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

Wealth Enhancement Advisory Services, LLC

$46.2 Billion
Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 363,225 shares of SDY stock, worth $49.6 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

363,225

Previous 363,722 0.14%

Holding current value

$49.6 Million

Previous $51.7 Million 7.13%

% of portfolio

0.1%

Previous 0.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	SELL	$131.66 - $144.0 $65,435 - $71,568	-497 Reduced 0.14%	363,225 $48 Million
Q3 2024 Oct 23, 2024	BUY	$125.95 - $142.04 $36,777 - $41,475	292 Added 0.08%	363,722 $51.7 Million
Q2 2024 Jul 16, 2024	BUY	$124.6 - $132.46 $24.2 Million - $25.7 Million	194,290 Added 114.87%	363,430 $46.2 Million
Q1 2024 Apr 15, 2024	SELL	$122.28 - $131.24 $2.5 Million - $2.68 Million	-20,438 Reduced 10.78%	169,140 $22.2 Million
Q4 2023 Jan 30, 2024	SELL	$110.2 - $125.58 $648,527 - $739,038	-5,885 Reduced 3.01%	189,578 $23.7 Million
Q3 2023 Nov 13, 2023	BUY	$115.01 - $127.58 $21.9 Million - $24.3 Million	190,728 Added 4028.05%	195,463 $22.5 Million
Q2 2023 Jul 21, 2023	BUY	$117.3 - $124.97 $104,748 - $111,598	893 Added 23.24%	4,735 $580,000
Q1 2023 Apr 25, 2023	BUY	$117.74 - $132.18 $452,357 - $507,835	3,842 New	3,842 $475,000

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 Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Account

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