Hillcrest Wealth Advisors Ny, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Hillcrest Wealth Advisors Ny, LLC

$200 Million
Q3 2024

A detailed history of Hillcrest Wealth Advisors Ny, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Hillcrest Wealth Advisors Ny, LLC holds 20,280 shares of SDY stock, worth $2.71 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares

20,280

Previous 20,280 -0.0%

Holding current value

$2.71 Million

Previous $2.58 Million 11.67%

% of portfolio

1.44%

Previous 1.39%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 11, 2024	SELL	$122.28 - $131.24 $415,752 - $446,216	-3,400 Reduced 14.36%	20,280 $2.66 Million
Q3 2023 Oct 17, 2023	SELL	$115.01 - $127.58 $77,631 - $86,116	-675 Reduced 2.77%	23,680 $2.72 Million
Q2 2023 Jul 31, 2023	SELL	$117.3 - $124.97 $49,852 - $53,112	-425 Reduced 1.72%	24,355 $2.99 Million
Q1 2023 May 08, 2023	SELL	$117.74 - $132.18 $29,435 - $33,045	-250 Reduced 1.0%	24,780 $3.07 Million
Q1 2022 May 09, 2022	SELL	$121.65 - $130.75 $188,557 - $202,662	-1,550 Reduced 5.83%	25,030 $3.21 Million
Q4 2021 Feb 04, 2022	SELL	$118.81 - $129.12 $267,322 - $290,520	-2,250 Reduced 7.8%	26,580 $3.43 Million
Q3 2021 Oct 26, 2021	BUY	$117.12 - $125.76 $348,900 - $374,639	2,979 Added 11.52%	28,830 $3.39 Million
Q2 2021 Aug 03, 2021	SELL	$118.74 - $127.47 $35,622 - $38,241	-300 Reduced 1.15%	25,851 $3.16 Million
Q1 2021 Apr 28, 2021	SELL	$104.47 - $119.79 $62,682 - $71,874	-600 Reduced 2.24%	26,151 $3.09 Million
Q3 2020 Oct 21, 2020	BUY	$88.24 - $98.33 $132,360 - $147,495	1,500 Added 5.94%	26,751 $2.47 Million
Q2 2020 Aug 03, 2020	SELL	$76.15 - $100.68 $22,845 - $30,204	-300 Reduced 1.17%	25,251 $2.3 Million
Q1 2020 Apr 28, 2020	SELL	$68.26 - $108.76 $116,042 - $184,892	-1,700 Reduced 6.24%	25,551 $2.04 Million
Q1 2019 May 10, 2019	SELL	N/A	-1,000 Reduced 3.54%	27,251 $2.71 Million
Q4 2018 Feb 08, 2019	BUY	N/A	28,251 New	28,251 $2.53 Million

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
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Hillcrest Wealth Advisors Ny, LLC Spdr Series Tr Spdr S&P Divide Transaction History