Heartwood Wealth Advisors LLC Spdr Series Tr Spdr S&P Divide Transaction History

Heartwood Wealth Advisors LLC

  • $894 Million
  • Q3 2024

A detailed history of Heartwood Wealth Advisors LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 3,010 shares of SDY stock, worth $400,089. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,010
Previous 3,010 -0.0%
Holding current value
$400,089
Previous $382,000 11.78%
% of portfolio
0.05%
Previous 0.05%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 02, 2024
SELL
$122.28 - $131.24 $27,635 - $29,660
-226 Reduced 6.98%
3,010 $395,000
Q4 2023

Jan 17, 2024
SELL
$110.2 - $125.58 $8,926 - $10,171
-81 Reduced 2.44%
3,236 $404,000
Q2 2023

Jul 19, 2023
SELL
$117.3 - $124.97 $703 - $749
-6 Reduced 0.18%
3,317 $406,000
Q3 2022

Oct 25, 2022
BUY
$111.5 - $132.34 $97,562 - $115,797
875 Added 35.74%
3,323 $371,000
Q2 2022

Jul 25, 2022
BUY
$114.07 - $132.3 $92,168 - $106,898
808 Added 49.27%
2,448 $291,000
Q4 2021

Jan 12, 2022
SELL
$118.81 - $129.12 $11,881 - $12,912
-100 Reduced 5.75%
1,640 $212,000
Q1 2021

Apr 19, 2021
SELL
$104.47 - $119.79 $48,474 - $55,582
-464 Reduced 21.05%
1,740 $205,000
Q3 2020

Oct 28, 2020
SELL
$88.24 - $98.33 $58,150 - $64,799
-659 Reduced 23.02%
2,204 $204,000
Q1 2020

May 04, 2020
SELL
$68.26 - $108.76 $23,891 - $38,066
-350 Reduced 10.89%
2,863 $229,000
Q4 2019

Jan 31, 2020
BUY
$98.73 - $107.77 $317,219 - $346,265
3,213 New
3,213 $346,000

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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