Legacy Financial Group LLC Spdr Series Tr Spdr S&P Divide Transaction History

Legacy Financial Group LLC

$614 Million
Q3 2025

A detailed history of Legacy Financial Group LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Legacy Financial Group LLC holds 289,628 shares of SDY stock, worth $40 Million. This represents 6.61% of its overall portfolio holdings.

Number of Shares

289,628

Previous 286,592 1.06%

Holding current value

$40 Million

Previous $38.9 Million 4.28%

% of portfolio

6.61%

Previous 6.58%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Jan 06, 2026	BUY	$136.48 - $142.97 $414,353 - $434,056	3,036 Added 1.06%	289,628 $40.6 Million
Q2 2025 Jul 15, 2025	SELL	$121.58 - $136.74 $9.94 Million - $11.2 Million	-81,756 Reduced 22.2%	286,592 $38.9 Million
Q1 2025 Apr 09, 2025	SELL	$128.74 - $138.67 $1.16 Million - $1.25 Million	-9,020 Reduced 2.39%	368,348 $49.5 Million
Q4 2024 Jan 21, 2025	BUY	$131.66 - $144.0 $406,566 - $444,672	3,088 Added 0.83%	377,368 $49.9 Million
Q3 2024 Oct 15, 2024	BUY	$125.95 - $142.04 $365,380 - $412,058	2,901 Added 0.78%	374,280 $53.2 Billion

Q2 2024 Jul 17, 2024	SELL	$124.6 - $132.46 $2.77 Million - $2.94 Million	-22,215 Reduced 5.64%	371,379 $47.2 Billion
Q1 2024 Apr 10, 2024	BUY	$122.28 - $131.24 $45.3 Million - $48.6 Million	370,094 Added 1574.87%	393,594 $51.7 Billion
Q4 2023 Jan 22, 2024	SELL	$110.2 - $125.58 $41.6 Million - $47.4 Million	-377,201 Reduced 94.14%	23,500 $2.94 Billion
Q3 2023 Oct 24, 2023	BUY	$115.01 - $127.58 $943,427 - $1.05 Million	8,203 Added 2.09%	400,701 $46.1 Million
Q2 2023 Jul 24, 2023	SELL	$117.3 - $124.97 $9.92 Million - $10.6 Million	-84,597 Reduced 17.73%	392,498 $48.1 Million
Q1 2023 Apr 21, 2023	BUY	$117.74 - $132.18 $2.42 Million - $2.71 Million	20,517 Added 4.49%	477,095 $59 Million
Q4 2022 Jan 26, 2023	BUY	$112.65 - $131.57 $7.05 Million - $8.23 Million	62,586 Added 15.89%	456,578 $0
Q3 2022 Oct 13, 2022	BUY	$111.5 - $132.34 $1.83 Million - $2.18 Million	16,438 Added 4.35%	393,992 $43.9 Million
Q2 2022 Jul 08, 2022	BUY	$114.07 - $132.3 $486,280 - $563,994	4,263 Added 1.14%	377,554 $44.8 Million
Q1 2022 Apr 12, 2022	BUY	$121.65 - $130.75 $12.6 Million - $13.6 Million	103,687 Added 38.46%	373,291 $47.8 Million
Q4 2021 Jan 20, 2022	SELL	$118.81 - $129.12 $10.3 Million - $11.2 Million	-86,863 Reduced 24.37%	269,604 $35.1 Million
Q3 2021 Oct 22, 2021	BUY	$117.12 - $125.76 $1.42 Million - $1.53 Million	12,165 Added 3.53%	356,467 $41.9 Million
Q2 2021 Jul 20, 2021	BUY	$118.74 - $127.47 $6.51 Million - $6.99 Million	54,824 Added 18.94%	344,302 $42.1 Million
Q1 2021 Apr 26, 2021	BUY	$104.47 - $119.79 $10.7 Million - $12.3 Million	102,467 Added 54.79%	289,478 $34.2 Million
Q4 2020 Jan 28, 2021	BUY	$91.76 - $107.36 $17.2 Million - $20.1 Million	187,011 New	187,011 $19.8 Million

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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Legacy Financial Group LLC Spdr Series Tr Spdr S&P Divide Transaction History