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

Sar Wealth Management Group, LLC

$149 Billion
Q4 2024

A detailed history of Sar Wealth Management Group, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Sar Wealth Management Group, LLC holds 88,985 shares of SDY stock, worth $11.7 Million. This represents 7.89% of its overall portfolio holdings.

Number of Shares

88,985

Previous 89,989 1.12%

Holding current value

$11.7 Million

Previous $12.8 Billion 8.04%

% of portfolio

7.89%

Previous 8.45%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$131.66 - $144.0 $132,186 - $144,576	-1,004 Reduced 1.12%	88,985 $11.8 Billion
Q3 2024 Oct 17, 2024	SELL	$125.95 - $142.04 $60,456 - $68,179	-480 Reduced 0.53%	89,989 $12.8 Billion
Q2 2024 Jul 15, 2024	SELL	$124.6 - $132.46 $1.02 Million - $1.09 Million	-8,201 Reduced 8.31%	90,469 $11.5 Billion
Q1 2024 Apr 15, 2024	BUY	$122.28 - $131.24 $63,952 - $68,638	523 Added 0.53%	98,670 $12.9 Billion
Q4 2023 Feb 12, 2024	BUY	$110.2 - $125.58 $10.8 Million - $12.3 Million	98,147 New	98,147 $12.3 Billion

Others Institutions Holding SDY

# of Institutions

1,266

Shares Held

67.8M

Call Options Held

51K

Put Options Held

46.5K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
Sector ETFs
Industry ETFs

More about SDY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sar Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sar Wealth Management Group, LLC with notifications on news.

Account

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