Epg Wealth Management LLC Spdr Series Tr Spdr S&P Divide Transaction History

Epg Wealth Management LLC

  • $396 Billion
  • Q3 2024

A detailed history of Epg Wealth Management LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Epg Wealth Management LLC holds 3,198 shares of SDY stock, worth $425,078. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,198
Previous 0 Infinity%
Holding current value
$425,078
Previous $0 Infinity%
% of portfolio
0.11%
Previous 100.0%

Shares

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

Nov 13, 2024
BUY
$125.95 - $142.04 $402,788 - $454,243
3,198 New
3,198 $454 Million
Q2 2024

Aug 13, 2024
SELL
$124.6 - $132.46 $471,611 - $501,361
-3,785 Closed
0 $0
Q1 2024

May 14, 2024
BUY
$122.28 - $131.24 $733 - $787
6 Added 0.16%
3,785 $496,000
Q4 2023

Feb 14, 2024
SELL
$110.2 - $125.58 $21,048 - $23,985
-191 Reduced 4.81%
3,779 $472,000
Q3 2023

Nov 13, 2023
BUY
$115.01 - $127.58 $920 - $1,020
8 Added 0.2%
3,970 $456,000
Q2 2023

Aug 15, 2023
BUY
$117.3 - $124.97 $36,597 - $38,990
312 Added 8.55%
3,962 $485,000
Q1 2023

May 15, 2023
BUY
$117.74 - $132.18 $1,530 - $1,718
13 Added 0.36%
3,650 $451,000
Q4 2022

Feb 14, 2023
BUY
$112.65 - $131.57 $2,140 - $2,499
19 Added 0.53%
3,637 $455,000
Q3 2022

Nov 15, 2022
BUY
$111.5 - $132.34 $1,784 - $2,117
16 Added 0.44%
3,618 $403,000
Q2 2022

Aug 15, 2022
SELL
$114.07 - $132.3 $57,035 - $66,150
-500 Reduced 12.19%
3,602 $427,000
Q1 2022

May 10, 2022
SELL
$121.65 - $130.75 $58,513 - $62,890
-481 Reduced 10.5%
4,102 $526,000
Q4 2021

Feb 14, 2022
SELL
$118.81 - $129.12 $237,144 - $257,723
-1,996 Reduced 30.34%
4,583 $592,000
Q3 2021

Nov 15, 2021
BUY
$117.12 - $125.76 $76,245 - $81,869
651 Added 10.98%
6,579 $773,000
Q2 2021

Aug 09, 2021
BUY
$118.74 - $127.47 $2,612 - $2,804
22 Added 0.37%
5,928 $725,000
Q1 2021

May 10, 2021
BUY
$104.47 - $119.79 $306,306 - $351,224
2,932 Added 98.59%
5,906 $697,000
Q4 2020

Jan 29, 2021
BUY
$91.76 - $107.36 $29,638 - $34,677
323 Added 12.18%
2,974 $315,000
Q3 2020

Nov 02, 2020
SELL
$88.24 - $98.33 $53,473 - $59,587
-606 Reduced 18.61%
2,651 $245,000
Q2 2020

Aug 06, 2020
SELL
$76.15 - $100.68 $22,540 - $29,801
-296 Reduced 8.33%
3,257 $297,000
Q1 2020

May 05, 2020
SELL
$68.26 - $108.76 $16,518 - $26,319
-242 Reduced 6.38%
3,553 $283,000
Q4 2019

Feb 14, 2020
BUY
$98.73 - $107.77 $374,680 - $408,987
3,795 New
3,795 $408,000

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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