Treasure Coast Financial Planning Spdr Series Tr Spdr S&P Divide Transaction History

Treasure Coast Financial Planning

$162 Million
Q3 2024

A detailed history of Treasure Coast Financial Planning transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Treasure Coast Financial Planning holds 23,019 shares of SDY stock, worth $3.07 Million. This represents 2.02% of its overall portfolio holdings.

Number of Shares

23,019

Previous 22,903 0.51%

Holding current value

$3.07 Million

Previous $2.91 Million 12.26%

% of portfolio

2.02%

Previous 1.92%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$125.95 - $142.04 $14,610 - $16,476	116 Added 0.51%	23,019 $3.27 Million
Q2 2024 Jul 22, 2024	SELL	$124.6 - $132.46 $21,680 - $23,048	-174 Reduced 0.75%	22,903 $2.91 Million
Q1 2024 Apr 26, 2024	BUY	$122.28 - $131.24 $261,434 - $280,591	2,138 Added 10.21%	23,077 $3.03 Million
Q4 2023 Feb 01, 2024	BUY	$110.2 - $125.58 $23,142 - $26,371	210 Added 1.01%	20,939 $2.62 Million
Q3 2023 Nov 06, 2023	BUY	$115.01 - $127.58 $5,290 - $5,868	46 Added 0.22%	20,729 $2.38 Million
Q2 2023 Jul 21, 2023	SELL	$117.3 - $124.97 $1.45 Million - $1.55 Million	-12,364 Reduced 37.41%	20,683 $2.54 Million
Q1 2023 May 04, 2023	BUY	$117.74 - $132.18 $2.49 Million - $2.79 Million	21,121 Added 177.1%	33,047 $4.09 Million
Q4 2022 Feb 06, 2023	BUY	$112.65 - $131.57 $773,905 - $903,885	6,870 Added 135.88%	11,926 $1.49 Million
Q3 2022 Nov 02, 2022	BUY	$111.5 - $132.34 $563,744 - $669,111	5,056 New	5,056 $564,000

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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Treasure Coast Financial Planning Spdr Series Tr Spdr S&P Divide Transaction History