Transform Wealth, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Transform Wealth, LLC

$1.75 Billion
Q4 2024

A detailed history of Transform Wealth, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Transform Wealth, LLC holds 7,559 shares of SDY stock, worth $1.02 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

7,559

Previous 8,816 14.26%

Holding current value

$1.02 Million

Previous $1.25 Million 20.29%

% of portfolio

0.06%

Previous 0.09%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$131.66 - $144.0 $165,496 - $181,008	-1,257 Reduced 14.26%	7,559 $998,000
Q3 2024 Oct 15, 2024	SELL	$125.95 - $142.04 $79,474 - $89,627	-631 Reduced 6.68%	8,816 $1.25 Million
Q2 2024 Jul 15, 2024	SELL	$124.6 - $132.46 $17,444 - $18,544	-140 Reduced 1.46%	9,447 $1.2 Million
Q1 2024 Apr 15, 2024	SELL	$122.28 - $131.24 $81,560 - $87,537	-667 Reduced 6.5%	9,587 $1.26 Million
Q4 2023 Jan 18, 2024	SELL	$110.2 - $125.58 $276,491 - $315,080	-2,509 Reduced 19.66%	10,254 $1.28 Million
Q3 2023 Oct 10, 2023	SELL	$115.01 - $127.58 $103,393 - $114,694	-899 Reduced 6.58%	12,763 $1.47 Million
Q2 2023 Jul 13, 2023	SELL	$117.3 - $124.97 $77,183 - $82,230	-658 Reduced 4.59%	13,662 $1.67 Million
Q1 2023 Apr 14, 2023	SELL	$117.74 - $132.18 $33,084 - $37,142	-281 Reduced 1.92%	14,320 $1.77 Million
Q4 2022 Jan 12, 2023	SELL	$112.65 - $131.57 $110,960 - $129,596	-985 Reduced 6.32%	14,601 $0
Q3 2022 Oct 21, 2022	SELL	$111.5 - $132.34 $4,460 - $5,293	-40 Reduced 0.26%	15,586 $1.74 Million
Q2 2022 Jul 15, 2022	SELL	$114.07 - $132.3 $171,105 - $198,450	-1,500 Reduced 8.76%	15,626 $1.86 Million
Q1 2022 Apr 25, 2022	SELL	$121.65 - $130.75 $69,218 - $74,396	-569 Reduced 3.22%	17,126 $2.19 Million
Q4 2021 Jan 26, 2022	SELL	$118.81 - $129.12 $38,138 - $41,447	-321 Reduced 1.78%	17,695 $2.29 Million
Q3 2021 Oct 15, 2021	SELL	$117.12 - $125.76 $48,604 - $52,190	-415 Reduced 2.25%	18,016 $2.12 Million
Q2 2021 Jul 20, 2021	SELL	$118.74 - $127.47 $29,685 - $31,867	-250 Reduced 1.34%	18,431 $2.25 Million
Q1 2021 Apr 22, 2021	SELL	$104.47 - $119.79 $182,404 - $209,153	-1,746 Reduced 8.55%	18,681 $2.21 Million
Q4 2020 Jan 20, 2021	SELL	$91.76 - $107.36 $127,271 - $148,908	-1,387 Reduced 6.36%	20,427 $2.16 Million
Q3 2020 Oct 21, 2020	SELL	$88.24 - $98.33 $1.12 Million - $1.24 Million	-12,638 Reduced 36.68%	21,814 $2.02 Million
Q2 2020 Jul 22, 2020	SELL	$76.15 - $100.68 $127,094 - $168,034	-1,669 Reduced 4.62%	34,452 $3.14 Million
Q1 2020 Apr 30, 2020	SELL	$68.26 - $108.76 $2.62 Million - $4.18 Million	-38,427 Reduced 51.55%	36,121 $2.89 Million
Q4 2019 Jan 24, 2020	BUY	$98.73 - $107.77 $1.58 Million - $1.73 Million	16,017 Added 27.36%	74,548 $8.02 Million
Q3 2019 Oct 24, 2019	BUY	$101.59 - $103.8 $301,417 - $307,974	2,967 Added 5.34%	58,531 $6.01 Million
Q2 2019 Jul 30, 2019	SELL	N/A	-3,465 Reduced 5.87%	55,564 $5.61 Million
Q1 2019 Apr 12, 2019	BUY	N/A	15,614 Added 35.96%	59,029 $5.87 Million
Q4 2018 Jan 30, 2019	BUY	N/A	43,415 New	43,415 $3.89 Million

Others Institutions Holding SDY

# of Institutions

1,282

Shares Held

68.2M

Call Options Held

51K

Put Options Held

46K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
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Transform Wealth, LLC Spdr Series Tr Spdr S&P Divide Transaction History