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

Private Wealth Group, LLC

  • $199 Million
  • Q4 2024

A detailed history of Private Wealth Group, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Private Wealth Group, LLC holds 49,455 shares of SDY stock, worth $6.75 Million. This represents 3.28% of its overall portfolio holdings.

Number of Shares
49,455
Previous 48,155 2.7%
Holding current value
$6.75 Million
Previous $6.84 Million 4.47%
% of portfolio
3.28%
Previous 3.52%

Shares

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

Jan 17, 2025
BUY
$131.66 - $144.0 $171,158 - $187,200
1,300 Added 2.7%
49,455 $6.53 Million
Q3 2024

Oct 28, 2024
SELL
$125.95 - $142.04 $239,053 - $269,591
-1,898 Reduced 3.79%
48,155 $6.84 Million
Q2 2024

Jul 24, 2024
BUY
$124.6 - $132.46 $51,584 - $54,838
414 Added 0.83%
50,053 $6.37 Million
Q1 2024

Apr 25, 2024
SELL
$122.28 - $131.24 $634,755 - $681,266
-5,191 Reduced 9.47%
49,639 $6.51 Million
Q4 2023

Jan 26, 2024
SELL
$110.2 - $125.58 $2.17 Million - $2.47 Million
-19,704 Reduced 26.44%
54,830 $6.85 Million
Q3 2023

Nov 14, 2023
BUY
$115.01 - $127.58 $7.44 Million - $8.25 Million
64,658 Added 654.7%
74,534 $8.57 Million
Q2 2023

Aug 10, 2023
SELL
$117.3 - $124.97 $53,488 - $56,986
-456 Reduced 4.41%
9,876 $1.21 Million
Q1 2023

May 01, 2023
SELL
$117.74 - $132.18 $10,125 - $11,367
-86 Reduced 0.83%
10,332 $1.28 Million
Q4 2022

Feb 06, 2023
BUY
$112.65 - $131.57 $114,227 - $133,411
1,014 Added 10.78%
10,418 $1.3 Million
Q3 2022

Oct 12, 2022
BUY
$111.5 - $132.34 $114,845 - $136,310
1,030 Added 12.3%
9,404 $1.05 Million
Q2 2022

Jul 13, 2022
SELL
$114.07 - $132.3 $21,445 - $24,872
-188 Reduced 2.2%
8,374 $994,000
Q1 2022

Apr 13, 2022
BUY
$121.65 - $130.75 $68,002 - $73,089
559 Added 6.98%
8,562 $1.1 Million
Q4 2021

Jan 18, 2022
SELL
$118.81 - $129.12 $1,663 - $1,807
-14 Reduced 0.17%
8,003 $1.03 Million
Q3 2021

Oct 27, 2021
BUY
$117.12 - $125.76 $77,650 - $83,378
663 Added 9.02%
8,017 $942,000
Q2 2021

Aug 06, 2021
BUY
$118.74 - $127.47 $215,513 - $231,358
1,815 Added 32.77%
7,354 $899,000
Q1 2021

May 03, 2021
BUY
$104.47 - $119.79 $361,048 - $413,994
3,456 Added 165.91%
5,539 $654,000
Q4 2020

Feb 01, 2021
BUY
$91.76 - $107.36 $191,136 - $223,630
2,083 New
2,083 $221,000

Others Institutions Holding SDY

# of Institutions
1,309
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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