Wetzel Investment Advisors, Inc. Spdr Series Tr Spdr S&P Divide Transaction History

Wetzel Investment Advisors, Inc.

  • $196 Million
  • Q4 2024

A detailed history of Wetzel Investment Advisors, Inc. transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 6,408 shares of SDY stock, worth $874,948. This represents 0.43% of its overall portfolio holdings.

Number of Shares
6,408
Previous 6,688 4.19%
Holding current value
$874,948
Previous $949,000 10.85%
% of portfolio
0.43%
Previous 0.49%

Shares

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

Jan 22, 2025
SELL
$131.66 - $144.0 $36,864 - $40,320
-280 Reduced 4.19%
6,408 $846,000
Q3 2024

Oct 29, 2024
SELL
$125.95 - $142.04 $53,276 - $60,082
-423 Reduced 5.95%
6,688 $949,000
Q2 2024

Aug 07, 2024
BUY
$124.6 - $132.46 $623 - $662
5 Added 0.07%
7,111 $904,000
Q1 2024

Apr 23, 2024
SELL
$122.28 - $131.24 $5,502 - $5,905
-45 Reduced 0.63%
7,106 $932,000
Q4 2023

Jan 31, 2024
BUY
$110.2 - $125.58 $788,040 - $898,022
7,151 New
7,151 $894,000

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

SDY Quotes by TradingView
  • Ticker SDY
  • Sector ETFs
  • Industry ETFs
More about SDY
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