Lake Street Advisors Group, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Lake Street Advisors Group, LLC

$2.12 Billion
Q4 2024

A detailed history of Lake Street Advisors Group, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Lake Street Advisors Group, LLC holds 5,759 shares of SDY stock, worth $785,930. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,759

Previous 5,758 0.02%

Holding current value

$785,930

Previous $817,000 6.98%

% of portfolio

0.04%

Previous 0.04%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$131.66 - $144.0 $131 - $144	1 Added 0.02%	5,759 $760,000
Q3 2024 Oct 23, 2024	BUY	$125.95 - $142.04 $251 - $284	2 Added 0.03%	5,758 $817,000
Q2 2024 Aug 05, 2024	BUY	$124.6 - $132.46 $106,159 - $112,855	852 Added 17.37%	5,756 $732,000
Q1 2024 May 13, 2024	BUY	$122.28 - $131.24 $599,661 - $643,600	4,904 New	4,904 $643,000
Q4 2023 May 30, 2024	SELL	$110.2 - $125.58 $33,170 - $37,799	-301 Reduced 6.14%	4,603 $575,000
Q2 2020 Aug 13, 2020	SELL	$76.15 - $100.68 $193,040 - $255,223	-2,535 Closed	0 $0
Q1 2020 May 14, 2020	SELL	$68.26 - $108.76 $328,535 - $523,461	-4,813 Reduced 65.5%	2,535 $202,000
Q4 2019 Feb 12, 2020	BUY	$98.73 - $107.77 $142,763 - $155,835	1,446 Added 24.5%	7,348 $790,000
Q2 2018 Aug 15, 2018	SELL	N/A	-6,235 Reduced 51.37%	5,902 $547,000
Q1 2018 May 14, 2018	SELL	N/A	-2,000 Reduced 14.15%	12,137 $1.11 Million
Q4 2017 Feb 15, 2018	BUY	N/A	14,137	14,137 $1.34 Million

Others Institutions Holding SDY

# of Institutions

1,311

Shares Held

73.3M

Call Options Held

42.1K

Put Options Held

37.4K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
Sector ETFs
Industry ETFs

More about SDY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lake Street Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lake Street Advisors Group, LLC with notifications on news.

Account

Lake Street Advisors Group, LLC Spdr Series Tr Spdr S&P Divide Transaction History