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

Big Sur Wealth Management LLC

  • $354 Million
  • Q3 2024

A detailed history of Big Sur Wealth Management LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 4,750 shares of SDY stock, worth $656,355. This represents 0.19% of its overall portfolio holdings.

Number of Shares
4,750
Previous 4,850 2.06%
Holding current value
$656,355
Previous $616,000 9.42%
% of portfolio
0.19%
Previous 0.19%

Shares

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

Oct 16, 2024
SELL
$125.95 - $142.04 $12,595 - $14,204
-100 Reduced 2.06%
4,750 $674,000
Q2 2023

Aug 14, 2023
SELL
$117.3 - $124.97 $87,975 - $93,727
-750 Reduced 13.39%
4,850 $594,000
Q4 2019

Jan 30, 2020
BUY
$98.73 - $107.77 $9,873 - $10,777
100 Added 1.82%
5,600 $603,000
Q2 2017

Aug 14, 2017
BUY
N/A
5,500
5,500 $495,000

Others Institutions Holding SDY

# of Institutions
1,239
Shares Held
69.8M
Call Options Held
43.4K
Put Options Held
18.7K
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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