Selective Wealth Management, Inc. Spdr Series Tr Spdr S&P Divide Transaction History

Selective Wealth Management, Inc.

$239 Million
Q3 2024

A detailed history of Selective Wealth Management, Inc. transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 3,770 shares of SDY stock, worth $503,408. This represents 0.22% of its overall portfolio holdings.

Number of Shares

3,770

Previous 3,868 2.53%

Holding current value

$503,408

Previous $491,000 8.96%

% of portfolio

0.22%

Previous 0.22%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	SELL	$125.95 - $142.04 $12,343 - $13,919	-98 Reduced 2.53%	3,770 $535,000
Q2 2024 Jul 10, 2024	SELL	$124.6 - $132.46 $24,670 - $26,227	-198 Reduced 4.87%	3,868 $491,000
Q1 2024 Apr 11, 2024	SELL	$122.28 - $131.24 $3,912 - $4,199	-32 Reduced 0.78%	4,066 $533,000
Q4 2023 Jan 05, 2024	BUY	$110.2 - $125.58 $220 - $251	2 Added 0.05%	4,098 $512,000
Q3 2023 Oct 10, 2023	SELL	$115.01 - $127.58 $81,772 - $90,709	-711 Reduced 14.79%	4,096 $471,000
Q2 2023 Jul 11, 2023	SELL	$117.3 - $124.97 $55,717 - $59,360	-475 Reduced 8.99%	4,807 $589,000
Q4 2022 Jan 23, 2023	BUY	$112.65 - $131.57 $231,608 - $270,507	2,056 Added 63.73%	5,282 $0
Q3 2022 Oct 21, 2022	BUY	$111.5 - $132.34 $73,478 - $87,212	659 Added 25.67%	3,226 $360,000
Q2 2022 Jul 28, 2022	BUY	$114.07 - $132.3 $97,529 - $113,116	855 Added 49.94%	2,567 $305,000
Q1 2022 Apr 20, 2022	BUY	$121.65 - $130.75 $171,769 - $184,619	1,412 Added 470.67%	1,712 $219,000
Q4 2021 Jan 18, 2022	SELL	$118.81 - $129.12 $59,405 - $64,560	-500 Reduced 62.5%	300 $39,000
Q3 2021 Oct 27, 2021	BUY	$117.12 - $125.76 $93,696 - $100,608	800 New	800 $94,000
Q1 2021 Apr 09, 2021	SELL	$104.47 - $119.79 $13,685 - $15,692	-131 Closed	0 $0
Q4 2020 Jan 22, 2021	BUY	$91.76 - $107.36 $12,020 - $14,064	131 New	131 $14,000
Q4 2019 Jan 10, 2020	SELL	$98.73 - $107.77 $29,322 - $32,007	-297 Closed	0 $0
Q3 2019 Oct 29, 2019	BUY	$101.59 - $103.8 $30,172 - $30,828	297 New	297 $30,000

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

Ticker SDY
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Selective Wealth Management, Inc. Spdr Series Tr Spdr S&P Divide Transaction History