Heritage Wealth Advisors Spdr Series Tr Spdr S&P Divide Transaction History

Heritage Wealth Advisors

  • $2.06 Billion
  • Q3 2024

A detailed history of Heritage Wealth Advisors transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Heritage Wealth Advisors holds 3,085 shares of SDY stock, worth $411,940. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,085
Holding current value
$411,940
% of portfolio
0.02%

Shares

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

Nov 12, 2024
BUY
$125.95 - $142.04 $388,555 - $438,193
3,085 New
3,085 $438,000
Q1 2023

May 04, 2023
BUY
$117.74 - $132.18 $4,238 - $4,758
36 New
36 $4,000
Q1 2020

May 05, 2020
SELL
$68.26 - $108.76 $102,458 - $163,248
-1,501 Closed
0 $0
Q1 2019

May 06, 2019
BUY
N/A
1,501 New
1,501 $0

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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