Values Added Financial LLC Spdr Series Tr Spdr S&P Divide Transaction History
Values Added Financial LLC
- $225 Billion
- Q3 2025
A detailed history of Values Added Financial LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Values Added Financial LLC holds 3,252 shares of SDY stock, worth $449,491. This represents 0.2% of its overall portfolio holdings.
Number of Shares
3,252
Previous 3,252
-0.0%
Holding current value
$449,491
Previous $441 Million
3.18%
% of portfolio
0.2%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding SDY
# of Institutions
1,350Shares Held
70.6MCall Options Held
59.5KPut Options Held
29.7K-
Bank Of America Corp Charlotte, NC7.36MShares$1.02 Billion0.07% of portfolio
-
Morgan Stanley New York, NY4.74MShares$656 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.12MShares$431 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.03MShares$419 Million0.13% of portfolio
-
Joel Isaacson & Co., LLC2.67MShares$369 Million13.96% of portfolio