Valeo Financial Advisors, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Valeo Financial Advisors, LLC

$3.97 Billion
Q4 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 4,251 shares of SDY stock, worth $581,366. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,251

Previous 4,241 0.24%

Holding current value

$581,366

Previous $602,000 6.81%

% of portfolio

0.01%

Previous 0.02%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$131.66 - $144.0 $1,316 - $1,440	10 Added 0.24%	4,251 $561,000
Q3 2024 Oct 10, 2024	SELL	$125.95 - $142.04 $68,138 - $76,843	-541 Reduced 11.31%	4,241 $602,000
Q2 2024 Jul 10, 2024	BUY	$124.6 - $132.46 $996 - $1,059	8 Added 0.17%	4,782 $608,000
Q1 2024 Apr 25, 2024	SELL	$122.28 - $131.24 $24,700 - $26,510	-202 Reduced 4.06%	4,774 $626,000
Q1 2024 Apr 19, 2024	SELL	$122.28 - $131.24 $20,787 - $22,310	-170 Reduced 3.3%	4,976 $653,000
Q4 2023 Jan 29, 2024	BUY	$110.2 - $125.58 $14,766 - $16,827	134 Added 2.67%	5,146 $643,000
Q3 2023 Oct 19, 2023	BUY	$115.01 - $127.58 $19,551 - $21,688	170 Added 3.51%	5,012 $576,000
Q2 2023 Jul 14, 2023	SELL	$117.3 - $124.97 $34,955 - $37,241	-298 Reduced 5.8%	4,842 $593,000
Q1 2023 Apr 17, 2023	BUY	$117.74 - $132.18 $941 - $1,057	8 Added 0.16%	5,140 $635,000
Q4 2022 Feb 09, 2023	BUY	$112.65 - $131.57 $161,652 - $188,802	1,435 Added 38.82%	5,132 $642,000
Q3 2022 Oct 31, 2022	SELL	$111.5 - $132.34 $46,830 - $55,582	-420 Reduced 10.2%	3,697 $412,000
Q2 2022 Aug 03, 2022	SELL	$114.07 - $132.3 $7,300 - $8,467	-64 Reduced 1.53%	4,117 $489,000
Q1 2022 Apr 28, 2022	BUY	$121.65 - $130.75 $12,165 - $13,075	100 Added 2.45%	4,181 $536,000
Q4 2021 Jan 07, 2022	SELL	$118.81 - $129.12 $14,851 - $16,140	-125 Reduced 2.97%	4,081 $527,000
Q3 2021 Nov 02, 2021	BUY	$117.12 - $125.76 $936 - $1,006	8 Added 0.19%	4,206 $494,000
Q2 2021 Jul 22, 2021	BUY	$118.74 - $127.47 $71,956 - $77,246	606 Added 16.87%	4,198 $513,000
Q1 2021 Apr 12, 2021	BUY	$104.47 - $119.79 $80,337 - $92,118	769 Added 27.24%	3,592 $424,000
Q4 2020 Feb 11, 2021	BUY	$91.76 - $107.36 $60,011 - $70,213	654 Added 30.15%	2,823 $299,000
Q2 2020 Jul 20, 2020	SELL	$76.15 - $100.68 $38,912 - $51,447	-511 Reduced 19.07%	2,169 $198,000
Q1 2020 Apr 13, 2020	BUY	$68.26 - $108.76 $139,659 - $222,522	2,046 Added 322.71%	2,680 $233,000
Q3 2019 Oct 15, 2019	BUY	$101.59 - $103.8 $3,250 - $3,321	32 Added 5.32%	634 $65,000
Q2 2019 Jul 10, 2019	SELL	N/A	-402 Reduced 40.04%	602 $61,000
Q1 2019 Apr 12, 2019	BUY	N/A	314 Added 45.51%	1,004 $100,000
Q4 2018 Jan 30, 2019	BUY	N/A	9 Added 1.32%	690 $62,000
Q3 2018 Nov 01, 2018	BUY	N/A	116 Added 20.53%	681 $64,000
Q2 2018 Aug 14, 2018	SELL	N/A	-134 Reduced 19.17%	565 $54,000
Q1 2018 Apr 12, 2018	SELL	N/A	-25 Reduced 3.45%	699 $64,000
Q4 2017 Feb 09, 2018	BUY	N/A	159 Added 28.14%	724 $68,000
Q3 2017 Nov 14, 2017	BUY	N/A	565	565 $52,000

Others Institutions Holding SDY

# of Institutions

1,311

Shares Held

73.3M

Call Options Held

42.1K

Put Options Held

37.4K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
Sector ETFs
Industry ETFs

More about SDY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Valeo Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valeo Financial Advisors, LLC with notifications on news.

Account

Valeo Financial Advisors, LLC Spdr Series Tr Spdr S&P Divide Transaction History