York Bridge Wealth Partners, LLC Spdr Series Tr Spdr S&P Divide Transaction History

York Bridge Wealth Partners, LLC

  • $394 Million
  • Q4 2022

A detailed history of York Bridge Wealth Partners, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 21,689 shares of SDY stock, worth $2.96 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
21,689
Previous 19,252 12.66%
Holding current value
$2.96 Million
Previous $2.15 Million 26.36%
% of portfolio
0.69%
Previous 0.55%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 26, 2023
BUY
$112.65 - $131.57 $274,528 - $320,636
2,437 Added 12.66%
21,689 $0
Q3 2022

Oct 18, 2022
BUY
$111.5 - $132.34 $1,784 - $2,117
16 Added 0.08%
19,252 $2.15 Million
Q2 2022

Jul 15, 2022
BUY
$114.07 - $132.3 $103,461 - $119,996
907 Added 4.95%
19,236 $2.28 Million
Q1 2022

Apr 15, 2022
BUY
$121.65 - $130.75 $37,103 - $39,878
305 Added 1.69%
18,329 $2.35 Million
Q4 2021

Jan 19, 2022
BUY
$118.81 - $129.12 $2,257 - $2,453
19 Added 0.11%
18,024 $2.33 Million
Q3 2021

Oct 22, 2021
BUY
$117.12 - $125.76 $1,873 - $2,012
16 Added 0.09%
18,005 $2.12 Million
Q2 2021

Jul 22, 2021
SELL
$118.74 - $127.47 $1,187 - $1,274
-10 Reduced 0.06%
17,989 $2.2 Million
Q1 2021

Apr 15, 2021
BUY
$104.47 - $119.79 $70,935 - $81,337
679 Added 3.92%
17,999 $2.12 Million
Q4 2020

Jan 19, 2021
BUY
$91.76 - $107.36 $2,202 - $2,576
24 Added 0.14%
17,320 $1.84 Million
Q3 2020

Oct 19, 2020
BUY
$88.24 - $98.33 $3,000 - $3,343
34 Added 0.2%
17,296 $1.6 Million
Q2 2020

Jul 20, 2020
SELL
$76.15 - $100.68 $40,816 - $53,964
-536 Reduced 3.01%
17,262 $1.57 Million
Q1 2020

Apr 16, 2020
SELL
$68.26 - $108.76 $13,447 - $21,425
-197 Reduced 1.09%
17,798 $1.42 Million
Q4 2019

Jan 17, 2020
BUY
$98.73 - $107.77 $13,032 - $14,225
132 Added 0.74%
17,995 $1.94 Million
Q3 2019

Oct 21, 2019
BUY
$101.59 - $103.8 $47,137 - $48,163
464 Added 2.67%
17,863 $1.83 Million
Q2 2019

Jul 18, 2019
BUY
N/A
14 Added 0.08%
17,399 $1.76 Million
Q1 2019

May 09, 2019
SELL
N/A
-109 Reduced 0.62%
17,385 $1.73 Million
Q4 2018

Feb 14, 2019
BUY
N/A
12 Added 0.07%
17,494 $1.57 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-477 Reduced 2.66%
17,482 $1.71 Million
Q2 2018

Aug 10, 2018
BUY
N/A
15 Added 0.08%
17,959 $1.67 Million
Q1 2018

May 15, 2018
BUY
N/A
433 Added 2.47%
17,944 $1.64 Million
Q4 2017

Feb 12, 2018
SELL
N/A
-2,366 Reduced 11.9%
17,511 $1.59 Million
Q3 2017

Oct 27, 2017
SELL
N/A
-738 Reduced 3.58%
19,877 $1.82 Million
Q2 2017

Aug 14, 2017
BUY
N/A
20,615
20,615 $1.85 Million

Others Institutions Holding SDY

# of Institutions
1,312
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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