Aj Wealth Strategies, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Aj Wealth Strategies, LLC

  • $2.07 Billion
  • Q2 2023

A detailed history of Aj Wealth Strategies, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 36,688 shares of SDY stock, worth $4.64 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
36,688
Previous 41,103 10.74%
Holding current value
$4.64 Million
Previous $5.08 Million 11.55%
% of portfolio
0.22%
Previous 0.27%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 20, 2023
SELL
$117.3 - $124.97 $517,879 - $551,742
-4,415 Reduced 10.74%
36,688 $4.5 Million
Q1 2023

Apr 28, 2023
SELL
$117.74 - $132.18 $2.43 Million - $2.73 Million
-20,634 Reduced 33.42%
41,103 $5.08 Million
Q4 2022

Jan 25, 2023
BUY
$121.48 - $131.57 $936,610 - $1.01 Million
7,710 Added 14.27%
61,737 $7.72 Million
Q3 2022

Oct 27, 2022
SELL
N/A
-1,311 Reduced 2.37%
54,027 $6.02 Million
Q2 2022

Aug 04, 2022
SELL
N/A
-101,659 Reduced 64.75%
55,338 $6.57 Million
Q1 2022

May 13, 2022
BUY
N/A
171 Added 0.11%
156,997 $20.1 Million
Q4 2021

Jan 26, 2022
BUY
N/A
30,845 Added 24.48%
156,826 $20.2 Million
Q3 2021

Oct 20, 2021
BUY
N/A
78,561 Added 165.67%
125,981 $14.8 Million
Q2 2021

Aug 16, 2021
BUY
N/A
20,927 Added 78.99%
47,420 $5.8 Million
Q1 2021

May 06, 2021
BUY
N/A
17,063 Added 180.94%
26,493 $3.13 Million
Q1 2020

May 15, 2020
BUY
N/A
9,430 New
9,430 $753,000
Q2 2019

Aug 19, 2019
SELL
N/A
-2,343 Closed
0 $0
Q1 2019

May 13, 2019
SELL
N/A
-2,408 Reduced 50.68%
2,343 $233,000
Q4 2018

Feb 14, 2019
SELL
N/A
-2,383 Reduced 33.4%
4,751 $425,000
Q2 2018

Jul 19, 2018
SELL
N/A
-3,223 Reduced 31.12%
7,134 $661,000
Q1 2018

Jul 19, 2018
SELL
N/A
-83 Reduced 0.8%
10,357 $945,000
Q4 2017

Jul 19, 2018
SELL
N/A
-2,456 Reduced 19.04%
10,440 $986,000
Q1 2017

Jul 19, 2018
SELL
N/A
-19,724 Reduced 60.47%
12,896 $1.14 Million
Q4 2016

Jul 19, 2018
BUY
N/A
32,620
32,620 $2.79 Million

Others Institutions Holding SDY

# of Institutions
1,195
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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