Ae Wealth Management LLC Spdr Series Tr Spdr S&P Divide Transaction History

Ae Wealth Management LLC

  • $9.76 Billion
  • Q3 2024

A detailed history of Ae Wealth Management LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Ae Wealth Management LLC holds 4,422 shares of SDY stock, worth $591,177. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,422
Previous 4,721 6.33%
Holding current value
$591,177
Previous $600,000 4.67%
% of portfolio
0.01%
Previous 0.01%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$125.95 - $142.04 $37,659 - $42,469
-299 Reduced 6.33%
4,422 $628,000
Q2 2024

Aug 12, 2024
BUY
$124.6 - $132.46 $200,855 - $213,525
1,612 Added 51.85%
4,721 $600,000
Q1 2024

May 15, 2024
SELL
$122.28 - $131.24 $5.18 Million - $5.56 Million
-42,401 Reduced 93.17%
3,109 $408,000
Q4 2023

Feb 14, 2024
BUY
$110.2 - $125.58 $285,418 - $325,252
2,590 Added 6.03%
45,510 $5.69 Million
Q3 2023

Oct 11, 2023
BUY
$115.01 - $127.58 $27,257 - $30,236
237 Added 0.56%
42,920 $4.94 Million
Q2 2023

Jul 10, 2023
SELL
$117.3 - $124.97 $5,395 - $5,748
-46 Reduced 0.11%
42,683 $5.23 Million
Q1 2023

Apr 14, 2023
SELL
$117.74 - $132.18 $165,777 - $186,109
-1,408 Reduced 3.19%
42,729 $5.29 Million
Q4 2022

Jan 31, 2023
SELL
$112.65 - $131.57 $111,523 - $130,254
-990 Reduced 2.19%
44,137 $5.52 Million
Q3 2022

Oct 25, 2022
BUY
$111.5 - $132.34 $2.69 Million - $3.2 Million
24,169 Added 115.32%
45,127 $5.03 Million
Q2 2022

Aug 03, 2022
SELL
$114.07 - $132.3 $19,049 - $22,094
-167 Reduced 0.79%
20,958 $2.49 Million
Q1 2022

Apr 18, 2022
BUY
$121.65 - $130.75 $1.43 Million - $1.54 Million
11,760 Added 125.57%
21,125 $2.71 Million
Q4 2021

Jan 20, 2022
BUY
$118.81 - $129.12 $174,650 - $189,806
1,470 Added 18.62%
9,365 $1.21 Million
Q3 2021

Nov 01, 2021
SELL
$117.12 - $125.76 $1.25 Million - $1.35 Million
-10,713 Reduced 57.57%
7,895 $928,000
Q2 2021

Jul 21, 2021
BUY
$118.74 - $127.47 $386,854 - $415,297
3,258 Added 21.22%
18,608 $2.28 Million
Q1 2021

Apr 27, 2021
SELL
$104.47 - $119.79 $80,859 - $92,717
-774 Reduced 4.8%
15,350 $1.81 Million
Q4 2020

Feb 01, 2021
BUY
$91.76 - $107.36 $1.05 Million - $1.23 Million
11,412 Added 242.19%
16,124 $1.71 Million
Q3 2020

Nov 06, 2020
SELL
$88.24 - $98.33 $212,658 - $236,975
-2,410 Reduced 33.84%
4,712 $435,000
Q2 2020

Aug 05, 2020
SELL
$76.15 - $100.68 $109,199 - $144,375
-1,434 Reduced 16.76%
7,122 $650,000
Q1 2020

May 07, 2020
SELL
$68.26 - $108.76 $125,530 - $200,009
-1,839 Reduced 17.69%
8,556 $683,000
Q4 2019

Jan 15, 2020
BUY
$98.73 - $107.77 $75,330 - $82,228
763 Added 7.92%
10,395 $1.12 Million
Q3 2019

Nov 05, 2019
BUY
$101.59 - $103.8 $40,839 - $41,727
402 Added 4.36%
9,632 $988,000
Q2 2019

Jul 22, 2019
BUY
N/A
4,179 Added 82.74%
9,230 $931,000
Q1 2019

May 14, 2019
SELL
N/A
-1,746 Reduced 25.69%
5,051 $502,000
Q4 2018

Feb 15, 2019
BUY
N/A
1,141 Added 20.17%
6,797 $609,000
Q3 2018

Nov 14, 2018
BUY
N/A
1,565 Added 38.25%
5,656 $554,000
Q2 2018

Aug 15, 2018
BUY
N/A
55 Added 1.36%
4,091 $379,000
Q1 2018

May 14, 2018
BUY
N/A
1,167 Added 40.68%
4,036 $368,000
Q4 2017

Feb 06, 2018
BUY
N/A
2,869
2,869 $271,000

Others Institutions Holding SDY

# of Institutions
1,264
Shares Held
68.8M
Call Options Held
51K
Put Options Held
46.5K
View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

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