Lake Street Financial LLC Spdr Series Tr Spdr S&P Divide Transaction History

Lake Street Financial LLC

$600 Million
Q3 2024

A detailed history of Lake Street Financial LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Lake Street Financial LLC holds 6,727 shares of SDY stock, worth $898,256. This represents 0.16% of its overall portfolio holdings.

Number of Shares

6,727

Previous 7,571 11.15%

Holding current value

$898,256

Previous $962,000 0.73%

% of portfolio

0.16%

Previous 0.13%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	SELL	$125.95 - $142.04 $106,301 - $119,881	-844 Reduced 11.15%	6,727 $955,000
Q2 2024 Jul 12, 2024	BUY	$124.6 - $132.46 $373 - $397	3 Added 0.04%	7,571 $962,000
Q1 2024 Apr 19, 2024	SELL	$122.28 - $131.24 $733 - $787	-6 Reduced 0.08%	7,568 $993,000
Q4 2023 Jan 10, 2024	SELL	$110.2 - $125.58 $36,917 - $42,069	-335 Reduced 4.24%	7,574 $946,000
Q3 2023 Oct 20, 2023	BUY	$115.01 - $127.58 $230 - $255	2 Added 0.03%	7,909 $909,000
Q2 2023 Jul 18, 2023	BUY	$117.3 - $124.97 $16,656 - $17,745	142 Added 1.83%	7,907 $969,000
Q1 2023 Apr 17, 2023	SELL	$117.74 - $132.18 $4,709 - $5,287	-40 Reduced 0.51%	7,765 $960,000
Q4 2022 Jan 25, 2023	SELL	$112.65 - $131.57 $14,982 - $17,498	-133 Reduced 1.68%	7,805 $0
Q2 2022 Jul 12, 2022	SELL	$114.07 - $132.3 $64,107 - $74,352	-562 Reduced 6.61%	7,938 $942,000
Q1 2022 May 09, 2022	BUY	$121.65 - $130.75 $466,406 - $501,295	3,834 Added 82.17%	8,500 $1.09 Million
Q1 2022 Apr 29, 2022	SELL	$121.65 - $130.75 $405,581 - $435,920	-3,334 Reduced 41.68%	4,666 $598,000
Q4 2021 Jan 24, 2022	BUY	$118.81 - $129.12 $248,194 - $269,731	2,089 Added 35.34%	8,000 $1.03 Million
Q4 2020 Jan 19, 2021	BUY	$91.76 - $107.36 $542,393 - $634,604	5,911 New	5,911 $626,000

Others Institutions Holding SDY

# of Institutions

1,264

Shares Held

68.8M

Call Options Held

51K

Put Options Held

46.5K

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About SPDR SERIES TR SPDR S&P DIVIDE

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Lake Street Financial LLC Spdr Series Tr Spdr S&P Divide Transaction History