Optimum Investment Advisors Spdr Series Tr Spdr S&P Divide Transaction History

Optimum Investment Advisors

  • $244 Million
  • Q3 2025

A detailed history of Optimum Investment Advisors transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Optimum Investment Advisors holds 2,004 shares of SDY stock, worth $276,992. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,004
Previous 2,004 -0.0%
Holding current value
$276,992
Previous $272,000 2.94%
% of portfolio
0.11%
Previous 0.12%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
SELL
$128.74 - $138.67 $2,574 - $2,773
-20 Reduced 0.99%
2,004 $271,000
Q1 2024

Apr 11, 2024
SELL
$122.28 - $131.24 $4,279 - $4,593
-35 Reduced 1.7%
2,024 $265,000
Q4 2023

Jan 08, 2024
SELL
$110.2 - $125.58 $2,755 - $3,139
-25 Reduced 1.2%
2,059 $257,000
Q4 2022

Jan 05, 2023
SELL
$112.65 - $131.57 $24,670 - $28,813
-219 Reduced 9.51%
2,084 $0
Q1 2022

Apr 08, 2022
BUY
$121.65 - $130.75 $1,703 - $1,830
14 Added 0.61%
2,303 $295,000
Q4 2021

Mar 17, 2022
SELL
$118.81 - $129.12 $4,158 - $4,519
-35 Reduced 1.51%
2,289 $296,000
Q3 2021

Oct 22, 2021
BUY
$117.12 - $125.76 $1,522 - $1,634
13 Added 0.56%
2,324 $273,000
Q2 2021

Aug 02, 2021
SELL
$118.74 - $127.47 $9,974 - $10,707
-84 Reduced 3.51%
2,311 $283,000
Q1 2021

Apr 15, 2021
SELL
$104.47 - $119.79 $65,502 - $75,108
-627 Reduced 20.75%
2,395 $283,000
Q4 2020

Jan 21, 2021
BUY
$91.76 - $107.36 $2,110 - $2,469
23 Added 0.77%
3,022 $320,000
Q3 2020

Oct 06, 2020
BUY
$88.24 - $98.33 $1,676 - $1,868
19 Added 0.64%
2,999 $277,000
Q2 2020

Jul 16, 2020
SELL
$76.15 - $100.68 $44,319 - $58,595
-582 Reduced 16.34%
2,980 $272,000
Q1 2020

Apr 21, 2020
BUY
$68.26 - $108.76 $1,569 - $2,501
23 Added 0.65%
3,562 $284,000
Q4 2019

Jan 22, 2020
BUY
$98.73 - $107.77 $1,777 - $1,939
18 Added 0.51%
3,539 $381,000
Q3 2019

Oct 17, 2019
BUY
$101.59 - $103.8 $1,625 - $1,660
16 Added 0.46%
3,521 $361,000
Q2 2019

Jul 29, 2019
BUY
N/A
15 Added 0.43%
3,505 $354,000
Q1 2019

May 03, 2019
BUY
N/A
13 Added 0.37%
3,490 $347,000
Q4 2018

Feb 04, 2019
BUY
N/A
18 Added 0.52%
3,477 $311,000
Q3 2018

Oct 05, 2018
BUY
N/A
15 Added 0.44%
3,459 $339,000
Q2 2018

Oct 05, 2018
BUY
N/A
16 Added 0.47%
3,444 $319,000
Q1 2018

May 09, 2018
SELL
N/A
-34 Reduced 0.98%
3,428 $313,000
Q4 2017

Jan 16, 2018
BUY
N/A
72 Added 2.12%
3,462 $327,000
Q3 2017

Nov 21, 2017
SELL
N/A
-687 Reduced 16.85%
3,390 $310,000
Q2 2017

Aug 14, 2017
BUY
N/A
4,077
4,077 $362,000

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 Optimum Investment Advisors Portfolio

Follow Optimum Investment Advisors 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 Optimum Investment Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Optimum Investment Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email