Cbiz Investment Advisory Services, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Cbiz Investment Advisory Services, LLC

$2.55 Billion
Q3 2025

A detailed history of Cbiz Investment Advisory Services, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Cbiz Investment Advisory Services, LLC holds 1,980 shares of SDY stock, worth $273,675. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,980

Previous 1,980 -0.0%

Holding current value

$273,675

Previous $268,000 3.36%

% of portfolio

0.01%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$125.95 - $142.04 $127,461 - $143,744	-1,012 Reduced 33.82%	1,980 $281,000
Q3 2023 Nov 03, 2023	SELL	$115.01 - $127.58 $352,160 - $390,649	-3,062 Reduced 50.58%	2,992 $344,000
Q1 2023 May 09, 2023	BUY	$117.74 - $132.18 $712,797 - $800,217	6,054 New	6,054 $748,000
Q2 2022 Aug 02, 2022	BUY	$114.07 - $132.3 $829,745 - $962,350	7,274 New	7,274 $863,000
Q1 2022 May 03, 2022	SELL	$121.65 - $130.75 $884,882 - $951,075	-7,274 Closed	0 $0

Q2 2021 Aug 16, 2021	BUY	$118.74 - $127.47 $508,444 - $545,826	4,282 Added 143.11%	7,274 $889,000
Q1 2021 May 17, 2021	SELL	$104.47 - $119.79 $495,814 - $568,523	-4,746 Reduced 61.33%	2,992 $353,000
Q4 2020 Feb 16, 2021	SELL	$91.76 - $107.36 $312,075 - $365,131	-3,401 Reduced 30.53%	7,738 $818,000
Q3 2020 Nov 13, 2020	SELL	$88.24 - $98.33 $3,882 - $4,326	-44 Reduced 0.39%	11,139 $1.03 Million
Q2 2020 Aug 14, 2020	SELL	$76.15 - $100.68 $144,913 - $191,594	-1,903 Reduced 14.54%	11,183 $1.02 Million
Q1 2020 May 15, 2020	BUY	$68.26 - $108.76 $1,706 - $2,719	25 Added 0.19%	13,086 $1.05 Million
Q4 2019 Feb 12, 2020	BUY	$98.73 - $107.77 $1.29 Million - $1.41 Million	13,061 New	13,061 $1.41 Million

Others Institutions Holding SDY

# of Institutions

1,353

Shares Held

70.6M

Call Options Held

59.5K

Put Options Held

29.7K

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About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
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Cbiz Investment Advisory Services, LLC Spdr Series Tr Spdr S&P Divide Transaction History