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 $977,631. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,280
Previous 5,561 30.91%
Holding current value
$977,631
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
1,328
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
Track This Portfolio

Track Arete Wealth Advisors, LLC Portfolio

Follow Arete Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Arete Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Arete Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email