Principle Wealth Partners LLC Spdr Series Tr Spdr S&P Divide Transaction History

Principle Wealth Partners LLC

  • $1.35 Billion
  • Q4 2024

A detailed history of Principle Wealth Partners LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Principle Wealth Partners LLC holds 17,313 shares of SDY stock, worth $2.25 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
17,313
Previous 17,603 1.65%
Holding current value
$2.25 Million
Previous $2.5 Million 8.52%
% of portfolio
0.17%
Previous 0.19%

Shares

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

Jan 29, 2025
SELL
$131.66 - $144.0 $38,181 - $41,760
-290 Reduced 1.65%
17,313 $2.29 Million
Q3 2024

Nov 13, 2024
SELL
$125.95 - $142.04 $90,684 - $102,268
-720 Reduced 3.93%
17,603 $2.5 Million
Q2 2024

Aug 13, 2024
BUY
$124.6 - $132.46 $279,104 - $296,710
2,240 Added 13.93%
18,323 $2.33 Million
Q4 2023

Feb 05, 2024
BUY
$110.2 - $125.58 $160,341 - $182,718
1,455 Added 9.95%
16,083 $2.01 Million
Q3 2023

Nov 01, 2023
SELL
$115.01 - $127.58 $115,010 - $127,580
-1,000 Reduced 6.4%
14,628 $1.68 Million
Q2 2023

Jul 31, 2023
SELL
$117.3 - $124.97 $243,632 - $259,562
-2,077 Reduced 11.73%
15,628 $1.92 Million
Q1 2023

May 10, 2023
SELL
$117.74 - $132.18 $99,490 - $111,692
-845 Reduced 4.56%
17,705 $2.19 Million
Q1 2022

May 12, 2022
BUY
$121.65 - $130.75 $97,320 - $104,600
800 Added 4.51%
18,550 $2.38 Million
Q4 2021

Feb 11, 2022
SELL
$118.81 - $129.12 $496,031 - $539,076
-4,175 Reduced 19.04%
17,750 $2.29 Million
Q1 2021

May 18, 2021
SELL
$104.47 - $119.79 $6,790 - $7,786
-65 Reduced 0.3%
21,925 $2.59 Million
Q4 2020

Feb 16, 2021
BUY
$91.76 - $107.36 $1.79 Million - $2.09 Million
19,497 Added 782.07%
21,990 $2.33 Million
Q2 2020

Aug 14, 2020
BUY
$76.15 - $100.68 $189,841 - $250,995
2,493 New
2,493 $227,000
Q1 2020

May 13, 2020
SELL
$68.26 - $108.76 $135,359 - $215,671
-1,983 Closed
0 $0
Q4 2019

Feb 04, 2020
SELL
$98.73 - $107.77 $126,966 - $138,592
-1,286 Reduced 39.34%
1,983 $213,000
Q3 2019

Nov 05, 2019
SELL
$101.59 - $103.8 $3,250 - $3,321
-32 Reduced 0.97%
3,269 $335,000
Q1 2019

Oct 30, 2019
BUY
N/A
3,301 New
3,301 $328,000

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
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