Rockbridge Investment Management, Lcc Spdr Series Tr Spdr S&P Divide Transaction History

Rockbridge Investment Management, Lcc

$780 Billion
Q4 2024

A detailed history of Rockbridge Investment Management, Lcc transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 2,291 shares of SDY stock, worth $296,524. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,291

Holding current value

$296,524

% of portfolio

0.04%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$131.66 - $144.0 $301,633 - $329,904	2,291 New	2,291 $303 Million
Q4 2023 Feb 14, 2024	SELL	$110.2 - $125.58 $303,050 - $345,345	-2,750 Reduced 40.89%	3,976 $497 Million
Q3 2023 May 28, 2024	BUY	$115.01 - $127.58 $20,011 - $22,198	174 Added 4.51%	4,032 $463,000
Q3 2022 May 28, 2024	BUY	$111.5 - $132.34 $209,062 - $248,137	1,875 Added 94.55%	3,858 $0
Q2 2022 May 28, 2024	SELL	$114.07 - $132.3 $29,430 - $34,133	-258 Reduced 11.51%	1,983 $0
Q1 2022 May 28, 2024	BUY	$121.65 - $130.75 $272,617 - $293,010	2,241 New	2,241 $0
Q2 2021 Aug 05, 2021	BUY	$118.74 - $127.47 $136,551 - $146,590	1,150 Added 20.62%	6,726 $822,000
Q4 2020 Mar 04, 2021	BUY	$91.76 - $107.36 $23,674 - $27,698	258 Added 4.85%	5,576 $591,000
Q3 2020 Nov 03, 2020	SELL	$88.24 - $98.33 $20,295 - $22,615	-230 Reduced 4.15%	5,318 $491,000
Q2 2020 Aug 20, 2020	BUY	$76.15 - $100.68 $422,480 - $558,572	5,548 New	5,548 $506,000

Others Institutions Holding SDY

# of Institutions

1,326

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

Ticker SDY
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Rockbridge Investment Management, Lcc Spdr Series Tr Spdr S&P Divide Transaction History