A detailed history of Clear Perspectives Financial Planning, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 59,084 shares of SDY stock, worth $7.89 Million. This represents 4.1% of its overall portfolio holdings.

Number of Shares
59,084
Previous 60,575 2.46%
Holding current value
$7.89 Million
Previous $7.58 Million 3.55%
% of portfolio
4.1%
Previous 4.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 11, 2023

SELL
$117.74 - $132.18 $175,550 - $197,080
-1,491 Reduced 2.46%
59,084 $7.31 Million
Q4 2022

Feb 13, 2023

BUY
$112.65 - $131.57 $771,201 - $900,728
6,846 Added 12.74%
60,575 $7.58 Million
Q3 2022

Nov 09, 2022

BUY
$111.5 - $132.34 $411,658 - $488,599
3,692 Added 7.38%
53,729 $5.99 Million
Q2 2022

Aug 11, 2022

BUY
$114.07 - $132.3 $5.7 Million - $6.61 Million
49,979 Added 86170.69%
50,037 $5.94 Million
Q1 2022

May 12, 2022

BUY
$121.65 - $130.75 $4,744 - $5,099
39 Added 205.26%
58 $7,000
Q4 2020

Feb 01, 2021

BUY
$91.76 - $107.36 $1,743 - $2,039
19 New
19 $2,000

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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