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

Private Wealth Asset Management, LLC

  • $800 Million
  • Q3 2025

A detailed history of Private Wealth Asset Management, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Private Wealth Asset Management, LLC holds 181 shares of SDY stock, worth $25,017. This represents 0.0% of its overall portfolio holdings.

Number of Shares
181
Previous 296 38.85%
Holding current value
$25,017
Previous $40.2 Million 99.94%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Nov 03, 2025
SELL
$136.48 - $142.97 $15,695 - $16,441
-115 Reduced 38.85%
181 $25,000
Q2 2025

Jul 28, 2025
BUY
$121.58 - $136.74 $33,312 - $37,466
274 Added 1245.45%
296 $40.2 Million
Q1 2025

May 15, 2025
BUY
$128.74 - $138.67 $2,832 - $3,050
22 New
22 $2.99 Million

Others Institutions Holding SDY

# of Institutions
1,350
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

SDY Quotes by TradingView
  • Ticker SDY
  • Sector ETFs
  • Industry ETFs
More about SDY
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