Adamsbrown Wealth Consultants LLC Spdr Series Tr Spdr S&P Divide Transaction History

Adamsbrown Wealth Consultants LLC

  • $247 Million
  • Q1 2024

A detailed history of Adamsbrown Wealth Consultants LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Adamsbrown Wealth Consultants LLC holds 9,904 shares of SDY stock, worth $1.25 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
9,904
Previous 79,604 87.56%
Holding current value
$1.25 Million
Previous $9.95 Million 86.94%
% of portfolio
0.53%
Previous 4.34%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
SELL
$122.28 - $131.24 $8.52 Million - $9.15 Million
-69,700 Reduced 87.56%
9,904 $1.3 Million
Q4 2023

Jan 29, 2024
BUY
$110.2 - $125.58 $418,980 - $477,455
3,802 Added 5.02%
79,604 $9.95 Million
Q3 2023

Oct 24, 2023
BUY
$115.01 - $127.58 $516,279 - $572,706
4,489 Added 6.29%
75,802 $8.72 Million
Q2 2023

Jul 12, 2023
BUY
$117.3 - $124.97 $1.2 Million - $1.28 Million
10,238 Added 16.76%
71,313 $8.74 Million
Q1 2023

May 10, 2023
BUY
$117.74 - $132.18 $849,494 - $953,678
7,215 Added 13.4%
61,075 $7.56 Million
Q4 2022

Jan 27, 2023
BUY
$121.48 - $131.57 $879,515 - $952,566
7,240 Added 15.53%
53,860 $0
Q3 2022

Oct 26, 2022
BUY
N/A
1,440 Added 3.19%
46,620 $5.2 Million
Q2 2022

Jul 27, 2022
BUY
N/A
7,989 Added 21.48%
45,180 $5.36 Million
Q1 2022

May 16, 2022
BUY
N/A
5,715 Added 18.16%
37,191 $4.77 Million
Q4 2021

Feb 17, 2022
BUY
N/A
31,476 New
31,476 $4.06 Million

Others Institutions Holding SDY

# of Institutions
1,200
Shares Held
70.3M
Call Options Held
99.8K
Put Options Held
17.5K
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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