Investment Advisory Group, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Investment Advisory Group, LLC

$290 Million
Q1 2025

A detailed history of Investment Advisory Group, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Investment Advisory Group, LLC holds 4,615 shares of SDY stock, worth $619,748. This represents 0.21% of its overall portfolio holdings.

Number of Shares

4,615

Previous 4,615 -0.0%

Holding current value

$619,748

Previous $609,000 1.64%

% of portfolio

0.21%

Previous 0.21%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$131.66 - $144.0 $5,793 - $6,336	-44 Reduced 0.94%	4,615 $609,000
Q3 2024 Oct 15, 2024	SELL	$125.95 - $142.04 $12,469 - $14,061	-99 Reduced 2.08%	4,659 $661,000
Q2 2024 Jul 31, 2024	BUY	$124.6 - $132.46 $124 - $132	1 Added 0.02%	4,758 $605,000
Q1 2024 Apr 29, 2024	SELL	$122.28 - $131.24 $6,114 - $6,562	-50 Reduced 1.04%	4,757 $624,000
Q4 2023 Jan 30, 2024	SELL	$110.2 - $125.58 $18,183 - $20,720	-165 Reduced 3.32%	4,807 $600,000
Q3 2023 Oct 16, 2023	BUY	$115.01 - $127.58 $17,021 - $18,881	148 Added 3.07%	4,972 $571,000
Q4 2022 Jan 19, 2023	BUY	$112.65 - $131.57 $68,491 - $79,994	608 Added 14.42%	4,824 $0
Q4 2021 Feb 11, 2022	BUY	$118.81 - $129.12 $500,902 - $544,369	4,216 New	4,216 $527,000

Others Institutions Holding SDY

# of Institutions

1,325

Shares Held

73.6M

Call Options Held

42.1K

Put Options Held

37.4K

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About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
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Investment Advisory Group, LLC Spdr Series Tr Spdr S&P Divide Transaction History