Slate Stone Wealth, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Slate Stone Wealth, LLC

$1.16 Billion
Q3 2025

A detailed history of Slate Stone Wealth, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Slate Stone Wealth, LLC holds 9,441 shares of SDY stock, worth $1.3 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

9,441

Previous 9,320 1.3%

Holding current value

$1.3 Million

Previous $1.27 Million 4.51%

% of portfolio

0.11%

Previous 0.12%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$136.48 - $142.97 $16,514 - $17,299	121 Added 1.3%	9,441 $1.32 Million
Q2 2025 Aug 12, 2025	SELL	$121.58 - $136.74 $92,765 - $104,332	-763 Reduced 7.57%	9,320 $1.27 Million
Q1 2025 May 08, 2025	BUY	$128.74 - $138.67 $158,092 - $170,286	1,228 Added 13.87%	10,083 $1.37 Million
Q4 2024 Feb 10, 2025	BUY	$131.66 - $144.0 $234,486 - $256,464	1,781 Added 25.18%	8,855 $1.17 Million
Q3 2024 Nov 07, 2024	SELL	$125.95 - $142.04 $182,627 - $205,958	-1,450 Reduced 17.01%	7,074 $1.01 Million

Q2 2024 Jul 25, 2024	BUY	$124.6 - $132.46 $39,996 - $42,519	321 Added 3.91%	8,524 $1.08 Million
Q1 2024 Apr 26, 2024	BUY	$122.28 - $131.24 $53,069 - $56,958	434 Added 5.59%	8,203 $1.08 Million
Q4 2023 Feb 01, 2024	SELL	$110.2 - $125.58 $418,098 - $476,450	-3,794 Reduced 32.81%	7,769 $971,000
Q3 2023 Oct 12, 2023	SELL	$115.01 - $127.58 $306,041 - $339,490	-2,661 Reduced 18.71%	11,563 $1.33 Million
Q2 2023 Aug 07, 2023	SELL	$117.3 - $124.97 $291,021 - $310,050	-2,481 Reduced 14.85%	14,224 $1.74 Million
Q1 2023 Aug 08, 2023	BUY	$117.74 - $132.18 $273,745 - $307,318	2,325 Added 16.35%	16,549 $2.05 Million
Q4 2022 Feb 01, 2023	BUY	$112.65 - $131.57 $501,855 - $586,144	4,455 Added 36.37%	16,705 $2.09 Million
Q3 2022 Nov 03, 2022	BUY	$111.5 - $132.34 $747,050 - $886,678	6,700 Added 120.72%	12,250 $1.37 Million
Q2 2022 Aug 04, 2022	BUY	$114.07 - $132.3 $633,088 - $734,265	5,550 New	5,550 $659,000

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

Ticker SDY
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Slate Stone Wealth, LLC Spdr Series Tr Spdr S&P Divide Transaction History