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

High Net Worth Advisory Group LLC

$345 Million
Q4 2024

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 9,119 shares of SDY stock, worth $1.22 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

9,119

Previous 9,110 0.1%

Holding current value

$1.22 Million

Previous $1.29 Million 6.88%

% of portfolio

0.35%

Previous 0.36%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,319

Shares Held

73.3M

Call Options Held

42.1K

Put Options Held

37.4K

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About SPDR SERIES TR SPDR S&P DIVIDE

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