Adviser Investments LLC Spdr Series Tr Spdr S&P Divide Transaction History

Adviser Investments LLC

  • $8.03 Billion
  • Q4 2024

A detailed history of Adviser Investments LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Adviser Investments LLC holds 7,894 shares of SDY stock, worth $1.06 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,894
Previous 7,894 -0.0%
Holding current value
$1.06 Million
Previous $1.12 Million 7.05%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 08, 2024
BUY
$125.95 - $142.04 $3,148 - $3,551
25 Added 0.32%
7,894 $1.12 Million
Q2 2024

Aug 12, 2024
SELL
$124.6 - $132.46 $7,974 - $8,477
-64 Reduced 0.81%
7,869 $1 Million
Q1 2024

Apr 29, 2024
SELL
$122.28 - $131.24 $5,258 - $5,643
-43 Reduced 0.54%
7,933 $1.04 Million
Q4 2023

Feb 01, 2024
BUY
$110.2 - $125.58 $544,498 - $620,490
4,941 Added 162.8%
7,976 $996,000
Q3 2023

Oct 11, 2023
BUY
$115.01 - $127.58 $13,916 - $15,437
121 Added 4.15%
3,035 $349,000
Q2 2023

Aug 04, 2023
BUY
$117.3 - $124.97 $76,245 - $81,230
650 Added 28.71%
2,914 $357,000
Q4 2022

Jan 19, 2023
SELL
$112.65 - $131.57 $17,798 - $20,788
-158 Reduced 6.52%
2,264 $0
Q1 2021

May 05, 2021
BUY
$104.47 - $119.79 $45,862 - $52,587
439 Added 22.14%
2,422 $286,000
Q4 2020

Jan 26, 2021
BUY
$91.76 - $107.36 $181,960 - $212,894
1,983 New
1,983 $210,000
Q1 2020

Apr 08, 2020
SELL
$68.26 - $108.76 $669,016 - $1.07 Million
-9,801 Closed
0 $0
Q4 2019

Feb 07, 2020
SELL
$98.73 - $107.77 $17,179 - $18,751
-174 Reduced 1.74%
9,801 $1.05 Million
Q3 2019

Nov 13, 2019
SELL
$101.59 - $103.8 $11,479 - $11,729
-113 Reduced 1.12%
9,975 $1.02 Million
Q2 2019

Aug 12, 2019
SELL
N/A
-259 Reduced 2.5%
10,088 $1.02 Million
Q1 2019

May 07, 2019
BUY
N/A
158 Added 1.55%
10,347 $1.03 Million
Q4 2018

Jan 25, 2019
SELL
N/A
-102 Reduced 0.99%
10,189 $912,000
Q2 2018

Aug 02, 2018
BUY
N/A
505 Added 5.16%
10,291 $954,000
Q1 2018

May 14, 2018
BUY
N/A
4 Added 0.04%
9,786 $892,000
Q4 2017

Feb 12, 2018
BUY
N/A
20 Added 0.2%
9,782 $924,000
Q3 2017

Oct 23, 2017
SELL
N/A
-108 Reduced 1.09%
9,762 $892,000
Q2 2017

Aug 14, 2017
BUY
N/A
9,870
9,870 $877,000

Others Institutions Holding SDY

# of Institutions
1,310
Shares Held
73.3M
Call Options Held
40.3K
Put Options Held
35.3K
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 Adviser Investments LLC Portfolio

Follow Adviser Investments 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 Adviser Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Adviser Investments LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email