Ehrlich Financial Group Spdr Series Tr Spdr S&P Divide Transaction History

Ehrlich Financial Group

$141 Billion
Q4 2024

A detailed history of Ehrlich Financial Group transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Ehrlich Financial Group holds 4,955 shares of SDY stock, worth $669,569. This represents 0.47% of its overall portfolio holdings.

Number of Shares

4,955

Previous 4,547 8.97%

Holding current value

$669,569

Previous $646 Million 1.34%

% of portfolio

0.47%

Previous 0.46%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 13, 2025	BUY	$131.66 - $144.0 $53,717 - $58,752	408 Added 8.97%	4,955 $655 Million
Q3 2024 Oct 07, 2024	BUY	$125.95 - $142.04 $125 - $142	1 Added 0.02%	4,547 $646 Million
Q2 2024 Jul 12, 2024	SELL	$124.6 - $132.46 $60,181 - $63,978	-483 Reduced 9.6%	4,546 $578 Million
Q1 2024 Apr 15, 2024	BUY	$122.28 - $131.24 $55,148 - $59,189	451 Added 9.85%	5,029 $660 Million
Q4 2023 Feb 13, 2024	BUY	$110.2 - $125.58 $504,495 - $574,905	4,578 New	4,578 $572 Million

Others Institutions Holding SDY

# of Institutions

1,318

Shares Held

73.3M

Call Options Held

42.1K

Put Options Held

37.4K

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About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
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Ehrlich Financial Group Spdr Series Tr Spdr S&P Divide Transaction History