Premier Path Wealth Partners, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Premier Path Wealth Partners, LLC

  • $643 Billion
  • Q1 2025

A detailed history of Premier Path Wealth Partners, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Premier Path Wealth Partners, LLC holds 1,790 shares of SDY stock, worth $231,679. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,790
Previous 2,517 28.88%
Holding current value
$231,679
Previous $332 Million 26.94%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Apr 21, 2025
SELL
$128.74 - $138.67 $93,593 - $100,813
-727 Reduced 28.88%
1,790 $243 Million
Q4 2024

Jan 15, 2025
BUY
$131.66 - $144.0 $144,431 - $157,968
1,097 Added 77.25%
2,517 $332 Million
Q3 2024

Oct 15, 2024
SELL
$125.95 - $142.04 $223,687 - $252,263
-1,776 Reduced 55.57%
1,420 $202 Million
Q2 2024

Jul 24, 2024
BUY
$124.6 - $132.46 $28,408 - $30,200
228 Added 7.68%
3,196 $406 Million
Q1 2024

Apr 24, 2024
BUY
$122.28 - $131.24 $16,507 - $17,717
135 Added 4.77%
2,968 $389 Million
Q4 2023

Jan 12, 2024
BUY
$110.2 - $125.58 $312,196 - $355,768
2,833 New
2,833 $354 Million

Others Institutions Holding SDY

# of Institutions
1,322
Shares Held
73.2M
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
Track This Portfolio

Track Premier Path Wealth Partners, LLC Portfolio

Follow Premier Path Wealth Partners, LLC 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 Premier Path Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Premier Path Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email