Vertex Planning Partners, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Vertex Planning Partners, LLC

  • $453 Billion
  • Q4 2024

A detailed history of Vertex Planning Partners, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 2,546 shares of SDY stock, worth $340,196. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,546
Previous 2,397 6.22%
Holding current value
$340,196
Previous $340 Million 1.22%
% of portfolio
0.07%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$131.66 - $144.0 $19,617 - $21,456
149 Added 6.22%
2,546 $336 Million
Q4 2022

Feb 06, 2023
BUY
$112.65 - $131.57 $270,022 - $315,373
2,397 New
2,397 $300 Million

Others Institutions Holding SDY

# of Institutions
1,312
Shares Held
72.9M
Call Options Held
51K
Put Options Held
46K
View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

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  • Ticker SDY
  • Sector ETFs
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More about SDY
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