Founders Financial Alliance, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Founders Financial Alliance, LLC

$352 Million
Q3 2024

A detailed history of Founders Financial Alliance, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 828 shares of SDY stock, worth $110,562. This represents 0.03% of its overall portfolio holdings.

Number of Shares

828

Previous 1,082 23.48%

Holding current value

$110,562

Previous $137,000 14.6%

% of portfolio

0.03%

Previous 0.04%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	SELL	$125.95 - $142.04 $31,991 - $36,078	-254 Reduced 23.48%	828 $117,000
Q2 2024 Aug 23, 2024	BUY	$124.6 - $132.46 $1,495 - $1,589	12 Added 1.12%	1,082 $137,000
Q1 2024 May 14, 2024	SELL	$122.28 - $131.24 $20,787 - $22,310	-170 Reduced 13.71%	1,070 $140,000
Q4 2023 Feb 09, 2024	SELL	$110.2 - $125.58 $35,484 - $40,436	-322 Reduced 20.61%	1,240 $154,000
Q3 2023 Nov 13, 2023	SELL	$115.01 - $127.58 $9,430 - $10,461	-82 Reduced 4.99%	1,562 $179,000
Q2 2023 Aug 11, 2023	BUY	$117.3 - $124.97 $11,847 - $12,621	101 Added 6.55%	1,644 $201,000
Q1 2023 May 15, 2023	SELL	$117.74 - $132.18 $2,237 - $2,511	-19 Reduced 1.22%	1,543 $190,000
Q4 2022 Feb 15, 2023	BUY	$112.65 - $131.57 $14,869 - $17,367	132 Added 9.23%	1,562 $195,000
Q3 2022 Nov 14, 2022	BUY	$111.5 - $132.34 $35,903 - $42,613	322 Added 29.06%	1,430 $159,000
Q2 2022 Aug 15, 2022	SELL	$114.07 - $132.3 $35,475 - $41,145	-311 Reduced 21.92%	1,108 $132,000
Q1 2022 May 12, 2022	SELL	$121.65 - $130.75 $23,843 - $25,627	-196 Reduced 12.14%	1,419 $182,000
Q4 2021 Feb 14, 2022	SELL	$118.81 - $129.12 $11,881 - $12,912	-100 Reduced 5.83%	1,615 $209,000
Q2 2021 Aug 02, 2021	BUY	$118.74 - $127.47 $28,022 - $30,082	236 Added 15.96%	1,715 $209,000
Q3 2020 Nov 13, 2020	BUY	$88.24 - $98.33 $130,506 - $145,430	1,479 New	1,479 $138,000

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

Ticker SDY
Sector ETFs
Industry ETFs

More about SDY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Founders Financial Alliance, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Founders Financial Alliance, LLC with notifications on news.

Account

Founders Financial Alliance, LLC Spdr Series Tr Spdr S&P Divide Transaction History