O'Brien Wealth Partners LLC Spdr Series Tr Spdr S&P Divide Transaction History

O'Brien Wealth Partners LLC

  • $484 Million
  • Q3 2024

A detailed history of O'Brien Wealth Partners LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, O'Brien Wealth Partners LLC holds 7,003 shares of SDY stock, worth $929,158. This represents 0.21% of its overall portfolio holdings.

Number of Shares
7,003
Previous 6,972 0.44%
Holding current value
$929,158
Previous $886,000 12.19%
% of portfolio
0.21%
Previous 0.21%

Shares

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

Oct 23, 2024
BUY
$125.95 - $142.04 $3,904 - $4,403
31 Added 0.44%
7,003 $994,000
Q2 2024

Jul 22, 2024
BUY
$124.6 - $132.46 $4,485 - $4,768
36 Added 0.52%
6,972 $886,000
Q1 2024

Apr 18, 2024
BUY
$122.28 - $131.24 $3,546 - $3,805
29 Added 0.42%
6,936 $910,000
Q4 2023

Jan 25, 2024
SELL
$110.2 - $125.58 $137,199 - $156,347
-1,245 Reduced 15.27%
6,907 $863,000
Q3 2023

Oct 24, 2023
SELL
$115.01 - $127.58 $16,791 - $18,626
-146 Reduced 1.76%
8,152 $937,000
Q2 2023

Aug 07, 2023
SELL
$117.3 - $124.97 $34,486 - $36,741
-294 Reduced 3.42%
8,298 $1.02 Million
Q1 2023

May 08, 2023
BUY
$117.74 - $132.18 $4,945 - $5,551
42 Added 0.49%
8,592 $1.06 Million
Q4 2022

Feb 10, 2023
SELL
$112.65 - $131.57 $52,269 - $61,048
-464 Reduced 5.15%
8,550 $1.07 Million
Q3 2022

Nov 14, 2022
SELL
$111.5 - $132.34 $39,471 - $46,848
-354 Reduced 3.78%
9,014 $1.01 Million
Q2 2022

Jul 22, 2022
BUY
$114.07 - $132.3 $5,703 - $6,615
50 Added 0.54%
9,368 $1.11 Million
Q1 2022

May 10, 2022
SELL
$121.65 - $130.75 $42,942 - $46,154
-353 Reduced 3.65%
9,318 $1.16 Million
Q4 2021

Feb 09, 2022
SELL
$118.81 - $129.12 $6,296 - $6,843
-53 Reduced 0.55%
9,671 $1.22 Million
Q3 2021

Oct 07, 2021
SELL
$117.12 - $125.76 $257,781 - $276,797
-2,201 Reduced 18.46%
9,724 $1.16 Million
Q2 2021

Jul 12, 2021
BUY
$118.74 - $127.47 $7,718 - $8,285
65 Added 0.55%
11,925 $1.47 Million
Q1 2021

Apr 13, 2021
BUY
$104.47 - $119.79 $8,566 - $9,822
82 Added 0.7%
11,860 $1.41 Million
Q4 2020

Jan 11, 2021
SELL
$91.76 - $107.36 $59,552 - $69,676
-649 Reduced 5.22%
11,778 $1.28 Million
Q3 2020

Oct 09, 2020
SELL
$88.24 - $98.33 $83,033 - $92,528
-941 Reduced 7.04%
12,427 $1.21 Million
Q2 2020

Jul 10, 2020
BUY
$76.15 - $100.68 $7,691 - $10,168
101 Added 0.76%
13,368 $1.18 Million
Q1 2020

Apr 03, 2020
SELL
$68.26 - $108.76 $6,484 - $10,332
-95 Reduced 0.71%
13,267 $1.03 Million
Q4 2019

Jan 07, 2020
SELL
$98.73 - $107.77 $14,612 - $15,949
-148 Reduced 1.1%
13,362 $1.43 Million
Q3 2019

Oct 04, 2019
SELL
$101.59 - $103.8 $34,946 - $35,707
-344 Reduced 2.48%
13,510 $1.39 Million
Q2 2019

Jul 08, 2019
SELL
N/A
-442 Reduced 3.09%
13,854 $1.42 Million
Q1 2019

Apr 05, 2019
BUY
N/A
188 Added 1.33%
14,296 $1.42 Million
Q4 2018

Jan 17, 2019
SELL
N/A
-4,472 Reduced 24.07%
14,108 $1.31 Million
Q3 2018

Oct 09, 2018
BUY
N/A
4,420 Added 31.21%
18,580 $1.82 Million
Q2 2018

Jul 11, 2018
SELL
N/A
-5,234 Reduced 26.99%
14,160 $1.31 Million
Q1 2018

Apr 11, 2018
SELL
N/A
-631 Reduced 3.15%
19,394 $1.77 Million
Q4 2017

Jan 10, 2018
BUY
N/A
141 Added 0.71%
20,025 $1.89 Million
Q3 2017

Oct 12, 2017
BUY
N/A
19,884
19,884 $1.82 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
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More about SDY
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