Cascade Financial Partners, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Cascade Financial Partners, LLC

  • $798 Billion
  • Q3 2024

A detailed history of Cascade Financial Partners, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 5,469 shares of SDY stock, worth $726,939. This represents 0.1% of its overall portfolio holdings.

Number of Shares
5,469
Previous 5,169 5.8%
Holding current value
$726,939
Previous $657 Million 17.65%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Oct 24, 2024
BUY
$125.95 - $142.04 $37,785 - $42,612
300 Added 5.8%
5,469 $773 Million
Q1 2024

May 14, 2024
BUY
$122.28 - $131.24 $632,065 - $678,379
5,169 New
5,169 $651 Million

Others Institutions Holding SDY

# of Institutions
1,264
Shares Held
68.8M
Call Options Held
51K
Put Options Held
46.5K
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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