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

Adviser Investments LLC

  • $7.95 Billion
  • Q3 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 7,869 0.32%
Holding current value
$1.06 Million
Previous $1 Million 12.1%
% 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
1,281
Shares Held
68.2M
Call Options Held
51K
Put Options Held
46K
View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

SDY Quotes by TradingView
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