High Net Worth Advisory Group LLC Spdr Series Tr Spdr S&P Divide Transaction History

High Net Worth Advisory Group LLC

  • $340 Million
  • Q1 2025

A detailed history of High Net Worth Advisory Group LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, High Net Worth Advisory Group LLC holds 8,938 shares of SDY stock, worth $1.16 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
8,938
Previous 9,119 1.98%
Holding current value
$1.16 Million
Previous $1.2 Million 0.33%
% of portfolio
0.35%
Previous 0.35%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
SELL
$128.74 - $138.67 $23,301 - $25,099
-181 Reduced 1.98%
8,938 $1.2 Million
Q4 2024

Jan 21, 2025
BUY
$131.66 - $144.0 $1,184 - $1,296
9 Added 0.1%
9,119 $1.2 Million
Q3 2024

Oct 11, 2024
BUY
$125.95 - $142.04 $755 - $852
6 Added 0.07%
9,110 $1.29 Million
Q2 2024

Jul 17, 2024
SELL
$124.6 - $132.46 $36,383 - $38,678
-292 Reduced 3.11%
9,104 $1.16 Million
Q1 2024

Apr 11, 2024
BUY
$122.28 - $131.24 $3,668 - $3,937
30 Added 0.32%
9,396 $1.23 Million
Q4 2023

Jan 08, 2024
BUY
$110.2 - $125.58 $64,907 - $73,966
589 Added 6.71%
9,366 $1.17 Million
Q2 2023

Jul 07, 2023
BUY
$117.3 - $124.97 $1,524 - $1,624
13 Added 0.15%
8,777 $1.08 Million
Q1 2023

Apr 20, 2023
BUY
$117.74 - $132.18 $3,885 - $4,361
33 Added 0.38%
8,764 $1.08 Million
Q3 2022

Oct 24, 2022
BUY
$111.5 - $132.34 $111 - $132
1 Added 0.01%
8,731 $973,000
Q2 2022

Aug 10, 2022
SELL
$114.07 - $132.3 $7,642 - $8,864
-67 Reduced 0.76%
8,730 $1.04 Million
Q1 2022

May 13, 2022
SELL
$121.65 - $130.75 $129,435 - $139,118
-1,064 Reduced 10.79%
8,797 $1.13 Million
Q4 2021

Apr 27, 2022
BUY
$118.81 - $129.12 $1.17 Million - $1.27 Million
9,861 New
9,861 $1.29 Million

Others Institutions Holding SDY

# of Institutions
1,322
Shares Held
73.2M
Call Options Held
42.1K
Put Options Held
37.4K
View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

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