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

Worth Asset Management, LLC

  • $183 Million
  • Q2 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 2,301 shares of SDY stock, worth $319,378. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,301
Previous 1,857 23.91%
Holding current value
$319,378
Previous $249,000 25.3%
% of portfolio
0.17%
Previous 0.15%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,335
Shares Held
70.6M
Call Options Held
48.3K
Put Options Held
37.9K
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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