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

Private Wealth Group, LLC

$207 Million
Q4 2025

A detailed history of Private Wealth Group, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Private Wealth Group, LLC holds 50,071 shares of SDY stock, worth $6.92 Million. This represents 3.34% of its overall portfolio holdings.

Number of Shares

50,071

Previous 48,622 2.98%

Holding current value

$6.92 Million

Previous $6.81 Million 1.63%

% of portfolio

3.34%

Previous 3.45%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$136.06 - $140.64 $197,150 - $203,787	1,449 Added 2.98%	50,071 $6.92 Million
Q3 2025 Oct 22, 2025	SELL	$136.48 - $142.97 $402,888 - $422,047	-2,952 Reduced 5.72%	48,622 $6.81 Million
Q2 2025 Jul 22, 2025	BUY	$121.58 - $136.74 $422,247 - $474,898	3,473 Added 7.22%	51,574 $7 Million
Q1 2025 Apr 16, 2025	SELL	$128.74 - $138.67 $174,313 - $187,759	-1,354 Reduced 2.74%	48,101 $6.46 Million
Q4 2024 Jan 17, 2025	BUY	$131.66 - $144.0 $171,158 - $187,200	1,300 Added 2.7%	49,455 $6.53 Million

Q3 2024 Oct 28, 2024	SELL	$125.95 - $142.04 $239,053 - $269,591	-1,898 Reduced 3.79%	48,155 $6.84 Million
Q2 2024 Jul 24, 2024	BUY	$124.6 - $132.46 $51,584 - $54,838	414 Added 0.83%	50,053 $6.37 Million
Q1 2024 Apr 25, 2024	SELL	$122.28 - $131.24 $634,755 - $681,266	-5,191 Reduced 9.47%	49,639 $6.51 Million
Q4 2023 Jan 26, 2024	SELL	$110.2 - $125.58 $2.17 Million - $2.47 Million	-19,704 Reduced 26.44%	54,830 $6.85 Million
Q3 2023 Nov 14, 2023	BUY	$115.01 - $127.58 $7.44 Million - $8.25 Million	64,658 Added 654.7%	74,534 $8.57 Million
Q2 2023 Aug 10, 2023	SELL	$117.3 - $124.97 $53,488 - $56,986	-456 Reduced 4.41%	9,876 $1.21 Million
Q1 2023 May 01, 2023	SELL	$117.74 - $132.18 $10,125 - $11,367	-86 Reduced 0.83%	10,332 $1.28 Million
Q4 2022 Feb 06, 2023	BUY	$112.65 - $131.57 $114,227 - $133,411	1,014 Added 10.78%	10,418 $1.3 Million
Q3 2022 Oct 12, 2022	BUY	$111.5 - $132.34 $114,845 - $136,310	1,030 Added 12.3%	9,404 $1.05 Million
Q2 2022 Jul 13, 2022	SELL	$114.07 - $132.3 $21,445 - $24,872	-188 Reduced 2.2%	8,374 $994,000
Q1 2022 Apr 13, 2022	BUY	$121.65 - $130.75 $68,002 - $73,089	559 Added 6.98%	8,562 $1.1 Million
Q4 2021 Jan 18, 2022	SELL	$118.81 - $129.12 $1,663 - $1,807	-14 Reduced 0.17%	8,003 $1.03 Million
Q3 2021 Oct 27, 2021	BUY	$117.12 - $125.76 $77,650 - $83,378	663 Added 9.02%	8,017 $942,000
Q2 2021 Aug 06, 2021	BUY	$118.74 - $127.47 $215,513 - $231,358	1,815 Added 32.77%	7,354 $899,000
Q1 2021 May 03, 2021	BUY	$104.47 - $119.79 $361,048 - $413,994	3,456 Added 165.91%	5,539 $654,000
Q4 2020 Feb 01, 2021	BUY	$91.76 - $107.36 $191,136 - $223,630	2,083 New	2,083 $221,000

Others Institutions Holding SDY

# of Institutions

1,352

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

Ticker SDY
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Private Wealth Group, LLC Spdr Series Tr Spdr S&P Divide Transaction History