Wealthpoint, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Wealthpoint, LLC

$247 Million
Q3 2023

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 24, 2023	BUY	$112.65 - $131.57 $338,625 - $395,499	3,006 New	3,006 $0
Q3 2021 Nov 01, 2021	SELL	$117.12 - $125.76 $472,462 - $507,315	-4,034 Closed	0 $0
Q2 2021 Jul 26, 2021	BUY	$118.74 - $127.47 $478,997 - $514,213	4,034 New	4,034 $493,000
Q1 2020 Apr 16, 2020	SELL	$68.26 - $108.76 $205,326 - $327,150	-3,008 Closed	0 $0
Q4 2019 Jan 31, 2020	BUY	$98.73 - $107.77 $29,520 - $32,223	299 Added 11.04%	3,008 $324,000
Q3 2019 Nov 14, 2019	SELL	$101.59 - $103.8 $14,425 - $14,739	-142 Reduced 4.98%	2,709 $278,000
Q2 2019 Aug 08, 2019	BUY	N/A	12 Added 0.42%	2,851 $288,000
Q1 2019 May 16, 2019	BUY	N/A	1,101 Added 63.35%	2,839 $282,000
Q4 2018 Feb 15, 2019	BUY	N/A	1,738 New	1,738 $156,000

Others Institutions Holding SDY

# of Institutions

1,264

Shares Held

67.6M

Call Options Held

51K

Put Options Held

46.5K

About SPDR SERIES TR SPDR S&P DIVIDE

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