Archetype Wealth Partners Spdr Series Tr Spdr S&P Divide Transaction History

Archetype Wealth Partners

  • $690 Million
  • Q3 2024

A detailed history of Archetype Wealth Partners transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Archetype Wealth Partners holds 3,454 shares of SDY stock, worth $459,105. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,454
Previous 3,454 -0.0%
Holding current value
$459,105
Previous $439,000 11.85%
% of portfolio
0.07%
Previous 0.07%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 13, 2023
SELL
$115.01 - $127.58 $128,696 - $142,762
-1,119 Reduced 24.47%
3,454 $397,000
Q2 2023

Aug 14, 2023
SELL
$117.3 - $124.97 $48,679 - $51,862
-415 Reduced 8.32%
4,573 $561,000
Q1 2023

May 10, 2023
BUY
$117.74 - $132.18 $174,490 - $195,890
1,482 Added 42.27%
4,988 $617,000
Q3 2022

Nov 14, 2022
BUY
$111.5 - $132.34 $16,725 - $19,851
150 Added 4.47%
3,506 $391,000
Q2 2022

Aug 15, 2022
SELL
$114.07 - $132.3 $450,462 - $522,452
-3,949 Reduced 54.06%
3,356 $398,000
Q3 2021

Nov 12, 2021
SELL
$117.12 - $125.76 $119,462 - $128,275
-1,020 Reduced 12.25%
7,305 $859,000
Q1 2021

Apr 30, 2021
SELL
$104.47 - $119.79 $16,401 - $18,807
-157 Reduced 1.85%
8,325 $983,000
Q4 2020

Feb 12, 2021
SELL
$91.76 - $107.36 $54,138 - $63,342
-590 Reduced 6.5%
8,482 $898,000
Q3 2020

Oct 15, 2020
SELL
$88.24 - $98.33 $75,180 - $83,777
-852 Reduced 8.59%
9,072 $838,000
Q2 2020

Aug 13, 2020
SELL
$76.15 - $100.68 $223,119 - $294,992
-2,930 Reduced 22.79%
9,924 $905,000
Q1 2020

May 15, 2020
BUY
$68.26 - $108.76 $877,414 - $1.4 Million
12,854 New
12,854 $1.03 Million

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
  • Industry ETFs
More about SDY
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