Colonial River Wealth Management, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Colonial River Wealth Management, LLC

  • $205 Million
  • Q4 2024

A detailed history of Colonial River Wealth Management, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Colonial River Wealth Management, LLC holds 2,017 shares of SDY stock, worth $270,862. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,017
Previous 2,338 13.73%
Holding current value
$270,862
Previous $332,000 19.88%
% of portfolio
0.13%
Previous 0.17%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
SELL
$131.66 - $144.0 $42,262 - $46,224
-321 Reduced 13.73%
2,017 $266,000
Q3 2024

Nov 04, 2024
SELL
$125.95 - $142.04 $30,479 - $34,373
-242 Reduced 9.38%
2,338 $332,000
Q2 2024

Jul 19, 2024
SELL
$124.6 - $132.46 $36,632 - $38,943
-294 Reduced 10.23%
2,580 $328,000
Q1 2024

May 10, 2024
SELL
$122.28 - $131.24 $1.1 Million - $1.18 Million
-9,026 Reduced 75.85%
2,874 $377,000
Q4 2023

Jan 23, 2024
BUY
$110.2 - $125.58 $681,697 - $776,837
6,186 Added 108.26%
11,900 $1.49 Million
Q3 2023

Nov 03, 2023
SELL
$115.01 - $127.58 $34,963 - $38,784
-304 Reduced 5.05%
5,714 $657,000
Q2 2023

Aug 08, 2023
SELL
$117.3 - $124.97 $35,424 - $37,740
-302 Reduced 4.78%
6,018 $737,000
Q1 2023

May 04, 2023
SELL
$117.74 - $132.18 $86,774 - $97,416
-737 Reduced 10.44%
6,320 $781,000
Q4 2022

Feb 10, 2023
SELL
$112.65 - $131.57 $6,308 - $7,367
-56 Reduced 0.79%
7,057 $882,000
Q3 2022

Nov 14, 2022
SELL
$111.5 - $132.34 $6,132 - $7,278
-55 Reduced 0.77%
7,113 $793,000
Q2 2022

Aug 15, 2022
SELL
$114.07 - $132.3 $89,659 - $103,987
-786 Reduced 9.88%
7,168 $851,000
Q1 2022

Apr 15, 2022
SELL
$121.65 - $130.75 $923,201 - $992,261
-7,589 Reduced 48.83%
7,954 $1.02 Million
Q4 2021

Feb 15, 2022
BUY
$118.81 - $129.12 $1.85 Million - $2.01 Million
15,543 New
15,543 $2.01 Million
Q3 2021

Oct 25, 2021
SELL
$117.12 - $125.76 $2.37 Million - $2.54 Million
-20,228 Closed
0 $0
Q2 2021

Aug 13, 2021
BUY
$118.74 - $127.47 $139,638 - $149,904
1,176 Added 6.17%
20,228 $2.47 Million
Q1 2021

May 17, 2021
BUY
$104.47 - $119.79 $261,175 - $299,475
2,500 Added 15.1%
19,052 $2.25 Million
Q4 2020

Feb 19, 2021
BUY
$91.76 - $107.36 $1.52 Million - $1.78 Million
16,552 New
16,552 $1.83 Million

Others Institutions Holding SDY

# of Institutions
1,319
Shares Held
73.3M
Call Options Held
42.1K
Put Options Held
37.4K
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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