Congress Wealth Management LLC Spdr Series Tr Spdr S&P Divide Transaction History

Congress Wealth Management LLC

$9.76 Billion
Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Congress Wealth Management LLC holds 28,516 shares of SDY stock, worth $3.94 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

28,516

Previous 30,124 5.34%

Holding current value

$3.94 Million

Previous $4.09 Million 5.31%

% of portfolio

0.04%

Previous 0.05%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$121.58 - $136.74 $195,500 - $219,877	-1,608 Reduced 5.34%	28,516 $3.87 Million
Q1 2025 May 14, 2025	SELL	$128.74 - $138.67 $108,141 - $116,482	-840 Reduced 2.71%	30,124 $4.09 Million
Q4 2024 Feb 11, 2025	BUY	$131.66 - $144.0 $189,590 - $207,360	1,440 Added 4.88%	30,964 $4.09 Million
Q3 2024 Nov 12, 2024	BUY	$125.95 - $142.04 $2.63 Million - $2.96 Million	20,843 Added 240.1%	29,524 $4.19 Million
Q2 2024 Aug 13, 2024	SELL	$124.6 - $132.46 $8,348 - $8,874	-67 Reduced 0.77%	8,681 $1.1 Million

Q1 2024 Apr 18, 2024	SELL	$122.28 - $131.24 $209,710 - $225,076	-1,715 Reduced 16.39%	8,748 $1.15 Million
Q4 2023 Feb 09, 2024	BUY	$110.2 - $125.58 $277,263 - $315,959	2,516 Added 31.66%	10,463 $1.31 Million
Q3 2023 Oct 30, 2023	BUY	$115.01 - $127.58 $129,616 - $143,782	1,127 Added 16.52%	7,947 $913,000
Q2 2023 Jul 13, 2023	SELL	$117.3 - $124.97 $41,055 - $43,739	-350 Reduced 4.88%	6,820 $835,000
Q1 2023 Apr 14, 2023	SELL	$117.74 - $132.18 $16,719 - $18,769	-142 Reduced 1.94%	7,170 $887,000
Q4 2022 Feb 02, 2023	BUY	$112.65 - $131.57 $7,885 - $9,209	70 Added 0.97%	7,312 $914,000
Q3 2022 Nov 08, 2022	SELL	$111.5 - $132.34 $10,815 - $12,836	-97 Reduced 1.32%	7,242 $808,000
Q2 2022 Aug 11, 2022	BUY	$114.07 - $132.3 $36,160 - $41,939	317 Added 4.51%	7,339 $871,000
Q1 2022 May 16, 2022	SELL	$121.65 - $130.75 $406,067 - $436,443	-3,338 Reduced 32.22%	7,022 $900,000
Q4 2021 Feb 04, 2022	BUY	$118.81 - $129.12 $1.23 Million - $1.34 Million	10,360 New	10,360 $1.34 Million

Others Institutions Holding SDY

# of Institutions

1,351

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

Ticker SDY
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Congress Wealth Management LLC Spdr Series Tr Spdr S&P Divide Transaction History