Confluence Investment Management LLC Spdr Series Tr Spdr S&P Divide Transaction History

Confluence Investment Management LLC

  • $6.32 Billion
  • Q4 2025

A detailed history of Confluence Investment Management LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Confluence Investment Management LLC holds 69,342 shares of SDY stock, worth $9.58 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
69,342
Previous 67,791 2.29%
Holding current value
$9.58 Million
Previous $9.49 Million 0.95%
% of portfolio
0.15%
Previous 0.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 05, 2026
BUY
$136.06 - $140.64 $211,029 - $218,132
1,551 Added 2.29%
69,342 $9.58 Million
Q3 2025

Oct 14, 2025
SELL
$136.48 - $142.97 $1.02 Million - $1.07 Million
-7,479 Reduced 9.94%
67,791 $9.49 Million
Q2 2025

Jul 01, 2025
BUY
$121.58 - $136.74 $9.15 Million - $10.3 Million
75,270 New
75,270 $10.2 Million

Others Institutions Holding SDY

# of Institutions
1,354
Shares Held
70.7M
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
Track This Portfolio

Track Confluence Investment Management LLC Portfolio

Follow Confluence Investment Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Confluence Investment Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Confluence Investment Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email