Bartlett & Co. Wealth Management LLC Spdr Series Tr Spdr S&P Divide Transaction History

Bartlett & Co. Wealth Management LLC

  • $7.34 Billion
  • Q3 2025

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 2,892 shares of SDY stock, worth $399,732. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,892
Previous 2,892 -0.0%
Holding current value
$399,732
Previous $393 Million 99.9%
% of portfolio
0.01%
Previous 0.01%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
$128.74 - $138.67 $28,194 - $30,368
-219 Reduced 7.04%
2,892 $392 Million
Q3 2024

Oct 17, 2024
SELL
$125.95 - $142.04 $6,045 - $6,817
-48 Reduced 1.52%
3,111 $442 Million
Q4 2023

Feb 14, 2024
SELL
$110.2 - $125.58 $11,681 - $13,311
-106 Reduced 3.25%
3,159 $396 Million
Q3 2023

Feb 14, 2024
SELL
$115.01 - $127.58 $44,853 - $49,756
-390 Reduced 10.67%
3,265 $376 Million
Q2 2023

Feb 14, 2024
BUY
$117.3 - $124.97 $23,460 - $24,994
200 Added 5.79%
3,655 $448 Million
Q4 2022

Feb 14, 2024
SELL
$112.65 - $131.57 $4,843 - $5,657
-43 Reduced 1.23%
3,455 $432 Million
Q1 2022

Feb 14, 2024
BUY
$121.65 - $130.75 $38,928 - $41,840
320 Added 10.07%
3,498 $448 Million
Q3 2021

Feb 13, 2024
SELL
$117.12 - $125.76 $31,388 - $33,703
-268 Reduced 7.78%
3,178 $374 Million
Q2 2021

Feb 13, 2024
BUY
$118.74 - $127.47 $53,551 - $57,488
451 Added 15.06%
3,446 $421 Million
Q1 2021

Feb 13, 2024
SELL
$104.47 - $119.79 $2,089 - $2,395
-20 Reduced 0.66%
2,995 $354 Million
Q4 2020

Feb 13, 2024
BUY
$91.76 - $107.36 $56,432 - $66,026
615 Added 25.62%
3,015 $319 Million
Q2 2020

Feb 13, 2024
BUY
$76.15 - $100.68 $79,805 - $105,512
1,048 Added 77.51%
2,400 $219 Million
Q1 2020

Feb 13, 2024
SELL
$68.26 - $108.76 $32,833 - $52,313
-481 Reduced 26.24%
1,352 $108 Million
Q4 2019

Feb 13, 2024
BUY
$98.73 - $107.77 $47,489 - $51,837
481 Added 35.58%
1,833 $197 Million
Q3 2019

Feb 13, 2024
SELL
$101.59 - $103.8 $8,431 - $8,615
-83 Reduced 5.78%
1,352 $139 Million
Q2 2019

Feb 13, 2024
SELL
N/A
-63 Reduced 4.21%
1,435 $145 Million
Q2 2018

Feb 13, 2024
SELL
N/A
-150 Reduced 9.1%
1,498 $139 Million
Q1 2018

Feb 13, 2024
BUY
N/A
1,648 New
1,648 $150 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
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