Marcum Wealth, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Marcum Wealth, LLC

$1.14 Billion
Q4 2024

A detailed history of Marcum Wealth, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Marcum Wealth, LLC holds 2,360 shares of SDY stock, worth $322,069. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,360

Previous 2,319 1.77%

Holding current value

$322,069

Previous $329,000 5.47%

% of portfolio

0.03%

Previous 0.03%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$131.66 - $144.0 $5,398 - $5,904	41 Added 1.77%	2,360 $311,000
Q3 2024 Oct 08, 2024	SELL	$125.95 - $142.04 $3,904 - $4,403	-31 Reduced 1.32%	2,319 $329,000
Q2 2024 Jul 02, 2024	SELL	$124.6 - $132.46 $14,204 - $15,100	-114 Reduced 4.63%	2,350 $298,000
Q1 2024 Apr 10, 2024	BUY	$122.28 - $131.24 $18,097 - $19,423	148 Added 6.39%	2,464 $323,000
Q4 2023 Jan 10, 2024	SELL	$110.2 - $125.58 $14,546 - $16,576	-132 Reduced 5.39%	2,316 $289,000
Q3 2023 Oct 10, 2023	SELL	$115.01 - $127.58 $30,132 - $33,425	-262 Reduced 9.67%	2,448 $281,000
Q2 2023 Jul 13, 2023	SELL	$117.3 - $124.97 $23,342 - $24,869	-199 Reduced 6.84%	2,710 $332,000
Q1 2023 Apr 19, 2023	SELL	$117.74 - $132.18 $185,205 - $207,919	-1,573 Reduced 35.1%	2,909 $359,000
Q4 2022 Jan 12, 2023	BUY	$112.65 - $131.57 $163,229 - $190,644	1,449 Added 47.77%	4,482 $0
Q3 2022 Oct 11, 2022	SELL	$111.5 - $132.34 $22,969 - $27,262	-206 Reduced 6.36%	3,033 $338,000
Q2 2022 Jul 14, 2022	BUY	$114.07 - $132.3 $35,932 - $41,674	315 Added 10.77%	3,239 $384,000
Q1 2022 Apr 20, 2022	BUY	$121.65 - $130.75 $13,138 - $14,121	108 Added 3.84%	2,924 $375,000
Q4 2021 Feb 01, 2022	SELL	$118.81 - $129.12 $6,890 - $7,488	-58 Reduced 2.02%	2,816 $364,000
Q3 2021 Nov 08, 2021	BUY	$117.12 - $125.76 $22,018 - $23,642	188 Added 7.0%	2,874 $338,000
Q2 2021 Aug 10, 2021	BUY	$118.74 - $127.47 $26,122 - $28,043	220 Added 8.92%	2,686 $328,000
Q1 2021 May 11, 2021	BUY	$104.47 - $119.79 $257,623 - $295,402	2,466 New	2,466 $291,000
Q3 2020 Nov 09, 2020	SELL	$88.24 - $98.33 $205,422 - $228,912	-2,328 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$76.15 - $100.68 $177,277 - $234,383	2,328 New	2,328 $212,000

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 Marcum Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marcum Wealth, LLC with notifications on news.

Account

Marcum Wealth, LLC Spdr Series Tr Spdr S&P Divide Transaction History