River Wealth Advisors LLC Spdr Series Tr Spdr S&P Divide Transaction History

River Wealth Advisors LLC

  • $740 Million
  • Q3 2024

A detailed history of River Wealth Advisors LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, River Wealth Advisors LLC holds 2,899 shares of SDY stock, worth $387,567. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,899
Previous 2,899 -0.0%
Holding current value
$387,567
Previous $368,000 11.68%
% of portfolio
0.06%
Previous 0.05%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
SELL
$124.6 - $132.46 $22,303 - $23,710
-179 Reduced 5.82%
2,899 $368,000
Q4 2023

Feb 13, 2024
SELL
$110.2 - $125.58 $110 - $125
-1 Reduced 0.03%
3,078 $384,000
Q3 2023

Nov 13, 2023
SELL
$115.01 - $127.58 $73,146 - $81,140
-636 Reduced 17.12%
3,079 $354,000
Q2 2023

Aug 09, 2023
SELL
$117.3 - $124.97 $16,187 - $17,245
-138 Reduced 3.58%
3,715 $455,000
Q1 2023

May 11, 2023
SELL
$117.74 - $132.18 $33,673 - $37,803
-286 Reduced 6.91%
3,853 $476,000
Q4 2022

Feb 10, 2023
SELL
$112.65 - $131.57 $38,075 - $44,470
-338 Reduced 7.55%
4,139 $517,000
Q3 2022

Nov 14, 2022
SELL
$111.5 - $132.34 $3,345 - $3,970
-30 Reduced 0.67%
4,477 $499,000
Q1 2022

May 09, 2022
SELL
$121.65 - $130.75 $14,476 - $15,559
-119 Reduced 2.57%
4,507 $577,000
Q3 2021

Nov 12, 2021
BUY
$117.12 - $125.76 $68,632 - $73,695
586 Added 14.5%
4,626 $544,000
Q2 2021

Aug 06, 2021
BUY
$118.74 - $127.47 $949 - $1,019
8 Added 0.2%
4,040 $494,000
Q2 2020

Aug 11, 2020
BUY
$76.15 - $100.68 $30,307 - $40,070
398 Added 10.95%
4,032 $368,000
Q4 2019

Feb 07, 2020
SELL
$98.73 - $107.77 $4,047 - $4,418
-41 Reduced 1.12%
3,634 $391,000
Q2 2019

Jul 30, 2019
BUY
N/A
3,675 New
3,675 $371,000
Q1 2019

May 07, 2019
SELL
N/A
-1,076 Closed
0 $0
Q2 2018

Aug 13, 2018
BUY
N/A
1,076 New
1,076 $100,000

Others Institutions Holding SDY

# of Institutions
1,264
Shares Held
68.8M
Call Options Held
51K
Put Options Held
46.5K
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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