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

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 1,502 shares of SDY stock, worth $213,749. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,502
Holding current value
$213,749
% of portfolio
0.04%

Shares

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

Oct 28, 2024
BUY
$125.95 - $142.04 $189,176 - $213,344
1,502 New
1,502 $213 Million
Q3 2021

Sep 10, 2024
SELL
$117.12 - $125.76 $273,592 - $293,775
-2,336 Closed
0 $0
Q2 2021

Sep 10, 2024
BUY
$118.74 - $127.47 $277,376 - $297,769
2,336 New
2,336 $286 Million
Q2 2020

Sep 10, 2024
SELL
$76.15 - $100.68 $195,705 - $258,747
-2,570 Closed
0 $0
Q1 2020

Sep 10, 2024
SELL
$68.26 - $108.76 $71,946 - $114,633
-1,054 Reduced 29.08%
2,570 $205 Million
Q4 2019

Sep 09, 2024
BUY
$98.73 - $107.77 $357,797 - $390,558
3,624 New
3,624 $390 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
Track This Portfolio

Track Summit Wealth Partners, LLC Portfolio

Follow Summit Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email