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

Optimum Investment Advisors

  • $227 Million
  • Q3 2024

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 2,024 shares of SDY stock, worth $270,548. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,024
Previous 2,024 -0.0%
Holding current value
$270,548
Previous $257,000 11.67%
% of portfolio
0.13%
Previous 0.12%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

Others Institutions Holding SDY

# of Institutions
1,281
Shares Held
68.2M
Call Options Held
51K
Put Options Held
46K
View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

SDY Quotes by TradingView
  • Ticker SDY
  • Sector ETFs
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More about SDY
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