A detailed history of Axxcess Wealth Management, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 17,955 shares of SDY stock, worth $2.38 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
17,955
Previous 18,381 2.32%
Holding current value
$2.38 Million
Previous $2.34 Million 9.11%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Nov 04, 2024

SELL
$125.95 - $142.04 $53,654 - $60,509
-426 Reduced 2.32%
17,955 $2.55 Million
Q2 2024

Aug 09, 2024

BUY
$124.6 - $132.46 $218,922 - $232,732
1,757 Added 10.57%
18,381 $2.34 Million
Q1 2024

May 14, 2024

SELL
$122.28 - $131.24 $531,428 - $570,369
-4,346 Reduced 20.72%
16,624 $2.18 Million
Q4 2023

Feb 06, 2024

SELL
$110.2 - $125.58 $30,745 - $35,036
-279 Reduced 1.31%
20,970 $2.62 Million
Q3 2023

Nov 14, 2023

BUY
$115.01 - $127.58 $542,847 - $602,177
4,720 Added 28.56%
21,249 $2.44 Million
Q2 2023

Aug 08, 2023

SELL
$117.3 - $124.97 $130,203 - $138,716
-1,110 Reduced 6.29%
16,529 $2.03 Million
Q1 2023

May 03, 2023

BUY
$117.74 - $132.18 $133,517 - $149,892
1,134 Added 6.87%
17,639 $2.18 Million
Q4 2022

Feb 16, 2023

BUY
$112.65 - $131.57 $213,584 - $249,456
1,896 Added 12.98%
16,505 $2.06 Million
Q4 2022

Feb 14, 2023

BUY
$112.65 - $131.57 $487,661 - $569,566
4,329 Added 42.11%
14,609 $1.83 Million
Q3 2022

Nov 14, 2022

BUY
$111.5 - $132.34 $751,175 - $891,574
6,737 Added 190.15%
10,280 $1.15 Million
Q1 2022

Aug 11, 2022

BUY
$121.65 - $130.75 $10,948 - $11,767
90 Added 2.61%
3,543 $454,000
Q4 2021

Aug 11, 2022

BUY
$118.81 - $129.12 $410,250 - $445,851
3,453 New
3,453 $446,000

Others Institutions Holding SDY

About SPDR SERIES TR SPDR S&P DIVIDE


  • Ticker SDY
  • Sector ETFs
  • Industry ETFs
More about SDY
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