Element Wealth, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Element Wealth, LLC

  • $187 Million
  • Q4 2024

A detailed history of Element Wealth, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Element Wealth, LLC holds 2,221 shares of SDY stock, worth $298,191. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,221
Previous 1,907 16.47%
Holding current value
$298,191
Previous $270,000 8.52%
% of portfolio
0.16%
Previous 0.14%

Shares

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

Feb 03, 2025
BUY
$131.66 - $144.0 $41,341 - $45,216
314 Added 16.47%
2,221 $293,000
Q4 2023

Feb 01, 2024
BUY
$110.2 - $125.58 $29,643 - $33,781
269 Added 16.42%
1,907 $238,000
Q3 2023

Nov 08, 2023
BUY
$115.01 - $127.58 $18,976 - $21,050
165 Added 11.2%
1,638 $188,000
Q1 2023

May 03, 2023
BUY
$117.74 - $132.18 $173,431 - $194,701
1,473 New
1,473 $182,000
Q4 2020

Feb 05, 2021
BUY
$91.76 - $107.36 $135,162 - $158,141
1,473 New
1,473 $156,000
Q1 2020

May 14, 2020
SELL
$68.26 - $108.76 $68,464 - $109,086
-1,003 Closed
0 $0
Q4 2019

Feb 12, 2020
BUY
$98.73 - $107.77 $99,026 - $108,093
1,003 New
1,003 $108,000

Others Institutions Holding SDY

# of Institutions
1,309
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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