Adamsbrown Wealth Consultants LLC Spdr Series Tr Spdr S&P Divide Transaction History

Adamsbrown Wealth Consultants LLC

$292 Million
Q4 2024

A detailed history of Adamsbrown Wealth Consultants LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Adamsbrown Wealth Consultants LLC holds 3,691 shares of SDY stock, worth $503,969. This represents 0.17% of its overall portfolio holdings.

Number of Shares

3,691

Previous 4,708 21.6%

Holding current value

$503,969

Previous $668,000 27.1%

% of portfolio

0.17%

Previous 0.23%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$131.66 - $144.0 $133,898 - $146,448	-1,017 Reduced 21.6%	3,691 $487,000
Q3 2024 Oct 11, 2024	SELL	$125.95 - $142.04 $65,116 - $73,434	-517 Reduced 9.89%	4,708 $668,000
Q2 2024 Jul 12, 2024	SELL	$124.6 - $132.46 $583,003 - $619,780	-4,679 Reduced 47.24%	5,225 $664,000
Q1 2024 Apr 30, 2024	SELL	$122.28 - $131.24 $8.52 Million - $9.15 Million	-69,700 Reduced 87.56%	9,904 $1.3 Million
Q4 2023 Jan 29, 2024	BUY	$110.2 - $125.58 $418,980 - $477,455	3,802 Added 5.02%	79,604 $9.95 Million
Q3 2023 Oct 24, 2023	BUY	$115.01 - $127.58 $516,279 - $572,706	4,489 Added 6.29%	75,802 $8.72 Million
Q2 2023 Jul 12, 2023	BUY	$117.3 - $124.97 $1.2 Million - $1.28 Million	10,238 Added 16.76%	71,313 $8.74 Million
Q1 2023 May 10, 2023	BUY	$117.74 - $132.18 $849,494 - $953,678	7,215 Added 13.4%	61,075 $7.56 Million
Q4 2022 Jan 27, 2023	BUY	$112.65 - $131.57 $815,586 - $952,566	7,240 Added 15.53%	53,860 $0
Q3 2022 Oct 26, 2022	BUY	$111.5 - $132.34 $160,560 - $190,569	1,440 Added 3.19%	46,620 $5.2 Million
Q2 2022 Jul 27, 2022	BUY	$114.07 - $132.3 $911,305 - $1.06 Million	7,989 Added 21.48%	45,180 $5.36 Million
Q1 2022 May 16, 2022	BUY	$121.65 - $130.75 $695,229 - $747,236	5,715 Added 18.16%	37,191 $4.77 Million
Q4 2021 Feb 17, 2022	BUY	$118.81 - $129.12 $3.74 Million - $4.06 Million	31,476 New	31,476 $4.06 Million

Others Institutions Holding SDY

# of Institutions

1,311

Shares Held

73.3M

Call Options Held

42.1K

Put Options Held

37.4K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
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Adamsbrown Wealth Consultants LLC Spdr Series Tr Spdr S&P Divide Transaction History