Simplicity Wealth,Llc Spdr Series Tr Spdr S&P Divide Transaction History

Simplicity Wealth,Llc

  • $1.04 Billion
  • Q3 2024

A detailed history of Simplicity Wealth,Llc transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Simplicity Wealth,Llc holds 3,323 shares of SDY stock, worth $441,693. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,323
Previous 6,777 50.97%
Holding current value
$441,693
Previous $861,000 45.3%
% of portfolio
0.05%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024
SELL
$125.95 - $142.04 $435,031 - $490,606
-3,454 Reduced 50.97%
3,323 $471,000
Q2 2024

Jul 10, 2024
BUY
$124.6 - $132.46 $371,183 - $394,598
2,979 Added 78.44%
6,777 $861,000
Q1 2024

Apr 24, 2024
BUY
$122.28 - $131.24 $464,419 - $498,449
3,798 New
3,798 $498,000

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
Track This Portfolio

Track Simplicity Wealth,Llc Portfolio

Follow Simplicity Wealth,Llc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

News

Stay updated on Simplicity Wealth,Llc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email