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

Marshall Financial Group LLC

  • $460 Million
  • Q4 2025

A detailed history of Marshall Financial Group LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Marshall Financial Group LLC holds 1,794 shares of SDY stock, worth $247,966. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,794
Previous 1,884 4.78%
Holding current value
$247,966
Previous $263,000 6.08%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Jan 08, 2026
SELL
$136.06 - $140.64 $12,245 - $12,657
-90 Reduced 4.78%
1,794 $247,000
Q1 2025

Apr 16, 2025
SELL
$128.74 - $138.67 $20,598 - $22,187
-160 Reduced 7.83%
1,884 $253,000
Q3 2024

Oct 16, 2024
BUY
$125.95 - $142.04 $9,194 - $10,368
73 Added 3.7%
2,044 $290,000
Q2 2024

Jul 19, 2024
BUY
$124.6 - $132.46 $245,586 - $261,078
1,971 New
1,971 $250,000
Q2 2023

Jul 17, 2023
SELL
$117.3 - $124.97 $37,536 - $39,990
-320 Reduced 13.06%
2,131 $261,000
Q1 2023

Apr 18, 2023
BUY
$117.74 - $132.18 $66,994 - $75,210
569 Added 30.23%
2,451 $303,000
Q4 2022

Feb 01, 2023
SELL
$112.65 - $131.57 $64,097 - $74,863
-569 Reduced 23.22%
1,882 $235,000
Q4 2021

Jan 27, 2022
SELL
$118.81 - $129.12 $46,929 - $51,002
-395 Reduced 13.88%
2,451 $316,000
Q1 2021

Apr 20, 2021
BUY
$104.47 - $119.79 $297,321 - $340,922
2,846 New
2,846 $336,000

Others Institutions Holding SDY

# of Institutions
1,368
Shares Held
70.8M
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
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