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

Wealth Advisory Solutions, LLC

  • $357 Million
  • Q4 2024

A detailed history of Wealth Advisory Solutions, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Wealth Advisory Solutions, LLC holds 2,531 shares of SDY stock, worth $327,587. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,531
Previous 2,507 0.96%
Holding current value
$327,587
Previous $356,000 6.18%
% of portfolio
0.09%
Previous 0.1%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$131.66 - $144.0 $3,159 - $3,456
24 Added 0.96%
2,531 $334,000
Q3 2024

Oct 21, 2024
BUY
$125.95 - $142.04 $5,289 - $5,965
42 Added 1.7%
2,507 $356,000
Q2 2024

Jul 26, 2024
BUY
$124.6 - $132.46 $3,862 - $4,106
31 Added 1.27%
2,465 $313,000
Q1 2024

Apr 23, 2024
BUY
$122.28 - $131.24 $6,725 - $7,218
55 Added 2.31%
2,434 $319,000
Q4 2023

Feb 08, 2024
SELL
$110.2 - $125.58 $228,334 - $260,201
-2,072 Reduced 46.55%
2,379 $297,000
Q3 2023

Feb 07, 2024
BUY
$115.01 - $127.58 $511,909 - $567,858
4,451 New
4,451 $511,000
Q1 2023

May 15, 2023
BUY
$117.74 - $132.18 $7,064 - $7,930
60 Added 3.35%
1,852 $229,000
Q4 2022

Feb 10, 2023
BUY
$112.65 - $131.57 $201,868 - $235,773
1,792 New
1,792 $224,000
Q1 2022

May 16, 2022
SELL
$121.65 - $130.75 $536,963 - $577,130
-4,414 Closed
0 $0
Q3 2021

Nov 03, 2021
BUY
$117.12 - $125.76 $56,217 - $60,364
480 Added 12.2%
4,414 $519,000
Q2 2021

Jul 21, 2021
BUY
$118.74 - $127.47 $467,123 - $501,466
3,934 New
3,934 $481,000
Q1 2021

May 13, 2021
SELL
$104.47 - $119.79 $345,064 - $395,666
-3,303 Closed
0 $0
Q4 2020

Jan 28, 2021
BUY
$91.76 - $107.36 $22,022 - $25,766
240 Added 7.84%
3,303 $349,000
Q3 2020

Dec 29, 2020
BUY
$88.24 - $98.33 $46,326 - $51,623
525 Added 20.69%
3,063 $283,000
Q2 2020

Dec 23, 2020
BUY
$76.15 - $100.68 $193,268 - $255,525
2,538 New
2,538 $231,000
Q1 2020

Dec 18, 2020
SELL
$68.26 - $108.76 $188,738 - $300,721
-2,765 Closed
0 $0
Q4 2019

Jan 27, 2021
BUY
$98.73 - $107.77 $272,988 - $297,984
2,765 New
2,765 $297,000

Others Institutions Holding SDY

# of Institutions
1,326
Shares Held
73.2M
Call Options Held
42.1K
Put Options Held
37.4K
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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