Arete Wealth Advisors, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Arete Wealth Advisors, LLC

  • $1.39 Billion
  • Q4 2024

A detailed history of Arete Wealth Advisors, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 7,280 shares of SDY stock, worth $942,250. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,280
Previous 5,561 30.91%
Holding current value
$942,250
Previous $789,000 21.8%
% of portfolio
0.07%
Previous 0.07%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$131.66 - $144.0 $226,323 - $247,536
1,719 Added 30.91%
7,280 $961,000
Q3 2024

Nov 14, 2024
SELL
$125.95 - $142.04 $126,075 - $142,182
-1,001 Reduced 15.25%
5,561 $789,000
Q2 2024

Aug 13, 2024
BUY
$124.6 - $132.46 $817,625 - $869,202
6,562 New
6,562 $834,000
Q4 2023

Feb 14, 2024
BUY
$110.2 - $125.58 $113,175 - $128,970
1,027 Added 17.72%
6,823 $852,000
Q3 2023

Oct 30, 2023
SELL
$115.01 - $127.58 $222,314 - $246,612
-1,933 Reduced 25.01%
5,796 $666,000
Q2 2023

Aug 09, 2023
SELL
$117.3 - $124.97 $107,564 - $114,597
-917 Reduced 10.61%
7,729 $947,000
Q1 2023

May 01, 2023
BUY
$117.74 - $132.18 $39,796 - $44,676
338 Added 4.07%
8,646 $1.07 Million
Q4 2022

Feb 06, 2023
BUY
$112.65 - $131.57 $311,026 - $363,264
2,761 Added 49.77%
8,308 $1.04 Million
Q3 2022

Nov 07, 2022
BUY
$111.5 - $132.34 $276,074 - $327,673
2,476 Added 80.63%
5,547 $618,000
Q2 2022

Aug 15, 2022
BUY
$114.07 - $132.3 $30,228 - $35,059
265 Added 9.44%
3,071 $366,000
Q1 2022

May 06, 2022
BUY
$121.65 - $130.75 $74,328 - $79,888
611 Added 27.84%
2,806 $360,000
Q4 2021

Feb 07, 2022
BUY
$118.81 - $129.12 $50,375 - $54,746
424 Added 23.94%
2,195 $284,000
Q3 2021

Nov 15, 2021
BUY
$117.12 - $125.76 $207,419 - $222,720
1,771 New
1,771 $209,000
Q2 2021

Aug 09, 2021
SELL
$118.74 - $127.47 $215,631 - $231,485
-1,816 Closed
0 $0
Q1 2021

May 10, 2021
BUY
$104.47 - $119.79 $189,717 - $217,538
1,816 New
1,816 $214,000
Q4 2020

Feb 08, 2021
SELL
$91.76 - $107.36 $395,118 - $462,292
-4,306 Closed
0 $0
Q3 2020

Nov 09, 2020
SELL
$88.24 - $98.33 $252,631 - $281,518
-2,863 Reduced 39.94%
4,306 $403,000
Q2 2020

Aug 11, 2020
BUY
$76.15 - $100.68 $1,599 - $2,114
21 Added 0.29%
7,169 $654,000
Q1 2020

May 14, 2020
BUY
$68.26 - $108.76 $1,774 - $2,827
26 Added 0.37%
7,148 $570,000
Q4 2019

Feb 14, 2020
SELL
$98.73 - $107.77 $7,997 - $8,729
-81 Reduced 1.12%
7,122 $766,000
Q3 2019

Nov 13, 2019
BUY
$101.59 - $103.8 $242,800 - $248,082
2,390 Added 49.66%
7,203 $739,000
Q2 2019

Aug 14, 2019
BUY
N/A
386 Added 8.72%
4,813 $486,000
Q1 2019

May 15, 2019
SELL
N/A
-320 Reduced 6.74%
4,427 $440,000
Q4 2018

Feb 14, 2019
BUY
N/A
1,444 Added 43.72%
4,747 $425,000
Q3 2018

Nov 14, 2018
BUY
N/A
47 Added 1.44%
3,303 $323,000
Q2 2018

Aug 14, 2018
SELL
N/A
-288 Reduced 8.13%
3,256 $302,000
Q1 2018

May 15, 2018
BUY
N/A
200 Added 5.98%
3,544 $323,000
Q4 2017

Feb 14, 2018
BUY
N/A
33 Added 1.0%
3,344 $316,000
Q3 2017

Nov 15, 2017
BUY
N/A
3,311
3,311 $302,000

Others Institutions Holding SDY

# of Institutions
1,322
Shares Held
73.2M
Call Options Held
42.1K
Put Options Held
37.4K
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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