Pfg Private Wealth Management, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Pfg Private Wealth Management, LLC

  • $174 Million
  • Q4 2024

A detailed history of Pfg Private Wealth Management, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Pfg Private Wealth Management, LLC holds 1,126 shares of SDY stock, worth $153,744. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,126
Previous 1,419 20.65%
Holding current value
$153,744
Previous $201,000 26.37%
% of portfolio
0.08%
Previous 0.12%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
SELL
$131.66 - $144.0 $38,576 - $42,192
-293 Reduced 20.65%
1,126 $148,000
Q4 2023

Jan 22, 2024
BUY
$110.2 - $125.58 $51,683 - $58,897
469 Added 49.37%
1,419 $177,000
Q3 2023

Oct 24, 2023
SELL
$115.01 - $127.58 $8,970 - $9,951
-78 Reduced 7.59%
950 $109,000
Q1 2023

May 01, 2023
BUY
$117.74 - $132.18 $8,241 - $9,252
70 Added 7.31%
1,028 $127,000
Q2 2022

Jul 19, 2022
BUY
$114.07 - $132.3 $912 - $1,058
8 Added 0.84%
958 $114,000
Q3 2021

Nov 04, 2021
BUY
$117.12 - $125.76 $111,264 - $119,472
950 New
950 $112,000

Others Institutions Holding SDY

# of Institutions
1,314
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

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