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 1,819 shares of SDY stock, worth $257,479. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,819
Previous 1,819 -0.0%
Holding current value
$257,479
Previous $231,000 11.69%
% of portfolio
0.15%
Previous 0.14%

Shares

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

About SPDR SERIES TR SPDR S&P DIVIDE


  • Ticker SDY
  • Sector ETFs
  • Industry ETFs
More about SDY
Track This Portfolio

Track Worth Asset Management, LLC Portfolio

Follow Worth Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Worth Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Worth Asset Management, LLC with notifications on news.