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

New Edge Wealth, LLC

$5.41 Billion
Q3 2024

A detailed history of New Edge Wealth, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, New Edge Wealth, LLC holds 6,077 shares of SDY stock, worth $811,461. This represents 0.02% of its overall portfolio holdings.

Number of Shares

6,077

Previous 5,888 3.21%

Holding current value

$811,461

Previous $748,000 15.37%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$125.95 - $142.04 $23,804 - $26,845	189 Added 3.21%	6,077 $863,000
Q2 2024 Aug 01, 2024	SELL	$124.6 - $132.46 $2.89 Million - $3.07 Million	-23,182 Reduced 79.75%	5,888 $748,000
Q1 2024 May 06, 2024	BUY	$122.28 - $131.24 $306,800 - $329,281	2,509 Added 9.45%	29,070 $3.82 Million
Q4 2023 Jan 29, 2024	BUY	$110.2 - $125.58 $319,139 - $363,679	2,896 Added 12.24%	26,561 $3.32 Million
Q3 2023 Nov 08, 2023	SELL	$115.01 - $127.58 $42,208 - $46,821	-367 Reduced 1.53%	23,665 $2.72 Million
Q2 2023 Aug 09, 2023	BUY	$117.3 - $124.97 $251,960 - $268,435	2,148 Added 9.82%	24,032 $2.95 Million
Q1 2023 May 08, 2023	BUY	$117.74 - $132.18 $2.58 Million - $2.89 Million	21,884 New	21,884 $2.71 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

Ticker SDY
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New Edge Wealth, LLC Spdr Series Tr Spdr S&P Divide Transaction History