%
Holding current value
$256,674
Previous $312,000 16.67%
% of portfolio
0.13%
Previous 0.17%

Shares

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

Oct 17, 2025
SELL
$136.48 - $142.97 $60,597 - $63,478
-444 Reduced 19.3%
1,857 $260,000
Q2 2025

Jul 10, 2025
BUY
$121.58 - $136.74 $53,981 - $60,712
444 Added 23.91%
2,301 $312,000
Q1 2025

Apr 09, 2025
BUY
$128.74 - $138.67 $4,892 - $5,269
38 Added 2.09%
1,857 $249,000
Q4 2023

Jan 10, 2024
SELL
$110.2 - $125.58 $18,844 - $21,474
-171 Reduced 8.59%
1,819 $227,000
Q1 2022

May 13, 2022
BUY
$121.65 - $130.75 $242,083 - $260,192
1,990 New
1,990 $245,000

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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