Peterson Wealth Management Spdr Series Tr Spdr S&P Divide Transaction History

Peterson Wealth Management

$161 Million
Q2 2024

A detailed history of Peterson Wealth Management transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Peterson Wealth Management holds 68,739 shares of SDY stock, worth $9.5 Million. This represents 5.42% of its overall portfolio holdings.

Number of Shares

68,739

Previous 52,318 31.39%

Holding current value

$9.5 Million

Previous $6.87 Million 27.32%

% of portfolio

5.42%

Previous 4.98%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 05, 2024	BUY	$124.6 - $132.46 $2.05 Million - $2.18 Million	16,421 Added 31.39%	68,739 $8.74 Million
Q1 2024 May 15, 2024	SELL	$122.28 - $131.24 $1.29 Million - $1.39 Million	-10,586 Reduced 16.83%	52,318 $6.87 Million
Q4 2023 Feb 22, 2024	SELL	$110.2 - $125.58 $1.76 Million - $2.01 Million	-16,004 Reduced 20.28%	62,904 $7.86 Million
Q3 2023 Nov 14, 2023	BUY	$115.01 - $127.58 $162,394 - $180,142	1,412 Added 1.82%	78,908 $9.08 Million
Q2 2023 Aug 17, 2023	BUY	$117.3 - $124.97 $1.31 Million - $1.39 Million	11,141 Added 16.79%	77,496 $9.5 Million
Q1 2023 Aug 17, 2023	SELL	$117.74 - $132.18 $83,830 - $94,112	-712 Reduced 1.06%	66,355 $8.21 Million
Q4 2022 Feb 07, 2023	SELL	$112.65 - $131.57 $2.84 Million - $3.31 Million	-25,176 Reduced 27.29%	67,067 $8.39 Million
Q3 2022 Oct 13, 2022	BUY	$111.5 - $132.34 $2.92 Million - $3.46 Million	26,160 Added 39.59%	92,243 $10.3 Million
Q2 2022 Aug 03, 2022	SELL	$114.07 - $132.3 $829,859 - $962,482	-7,275 Reduced 9.92%	66,083 $7.84 Million
Q1 2022 Apr 26, 2022	BUY	$121.65 - $130.75 $2.63 Million - $2.83 Million	21,612 Added 41.77%	73,358 $9.4 Million
Q4 2021 Feb 09, 2022	BUY	$118.81 - $129.12 $348,469 - $378,708	2,933 Added 6.01%	51,746 $6.68 Million
Q3 2021 Nov 12, 2021	BUY	$117.12 - $125.76 $184,229 - $197,820	1,573 Added 3.33%	48,813 $5.74 Million
Q2 2021 Aug 03, 2021	BUY	$118.74 - $127.47 $29,803 - $31,994	251 Added 0.53%	47,240 $5.78 Million
Q1 2021 Apr 19, 2021	BUY	$104.47 - $119.79 $28,206 - $32,343	270 Added 0.58%	46,989 $5.55 Million
Q4 2020 Mar 10, 2021	BUY	$91.76 - $107.36 $97,999 - $114,660	1,068 Added 2.34%	46,719 $4.95 Million
Q3 2020 Nov 03, 2020	BUY	$88.24 - $98.33 $955,109 - $1.06 Million	10,824 Added 31.08%	45,651 $4.22 Million
Q2 2020 Jul 22, 2020	BUY	$76.15 - $100.68 $305,437 - $403,827	4,011 Added 13.02%	34,827 $3.18 Million
Q1 2020 Apr 23, 2020	SELL	$68.26 - $108.76 $359,047 - $572,077	-5,260 Reduced 14.58%	30,816 $2.46 Million
Q4 2019 Jan 17, 2020	BUY	$98.73 - $107.77 $3.56 Million - $3.89 Million	36,076 New	36,076 $3.87 Million

Others Institutions Holding SDY

# of Institutions

1,236

Shares Held

69.8M

Call Options Held

43.4K

Put Options Held

18.7K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
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Peterson Wealth Management Spdr Series Tr Spdr S&P Divide Transaction History