Ashford Advisors, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Ashford Advisors, LLC

  • $452 Million
  • Q3 2025

A detailed history of Ashford Advisors, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Ashford Advisors, LLC holds 4,000 shares of SDY stock, worth $552,880. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,000
Previous 1,848 116.45%
Holding current value
$552,880
Previous $250,000 124.0%
% of portfolio
0.12%
Previous 0.06%

Shares

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

Nov 03, 2025
BUY
$136.48 - $142.97 $293,704 - $307,671
2,152 Added 116.45%
4,000 $560,000
Q2 2025

Jul 24, 2025
SELL
$121.58 - $136.74 $261,640 - $294,264
-2,152 Reduced 53.8%
1,848 $250,000
Q1 2024

Apr 26, 2024
SELL
$122.28 - $131.24 $179,140 - $192,266
-1,465 Reduced 26.81%
4,000 $524,000
Q4 2020

May 11, 2021
BUY
$91.76 - $107.36 $501,468 - $586,722
5,465 New
5,465 $579,000

Others Institutions Holding SDY

# of Institutions
1,350
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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