Oak Harbor Wealth Partners, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Oak Harbor Wealth Partners, LLC

  • $349 Million
  • Q3 2024

A detailed history of Oak Harbor Wealth Partners, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 1,514 shares of SDY stock, worth $202,164. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,514
Previous 1,579 4.12%
Holding current value
$202,164
Previous $200,000 7.5%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Nov 06, 2024
SELL
$125.95 - $142.04 $8,186 - $9,232
-65 Reduced 4.12%
1,514 $215,000
Q2 2024

Jul 18, 2024
SELL
$124.6 - $132.46 $18,690 - $19,869
-150 Reduced 8.68%
1,579 $200,000
Q1 2024

Apr 23, 2024
SELL
$122.28 - $131.24 $226,340 - $242,925
-1,851 Reduced 51.7%
1,729 $226,000
Q4 2023

Feb 09, 2024
SELL
$110.2 - $125.58 $172,683 - $196,783
-1,567 Reduced 30.44%
3,580 $447,000
Q3 2023

Oct 19, 2023
SELL
$115.01 - $127.58 $18,976 - $21,050
-165 Reduced 3.11%
5,147 $591,000
Q4 2022

Jan 18, 2023
SELL
$112.65 - $131.57 $24,219 - $28,287
-215 Reduced 3.89%
5,312 $0
Q3 2022

Nov 03, 2022
SELL
$111.5 - $132.34 $65,785 - $78,080
-590 Reduced 9.65%
5,527 $616,000
Q2 2022

Jul 25, 2022
SELL
$114.07 - $132.3 $352,362 - $408,674
-3,089 Reduced 33.55%
6,117 $726,000
Q1 2022

May 11, 2022
SELL
$121.65 - $130.75 $8,637 - $9,283
-71 Reduced 0.77%
9,206 $1.18 Million
Q4 2021

Feb 17, 2022
BUY
$118.81 - $129.12 $1.1 Million - $1.2 Million
9,277 New
9,277 $1.2 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
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