Joel Adams & Associates, Inc. Spdr Series Tr Spdr S&P Divide Transaction History

Joel Adams & Associates, Inc.

  • $133 Billion
  • Q4 2025

A detailed history of Joel Adams & Associates, Inc. transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Joel Adams & Associates, Inc. holds 3,696 shares of SDY stock, worth $510,861. This represents 0.39% of its overall portfolio holdings.

Number of Shares
3,696
Previous 1,589 132.6%
Holding current value
$510,861
Previous $223 Million 131.04%
% of portfolio
0.39%
Previous 0.18%

Shares

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

Jan 27, 2026
BUY
$136.06 - $140.64 $286,678 - $296,328
2,107 Added 132.6%
3,696 $514 Million
Q3 2025

Nov 06, 2025
SELL
$136.48 - $142.97 $13,647 - $14,297
-100 Reduced 5.92%
1,589 $223 Million
Q2 2025

Jul 25, 2025
SELL
$121.58 - $136.74 $48,875 - $54,969
-402 Reduced 19.23%
1,689 $229 Million
Q1 2025

Apr 22, 2025
BUY
$128.74 - $138.67 $61,795 - $66,561
480 Added 29.8%
2,091 $284 Million
Q4 2024

Jan 31, 2025
BUY
$131.66 - $144.0 $212,104 - $231,984
1,611 New
1,611 $213 Million

Others Institutions Holding SDY

# of Institutions
1,363
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 Joel Adams & Associates, Inc. Portfolio

Follow Joel Adams & Associates, Inc. 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 Joel Adams & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Joel Adams & Associates, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email