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

Trinity Point Wealth, LLC

  • $680 Million
  • Q3 2024

A detailed history of Trinity Point Wealth, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Trinity Point Wealth, LLC holds 2,492 shares of SDY stock, worth $332,981. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,492
Previous 2,562 2.73%
Holding current value
$332,981
Previous $325,000 8.62%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 07, 2024
SELL
$125.95 - $142.04 $8,816 - $9,942
-70 Reduced 2.73%
2,492 $353,000
Q2 2024

Jul 30, 2024
BUY
$124.6 - $132.46 $10,964 - $11,656
88 Added 3.56%
2,562 $325,000
Q1 2024

May 08, 2024
SELL
$122.28 - $131.24 $16,752 - $17,979
-137 Reduced 5.25%
2,474 $324,000
Q4 2023

Feb 08, 2024
SELL
$110.2 - $125.58 $4,848 - $5,525
-44 Reduced 1.66%
2,611 $326,000
Q3 2023

Nov 08, 2023
SELL
$115.01 - $127.58 $15,526 - $17,223
-135 Reduced 4.84%
2,655 $305,000
Q2 2023

Aug 07, 2023
BUY
$117.3 - $124.97 $43,283 - $46,113
369 Added 15.24%
2,790 $341,000
Q1 2023

May 04, 2023
BUY
$117.74 - $132.18 $33,320 - $37,406
283 Added 13.24%
2,421 $299,000
Q4 2022

Feb 07, 2023
BUY
$112.65 - $131.57 $1,351 - $1,578
12 Added 0.56%
2,138 $267,000
Q3 2022

Nov 09, 2022
BUY
$111.5 - $132.34 $334 - $397
3 Added 0.14%
2,126 $237,000
Q2 2022

Aug 05, 2022
BUY
$114.07 - $132.3 $242,170 - $280,872
2,123 New
2,123 $252,000

Others Institutions Holding SDY

# of Institutions
1,307
Shares Held
72.5M
Call Options Held
51K
Put Options Held
46K
View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

SDY Quotes by TradingView
  • Ticker SDY
  • Sector ETFs
  • Industry ETFs
More about SDY
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