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

Wealthspire Advisors, LLC

$9.71 Billion
Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 59,738 shares of SDY stock, worth $7.98 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

59,738

Previous 52,618 13.53%

Holding current value

$7.98 Million

Previous $6.69 Million 26.81%

% of portfolio

0.09%

Previous 0.09%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$125.95 - $142.04 $896,764 - $1.01 Million	7,120 Added 13.53%	59,738 $8.49 Million
Q2 2024 Aug 08, 2024	SELL	$124.6 - $132.46 $307,139 - $326,513	-2,465 Reduced 4.48%	52,618 $6.69 Million
Q1 2024 May 06, 2024	SELL	$122.28 - $131.24 $539,132 - $578,637	-4,409 Reduced 7.41%	55,083 $7.23 Million
Q4 2023 Feb 06, 2024	SELL	$110.2 - $125.58 $7.26 Million - $8.27 Million	-65,889 Reduced 52.55%	59,492 $7.43 Million
Q3 2023 Nov 06, 2023	SELL	$115.01 - $127.58 $714,097 - $792,144	-6,209 Reduced 4.72%	125,381 $14.4 Million
Q2 2023 Jul 31, 2023	SELL	$117.3 - $124.97 $1.89 Million - $2.01 Million	-16,115 Reduced 10.91%	131,590 $16.1 Million
Q1 2023 May 09, 2023	BUY	$117.74 - $132.18 $864,918 - $970,994	7,346 Added 5.23%	147,705 $18.3 Million
Q4 2022 Feb 13, 2023	SELL	$112.65 - $131.57 $262,249 - $306,294	-2,328 Reduced 1.63%	140,359 $17.6 Million
Q3 2022 Nov 14, 2022	BUY	$111.5 - $132.34 $275,405 - $326,879	2,470 Added 1.76%	142,687 $15.9 Million
Q2 2022 Aug 09, 2022	SELL	$114.07 - $132.3 $816,170 - $946,606	-7,155 Reduced 4.86%	140,217 $16.6 Million
Q1 2022 May 09, 2022	SELL	$121.65 - $130.75 $1.76 Million - $1.89 Million	-14,455 Reduced 8.93%	147,372 $18.9 Million
Q4 2021 Feb 14, 2022	SELL	$118.81 - $129.12 $2.22 Million - $2.41 Million	-18,664 Reduced 10.34%	161,827 $20.9 Million
Q3 2021 Nov 15, 2021	SELL	$117.12 - $125.76 $2.59 Million - $2.78 Million	-22,126 Reduced 10.92%	180,491 $21.2 Million
Q2 2021 Aug 13, 2021	BUY	$118.74 - $127.47 $9.46 Million - $10.2 Million	79,687 Added 64.82%	202,617 $24.8 Million
Q1 2021 May 17, 2021	BUY	$104.47 - $119.79 $902,307 - $1.03 Million	8,637 Added 7.56%	122,930 $14.5 Million
Q4 2020 Feb 16, 2021	BUY	$91.76 - $107.36 $5.57 Million - $6.51 Million	60,671 Added 113.15%	114,293 $12.1 Million
Q3 2020 Nov 16, 2020	BUY	$88.24 - $98.33 $789,924 - $880,250	8,952 Added 20.04%	53,622 $4.96 Million
Q2 2020 Aug 14, 2020	SELL	$76.15 - $100.68 $2.36 Million - $3.12 Million	-30,958 Reduced 40.93%	44,670 $4.07 Million
Q1 2020 May 12, 2020	BUY	$68.26 - $108.76 $693,112 - $1.1 Million	10,154 Added 15.51%	75,628 $6.04 Million
Q4 2019 Feb 14, 2020	SELL	$98.73 - $107.77 $52,919 - $57,764	-536 Reduced 0.81%	65,474 $7.04 Million
Q3 2019 Nov 12, 2019	SELL	$101.59 - $103.8 $269,823 - $275,692	-2,656 Reduced 3.87%	66,010 $6.77 Million
Q2 2019 Aug 13, 2019	BUY	N/A	12,066 Added 21.32%	68,666 $6.93 Million
Q1 2019 May 08, 2019	SELL	N/A	-15,567 Reduced 21.57%	56,600 $5.63 Million
Q4 2018 Feb 14, 2019	BUY	N/A	72,167 New	72,167 $6.46 Million

Others Institutions Holding SDY

# of Institutions

1,264

Shares Held

68.8M

Call Options Held

51K

Put Options Held

46.5K

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 Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Account

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