Summit Financial, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Summit Financial, LLC

$6 Billion
Q3 2025

A detailed history of Summit Financial, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Summit Financial, LLC holds 15,495 shares of SDY stock, worth $2.14 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

15,495

Previous 9,400 64.84%

Holding current value

$2.14 Million

Previous $1.28 Million 70.2%

% of portfolio

0.04%

Previous 0.03%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$136.48 - $142.97 $831,845 - $871,402	6,095 Added 64.84%	15,495 $2.17 Million
Q2 2025 Aug 13, 2025	SELL	$121.58 - $136.74 $17,507 - $19,690	-144 Reduced 1.51%	9,400 $1.28 Million
Q1 2025 May 14, 2025	BUY	$128.74 - $138.67 $143,416 - $154,478	1,114 Added 13.21%	9,544 $1.29 Million
Q4 2024 Feb 12, 2025	BUY	$131.66 - $144.0 $29,755 - $32,544	226 Added 2.75%	8,430 $1.11 Million
Q3 2024 Nov 12, 2024	BUY	$125.95 - $142.04 $629 - $710	5 Added 0.06%	8,204 $1.17 Million

Q2 2024 Jul 31, 2024	SELL	$124.6 - $132.46 $32,396 - $34,439	-260 Reduced 3.07%	8,199 $1.04 Million
Q1 2024 Apr 24, 2024	BUY	$122.28 - $131.24 $34,360 - $36,878	281 Added 3.44%	8,459 $1.11 Million
Q4 2023 Feb 05, 2024	BUY	$110.2 - $125.58 $6,391 - $7,283	58 Added 0.71%	8,178 $1.02 Million
Q3 2023 Nov 07, 2023	BUY	$115.01 - $127.58 $5,520 - $6,123	48 Added 0.59%	8,120 $933,000
Q2 2023 Aug 11, 2023	BUY	$117.3 - $124.97 $83,986 - $89,478	716 Added 9.73%	8,072 $989,000
Q1 2023 May 03, 2023	BUY	$117.74 - $132.18 $8,595 - $9,649	73 Added 1.0%	7,356 $910,000
Q4 2022 Feb 07, 2023	BUY	$112.65 - $131.57 $10,476 - $12,236	93 Added 1.29%	7,283 $911,000
Q3 2022 Nov 15, 2022	BUY	$111.5 - $132.34 $44,265 - $52,538	397 Added 5.84%	7,190 $802 Million
Q2 2022 Aug 12, 2022	BUY	$114.07 - $132.3 $331,487 - $384,463	2,906 Added 74.76%	6,793 $0
Q1 2022 May 10, 2022	BUY	$121.65 - $130.75 $2,311 - $2,484	19 Added 0.49%	3,887 $0
Q4 2021 Feb 07, 2022	BUY	$118.81 - $129.12 $3,564 - $3,873	30 Added 0.78%	3,868 $0
Q3 2021 Nov 08, 2021	BUY	$117.12 - $125.76 $3,279 - $3,521	28 Added 0.73%	3,838 $0
Q2 2021 Aug 06, 2021	BUY	$118.74 - $127.47 $2,731 - $2,931	23 Added 0.61%	3,810 $0
Q1 2021 May 03, 2021	BUY	$104.47 - $119.79 $64,040 - $73,431	613 Added 19.31%	3,787 $0
Q4 2020 Feb 09, 2021	BUY	$91.76 - $107.36 $291,246 - $340,760	3,174 New	3,174 $0

Others Institutions Holding SDY

# of Institutions

1,350

Shares Held

70.6M

Call Options Held

59.5K

Put Options Held

29.7K

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About SPDR SERIES TR SPDR S&P DIVIDE

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Summit Financial, LLC Spdr Series Tr Spdr S&P Divide Transaction History