Vista Wealth Management Group, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Vista Wealth Management Group, LLC

$1.47 Billion
Q1 2025

A detailed history of Vista Wealth Management Group, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 7,092 shares of SDY stock, worth $980,256. This represents 0.06% of its overall portfolio holdings.

Number of Shares

7,092

Previous 7,096 0.06%

Holding current value

$980,256

Previous $937,000 1.6%

% of portfolio

0.06%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	SELL	$128.74 - $138.67 $514 - $554	-4 Reduced 0.06%	7,092 $952,000
Q4 2024 Jan 27, 2025	SELL	$131.66 - $144.0 $526 - $576	-4 Reduced 0.06%	7,096 $937,000
Q2 2024 Jul 30, 2024	BUY	$124.6 - $132.46 $28,035 - $29,803	225 Added 3.27%	7,100 $902,000
Q3 2023 Nov 14, 2023	SELL	$115.01 - $127.58 $345 - $382	-3 Reduced 0.04%	6,875 $790,000
Q2 2023 Aug 02, 2023	BUY	$117.3 - $124.97 $351 - $374	3 Added 0.04%	6,878 $843,000

Q1 2020 May 01, 2020	SELL	$68.26 - $108.76 $85,188 - $135,732	-1,248 Reduced 15.36%	6,875 $549,000
Q4 2019 Feb 03, 2020	BUY	$98.73 - $107.77 $801,983 - $875,415	8,123 New	8,123 $874,000

Others Institutions Holding SDY

# of Institutions

1,351

Shares Held

70.6M

Call Options Held

59.5K

Put Options Held

29.7K

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About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
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Vista Wealth Management Group, LLC Spdr Series Tr Spdr S&P Divide Transaction History