Kovitz Investment Group Partners, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Kovitz Investment Group Partners, LLC

$23.6 Billion
Q3 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 23,843 shares of SDY stock, worth $3.3 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

23,843

Previous 24,878 4.16%

Holding current value

$3.3 Million

Previous $3.38 Million 1.1%

% of portfolio

0.01%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$136.48 - $142.97 $141,256 - $147,973	-1,035 Reduced 4.16%	23,843 $3.34 Million
Q2 2025 Aug 14, 2025	BUY	$121.58 - $136.74 $570,453 - $641,584	4,692 Added 23.24%	24,878 $3.38 Million
Q1 2025 May 13, 2025	SELL	$128.74 - $138.67 $7,466 - $8,042	-58 Reduced 0.29%	20,186 $2.74 Million
Q4 2024 Aug 25, 2025	SELL	$131.66 - $144.0 $514,395 - $562,608	-3,907 Reduced 15.7%	20,971 $2.77 Million
Q4 2024 Feb 14, 2025	SELL	$131.66 - $144.0 $89,002 - $97,344	-676 Reduced 3.23%	20,244 $2.67 Million

Q3 2024 Nov 14, 2024	BUY	$125.95 - $142.04 $1.94 Million - $2.19 Million	15,432 Added 281.2%	20,920 $2.97 Million
Q2 2024 Aug 14, 2024	BUY	$124.6 - $132.46 $32,520 - $34,572	261 Added 4.99%	5,488 $697,000
Q1 2024 May 14, 2024	BUY	$122.28 - $131.24 $639,157 - $685,991	5,227 New	5,227 $685,000

Others Institutions Holding SDY

# of Institutions

1,353

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

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Kovitz Investment Group Partners, LLC Spdr Series Tr Spdr S&P Divide Transaction History