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

Lewis Asset Management, LLC

  • $131 Billion
  • Q4 2024

A detailed history of Lewis Asset Management, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Lewis Asset Management, LLC holds 26,054 shares of SDY stock, worth $3.5 Million. This represents 2.63% of its overall portfolio holdings.

Number of Shares
26,054
Previous 27,353 4.75%
Holding current value
$3.5 Million
Previous $3.89 Billion 11.42%
% of portfolio
2.63%
Previous 2.83%

Shares

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

Jan 23, 2025
SELL
$131.66 - $144.0 $171,026 - $187,056
-1,299 Reduced 4.75%
26,054 $3.44 Billion
Q3 2024

Oct 31, 2024
SELL
$125.95 - $142.04 $93,580 - $105,535
-743 Reduced 2.64%
27,353 $3.89 Billion
Q2 2024

Jul 30, 2024
SELL
$124.6 - $132.46 $20,559 - $21,855
-165 Reduced 0.58%
28,096 $3.57 Billion
Q1 2024

May 01, 2024
SELL
$122.28 - $131.24 $132,306 - $142,001
-1,082 Reduced 3.69%
28,261 $3.71 Billion
Q4 2023

Jan 23, 2024
BUY
$110.2 - $125.58 $3.23 Million - $3.68 Million
29,343 New
29,343 $3.67 Billion

Others Institutions Holding SDY

# of Institutions
1,309
Shares Held
73.3M
Call Options Held
42.1K
Put Options Held
37.4K
View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

SDY Quotes by TradingView
  • Ticker SDY
  • Sector ETFs
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More about SDY
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