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

Connecticut Wealth Management, LLC

  • $2.23 Billion
  • Q3 2025

A detailed history of Connecticut Wealth Management, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 22,281 shares of SDY stock, worth $3.08 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
22,281
Previous 36,336 38.68%
Holding current value
$3.08 Million
Previous $4.93 Million 36.73%
% of portfolio
0.14%
Previous 0.24%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
SELL
$136.48 - $142.97 $1.92 Million - $2.01 Million
-14,055 Reduced 38.68%
22,281 $3.12 Million
Q2 2025

Aug 14, 2025
SELL
$121.58 - $136.74 $320,241 - $360,173
-2,634 Reduced 6.76%
36,336 $4.93 Million
Q1 2025

May 15, 2025
BUY
$128.74 - $138.67 $5.02 Million - $5.4 Million
38,970 New
38,970 $5.29 Million
Q3 2024

Nov 13, 2024
SELL
$125.95 - $142.04 $66,753 - $75,281
-530 Reduced 1.22%
42,886 $6.09 Million
Q2 2024

Aug 13, 2024
SELL
$124.6 - $132.46 $31,399 - $33,379
-252 Reduced 0.58%
43,416 $5.52 Million
Q1 2024

May 01, 2024
SELL
$122.28 - $131.24 $232,454 - $249,487
-1,901 Reduced 4.17%
43,668 $5.73 Million
Q4 2023

Feb 06, 2024
BUY
$110.2 - $125.58 $110 - $125
1 Added 0.0%
45,569 $5.69 Million
Q3 2023

Oct 19, 2023
SELL
$115.01 - $127.58 $11,961 - $13,268
-104 Reduced 0.23%
45,568 $5.24 Million
Q2 2023

Jul 25, 2023
SELL
$117.3 - $124.97 $242,693 - $258,562
-2,069 Reduced 4.33%
45,672 $5.6 Million
Q1 2023

Apr 18, 2023
BUY
$117.74 - $132.18 $2.74 Million - $3.07 Million
23,254 Added 94.96%
47,741 $5.91 Million
Q4 2022

Jan 17, 2023
SELL
$112.65 - $131.57 $225 - $263
-2 Reduced 0.01%
24,487 $0
Q3 2022

Nov 02, 2022
BUY
$111.5 - $132.34 $892 - $1,058
8 Added 0.03%
24,489 $2.73 Million
Q2 2022

Jul 12, 2022
SELL
$114.07 - $132.3 $52,814 - $61,254
-463 Reduced 1.86%
24,481 $2.91 Million
Q1 2022

Apr 18, 2022
SELL
$121.65 - $130.75 $40,509 - $43,539
-333 Reduced 1.32%
24,944 $3.2 Million
Q4 2021

Jan 24, 2022
SELL
$118.81 - $129.12 $101,582 - $110,397
-855 Reduced 3.27%
25,277 $3.26 Million
Q3 2021

Nov 02, 2021
SELL
$117.12 - $125.76 $53,406 - $57,346
-456 Reduced 1.72%
26,132 $3.07 Million
Q2 2021

Jul 29, 2021
BUY
$118.74 - $127.47 $3.16 Million - $3.39 Million
26,588 New
26,588 $3.25 Million
Q1 2021

Apr 29, 2021
SELL
$104.47 - $119.79 $3.14 Million - $3.6 Million
-30,080 Closed
0 $0
Q4 2020

Jan 29, 2021
SELL
$91.76 - $107.36 $183,887 - $215,149
-2,004 Reduced 6.25%
30,080 $3.19 Million
Q3 2020

Oct 13, 2020
SELL
$88.24 - $98.33 $601,796 - $670,610
-6,820 Reduced 17.53%
32,084 $2.97 Million
Q2 2020

Jul 14, 2020
SELL
$76.15 - $100.68 $149,863 - $198,138
-1,968 Reduced 4.82%
38,904 $3.55 Million
Q1 2020

Apr 20, 2020
SELL
$68.26 - $108.76 $156,929 - $250,039
-2,299 Reduced 5.33%
40,872 $3.26 Million
Q4 2019

Jan 29, 2020
BUY
$98.73 - $107.77 $8,885 - $9,699
90 Added 0.21%
43,171 $4.64 Million
Q3 2019

Oct 24, 2019
SELL
$101.59 - $103.8 $185,604 - $189,642
-1,827 Reduced 4.07%
43,081 $4.42 Million
Q2 2019

Jul 29, 2019
BUY
N/A
21,655 Added 93.13%
44,908 $4.53 Million
Q1 2019

Apr 23, 2019
SELL
N/A
-693 Reduced 2.89%
23,253 $2.31 Million
Q4 2018

Jan 28, 2019
SELL
N/A
-534 Reduced 2.18%
23,946 $2.14 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-752 Reduced 2.98%
24,480 $2.4 Million
Q2 2018

Aug 07, 2018
SELL
N/A
-365 Reduced 1.43%
25,232 $2.34 Million
Q1 2018

May 08, 2018
SELL
N/A
-6,121 Reduced 19.3%
25,597 $2.29 Million
Q4 2017

Feb 14, 2018
SELL
N/A
-1,300 Reduced 3.94%
31,718 $3.03 Million
Q3 2017

Nov 08, 2017
BUY
N/A
33,018
33,018 $3.03 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
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