Badgley Phelps Wealth Managers, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Badgley Phelps Wealth Managers, LLC

$4.21 Billion
Q4 2024

A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 29,612 shares of SDY stock, worth $4.04 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

29,612

Previous 30,633 3.33%

Holding current value

$4.04 Million

Previous $4.35 Million 10.11%

% of portfolio

0.09%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$131.66 - $144.0 $134,424 - $147,024	-1,021 Reduced 3.33%	29,612 $3.91 Million
Q3 2024 Oct 17, 2024	BUY	$125.95 - $142.04 $655,695 - $739,460	5,206 Added 20.47%	30,633 $4.35 Million
Q2 2024 Aug 13, 2024	SELL	$124.6 - $132.46 $12,460 - $13,246	-100 Reduced 0.39%	25,427 $3.23 Million
Q1 2024 May 15, 2024	SELL	$122.28 - $131.24 $89,386 - $95,936	-731 Reduced 2.78%	25,527 $3.35 Million
Q4 2023 Feb 14, 2024	BUY	$110.2 - $125.58 $2.89 Million - $3.3 Million	26,258 New	26,258 $3.28 Million
Q3 2023 Nov 02, 2023	SELL	$115.01 - $127.58 $144,797 - $160,623	-1,259 Reduced 4.45%	27,027 $3.11 Million
Q2 2023 Aug 14, 2023	BUY	$117.3 - $124.97 $3.32 Million - $3.53 Million	28,286 New	28,286 $3.47 Million

Others Institutions Holding SDY

# of Institutions

1,312

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

Ticker SDY
Sector ETFs
Industry ETFs

More about SDY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Badgley Phelps Wealth Managers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Badgley Phelps Wealth Managers, LLC with notifications on news.

Account

Badgley Phelps Wealth Managers, LLC Spdr Series Tr Spdr S&P Divide Transaction History