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

Lake Street Advisors Group, LLC

$2.13 Billion
Q3 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 5,758 shares of SDY stock, worth $771,053. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,758

Previous 5,756 0.03%

Holding current value

$771,053

Previous $732,000 11.61%

% of portfolio

0.04%

Previous 0.04%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,262

Shares Held

67.8M

Call Options Held

51K

Put Options Held

46.5K

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About SPDR SERIES TR SPDR S&P DIVIDE

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