Marion Wealth Management Spdr Series Tr Spdr S&P Divide Transaction History

Marion Wealth Management

  • $373 Million
  • Q3 2024

A detailed history of Marion Wealth Management transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Marion Wealth Management holds 1,607 shares of SDY stock, worth $214,582. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,607
Previous 1,706 5.8%
Holding current value
$214,582
Previous $216,000 5.56%
% of portfolio
0.06%
Previous 0.06%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024
SELL
$125.95 - $142.04 $12,469 - $14,061
-99 Reduced 5.8%
1,607 $228,000
Q2 2024

Jul 09, 2024
BUY
$124.6 - $132.46 $747 - $794
6 Added 0.35%
1,706 $216,000
Q1 2024

Apr 08, 2024
SELL
$122.28 - $131.24 $9,293 - $9,974
-76 Reduced 4.28%
1,700 $223,000
Q4 2023

Jan 10, 2024
SELL
$110.2 - $125.58 $370,272 - $421,948
-3,360 Reduced 65.42%
1,776 $221,000
Q3 2023

Oct 18, 2023
BUY
$115.01 - $127.58 $690 - $765
6 Added 0.12%
5,136 $590,000
Q2 2023

Jul 24, 2023
BUY
$117.3 - $124.97 $2,580 - $2,749
22 Added 0.43%
5,130 $628,000
Q1 2023

Apr 24, 2023
BUY
$117.74 - $132.18 $8,006 - $8,988
68 Added 1.35%
5,108 $631,000
Q4 2022

Jan 19, 2023
SELL
$112.65 - $131.57 $123,915 - $144,727
-1,100 Reduced 17.92%
5,040 $0
Q3 2022

Nov 10, 2022
SELL
$111.5 - $132.34 $28,321 - $33,614
-254 Reduced 3.97%
6,140 $685,000
Q2 2022

Jul 27, 2022
SELL
$114.07 - $132.3 $156,161 - $181,118
-1,369 Reduced 17.63%
6,394 $759,000
Q1 2022

Apr 08, 2022
SELL
$121.65 - $130.75 $8,758 - $9,414
-72 Reduced 0.92%
7,763 $995,000
Q4 2021

Feb 14, 2022
BUY
$118.81 - $129.12 $930,876 - $1.01 Million
7,835 New
7,835 $1.01 Million

Others Institutions Holding SDY

# of Institutions
1,264
Shares Held
68.8M
Call Options Held
51K
Put Options Held
46.5K
View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

SDY Quotes by TradingView
  • Ticker SDY
  • Sector ETFs
  • Industry ETFs
More about SDY
Track This Portfolio

Track Marion Wealth Management Portfolio

Follow Marion Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Marion Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Marion Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email