Paragon Financial Partners, Inc. Spdr Series Tr Spdr S&P Divide Transaction History

Paragon Financial Partners, Inc.

$133 Million
Q4 2024

A detailed history of Paragon Financial Partners, Inc. transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Paragon Financial Partners, Inc. holds 3,807 shares of SDY stock, worth $520,645. This represents 0.38% of its overall portfolio holdings.

Number of Shares

3,807

Previous 4,952 23.12%

Holding current value

$520,645

Previous $703,000 28.59%

% of portfolio

0.38%

Previous 0.52%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$131.66 - $144.0 $150,750 - $164,880	-1,145 Reduced 23.12%	3,807 $502,000
Q3 2024 Oct 15, 2024	SELL	$125.95 - $142.04 $45,719 - $51,560	-363 Reduced 6.83%	4,952 $703,000
Q2 2024 Aug 01, 2024	BUY	$124.6 - $132.46 $1,619 - $1,721	13 Added 0.25%	5,315 $675,000
Q1 2024 Apr 24, 2024	BUY	$122.28 - $131.24 $111,519 - $119,690	912 Added 20.77%	5,302 $695,000
Q4 2023 Jan 29, 2024	BUY	$110.2 - $125.58 $1,432 - $1,632	13 Added 0.3%	4,390 $548,000
Q3 2023 Oct 25, 2023	BUY	$115.01 - $127.58 $1,150 - $1,275	10 Added 0.23%	4,377 $503,000
Q2 2023 Aug 02, 2023	BUY	$117.3 - $124.97 $1,290 - $1,374	11 Added 0.25%	4,367 $535,000
Q1 2023 May 04, 2023	SELL	$117.74 - $132.18 $44,976 - $50,492	-382 Reduced 8.06%	4,356 $538,000
Q4 2022 Feb 02, 2023	BUY	$112.65 - $131.57 $1,351 - $1,578	12 Added 0.25%	4,738 $592,000
Q3 2022 Oct 26, 2022	BUY	$111.5 - $132.34 $1,115 - $1,323	10 Added 0.21%	4,726 $527,000
Q2 2022 Aug 12, 2022	BUY	$114.07 - $132.3 $1,596 - $1,852	14 Added 0.3%	4,716 $560,000
Q1 2022 May 16, 2022	BUY	$121.65 - $130.75 $1,094 - $1,176	9 Added 0.19%	4,702 $602,000
Q4 2021 Feb 14, 2022	BUY	$118.81 - $129.12 $557,575 - $605,960	4,693 New	4,693 $606,000

Others Institutions Holding SDY

# of Institutions

1,311

Shares Held

73.3M

Call Options Held

42.1K

Put Options Held

37.4K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
Sector ETFs
Industry ETFs

More about SDY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Paragon Financial Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Paragon Financial Partners, Inc. with notifications on news.

Account

Paragon Financial Partners, Inc. Spdr Series Tr Spdr S&P Divide Transaction History