A detailed history of Bison Wealth, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Bison Wealth, LLC holds 2,722 shares of SDY stock, worth $364,503. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,722
Holding current value
$364,503
% of portfolio
0.07%

Shares

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

Nov 05, 2024

BUY
$125.95 - $142.04 $342,835 - $386,632
2,722 New
2,722 $386,000
Q1 2022

May 12, 2022

BUY
$121.65 - $130.75 $121 - $130
1 Added 0.21%
473 $61,000
Q4 2021

Feb 02, 2022

SELL
$118.81 - $129.12 $240,233 - $261,080
-2,022 Reduced 81.07%
472 $61,000
Q3 2021

Nov 03, 2021

BUY
$117.12 - $125.76 $117 - $125
1 Added 0.04%
2,494 $293,000
Q2 2021

Aug 02, 2021

BUY
$118.74 - $127.47 $240,329 - $257,999
2,024 Added 431.56%
2,493 $305,000
Q1 2021

May 05, 2021

BUY
$104.47 - $119.79 $104 - $119
1 Added 0.21%
469 $55,000
Q4 2020

Feb 11, 2021

BUY
$91.76 - $107.36 $91 - $107
1 Added 0.21%
468 $50,000
Q3 2020

Oct 16, 2020

BUY
$88.24 - $98.33 $88 - $98
1 Added 0.21%
467 $43,000
Q2 2020

Aug 03, 2020

SELL
$76.15 - $100.68 $286,247 - $378,456
-3,759 Reduced 88.97%
466 $43,000
Q1 2020

May 04, 2020

BUY
$68.26 - $108.76 $50,239 - $80,047
736 Added 21.09%
4,225 $337,000
Q4 2019

Feb 05, 2020

SELL
$98.73 - $107.77 $33,469 - $36,534
-339 Reduced 8.86%
3,489 $375,000
Q3 2019

Nov 04, 2019

BUY
$101.59 - $103.8 $30,578 - $31,243
301 Added 8.53%
3,828 $393,000
Q2 2019

Aug 05, 2019

BUY
N/A
1,140 Added 47.76%
3,527 $356,000
Q1 2019

May 09, 2019

BUY
N/A
2,387 New
2,387 $237,000

Others Institutions Holding SDY

About SPDR SERIES TR SPDR S&P DIVIDE


  • Ticker SDY
  • Sector ETFs
  • Industry ETFs
More about SDY
Track This Portfolio

Track Bison Wealth, LLC Portfolio

Follow Bison Wealth, 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 Bison Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bison Wealth, LLC with notifications on news.