Kapstone Financial Advisors LLC Spdr Series Tr Spdr S&P Divide Transaction History

Kapstone Financial Advisors LLC

  • $165 Billion
  • Q3 2024

A detailed history of Kapstone Financial Advisors LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Kapstone Financial Advisors LLC holds 3,663 shares of SDY stock, worth $511,794. This represents 0.31% of its overall portfolio holdings.

Number of Shares
3,663
Previous 4,063 9.84%
Holding current value
$511,794
Previous $517 Million 0.44%
% of portfolio
0.31%
Previous 0.34%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
SELL
$125.95 - $142.04 $50,380 - $56,816
-400 Reduced 9.84%
3,663 $519 Million
Q4 2023

Feb 05, 2024
BUY
$110.2 - $125.58 $8,816 - $10,046
80 Added 2.01%
4,063 $504 Million
Q2 2023

Aug 08, 2023
SELL
$117.3 - $124.97 $11,730 - $12,497
-100 Reduced 2.45%
3,983 $503 Million
Q4 2022

Feb 15, 2023
BUY
$112.65 - $131.57 $459,949 - $537,200
4,083 New
4,083 $540 Million

Others Institutions Holding SDY

# of Institutions
1,264
Shares Held
68.7M
Call Options Held
51K
Put Options Held
46.5K
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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