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

Executive Wealth Management, LLC

  • $1.16 Billion
  • Q3 2024

A detailed history of Executive Wealth Management, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Executive Wealth Management, LLC holds 3,083 shares of SDY stock, worth $409,792. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,083
Previous 3,083 -0.0%
Holding current value
$409,792
Previous $437,000 -0.0%
% of portfolio
0.04%
Previous 0.06%

Shares

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

Nov 01, 2024
SELL
$125.95 - $142.04 $67,887 - $76,559
-539 Reduced 14.88%
3,083 $437,000
Q2 2024

Aug 08, 2024
SELL
$124.6 - $132.46 $11,214 - $11,921
-90 Reduced 2.42%
3,622 $460,000
Q1 2024

May 13, 2024
BUY
$122.28 - $131.24 $453,903 - $487,162
3,712 New
3,712 $487,000
Q3 2019

Oct 30, 2019
BUY
$101.59 - $103.8 $203 - $207
2 Added 0.28%
721 $74,000
Q2 2019

Aug 01, 2019
BUY
N/A
2 Added 0.28%
719 $73,000
Q4 2018

Feb 19, 2019
BUY
N/A
717 New
717 $64,000

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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