Caliber Wealth Management, LLC / Ks Spdr Series Tr Spdr S&P Divide Transaction History

Caliber Wealth Management, LLC / Ks

  • $897 Billion
  • Q3 2025

A detailed history of Caliber Wealth Management, LLC / Ks transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 3,323 shares of SDY stock, worth $459,305. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,323
Previous 3,411 2.58%
Holding current value
$459,305
Previous $463 Million 0.52%
% of portfolio
0.05%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
SELL
$136.48 - $142.97 $12,010 - $12,581
-88 Reduced 2.58%
3,323 $465 Million
Q2 2025

Jul 30, 2025
BUY
$121.58 - $136.74 $165,835 - $186,513
1,364 Added 66.63%
3,411 $463 Million
Q1 2025

May 06, 2025
BUY
$128.74 - $138.67 $263,530 - $283,857
2,047 New
2,047 $278 Million

Others Institutions Holding SDY

# of Institutions
1,353
Shares Held
70.6M
Call Options Held
59.5K
Put Options Held
29.7K
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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