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 $5.09 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
36,688
Previous 41,103 10.74%
Holding current value
$5.09 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
$112.65 - $131.57 $868,531 - $1.01 Million
7,710 Added 14.27%
61,737 $7.72 Million
Q3 2022

Oct 27, 2022
SELL
$111.5 - $132.34 $146,176 - $173,497
-1,311 Reduced 2.37%
54,027 $6.02 Million
Q2 2022

Aug 04, 2022
SELL
$114.07 - $132.3 $11.6 Million - $13.4 Million
-101,659 Reduced 64.75%
55,338 $6.57 Million
Q1 2022

May 13, 2022
BUY
$121.65 - $130.75 $20,802 - $22,358
171 Added 0.11%
156,997 $20.1 Million
Q4 2021

Jan 26, 2022
BUY
$118.81 - $129.12 $3.66 Million - $3.98 Million
30,845 Added 24.48%
156,826 $20.2 Million
Q3 2021

Oct 20, 2021
BUY
$117.12 - $125.76 $9.2 Million - $9.88 Million
78,561 Added 165.67%
125,981 $14.8 Million
Q2 2021

Aug 16, 2021
BUY
$118.74 - $127.47 $2.48 Million - $2.67 Million
20,927 Added 78.99%
47,420 $5.8 Million
Q1 2021

May 06, 2021
BUY
$104.47 - $119.79 $1.78 Million - $2.04 Million
17,063 Added 180.94%
26,493 $3.13 Million
Q1 2020

May 15, 2020
BUY
$68.26 - $108.76 $643,691 - $1.03 Million
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
1,314
Shares Held
73.3M
Call Options Held
42.1K
Put Options Held
37.4K
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 Aj Wealth Strategies, LLC Portfolio

Follow Aj Wealth Strategies, 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 Aj Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aj Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email