A detailed history of Altus Wealth Group LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Altus Wealth Group LLC holds 66,715 shares of SDY stock, worth $8.48 Million. This represents 4.44% of its overall portfolio holdings.

Number of Shares
66,715
Previous 75,277 11.37%
Holding current value
$8.48 Million
Previous $9.41 Million 6.93%
% of portfolio
4.44%
Previous 5.24%

Shares

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

May 02, 2024

SELL
$122.28 - $131.24 $1.05 Million - $1.12 Million
-8,562 Reduced 11.37%
66,715 $8.76 Million
Q4 2023

Jan 29, 2024

SELL
$110.2 - $125.58 $183,152 - $208,713
-1,662 Reduced 2.16%
75,277 $9.41 Million
Q3 2023

Nov 13, 2023

BUY
$115.01 - $127.58 $35,308 - $39,167
307 Added 0.4%
76,939 $8.85 Million
Q2 2023

Aug 03, 2023

BUY
$117.3 - $124.97 $139,821 - $148,964
1,192 Added 1.58%
76,632 $9.39 Million
Q1 2023

May 01, 2023

SELL
$117.74 - $132.18 $3,532 - $3,965
-30 Reduced 0.04%
75,440 $9.33 Million
Q4 2022

Jan 18, 2023

BUY
$121.48 - $131.57 $1.91 Million - $2.07 Million
15,706 Added 26.28%
75,470 $0
Q2 2022

Aug 10, 2022

SELL
N/A
-10,541 Reduced 14.99%
59,764 $7.03 Million
Q1 2022

May 09, 2022

SELL
N/A
-6,080 Reduced 7.96%
70,305 $9.01 Million
Q4 2021

Feb 14, 2022

BUY
N/A
16,621 Added 27.81%
76,385 $9.86 Million
Q3 2021

Nov 08, 2021

SELL
N/A
-5,943 Reduced 9.04%
59,764 $7.03 Million
Q2 2021

Aug 12, 2021

BUY
N/A
552 Added 0.85%
65,707 $8.04 Million
Q1 2021

May 14, 2021

BUY
N/A
2,296 Added 3.65%
65,155 $8.16 Million
Q4 2020

Feb 12, 2021

BUY
N/A
62,859 New
62,859 $6.66 Million

Others Institutions Holding SDY

About SPDR SERIES TR SPDR S&P DIVIDE


  • Ticker SDY
  • Sector ETFs
  • Industry ETFs
More about SDY
Track This Portfolio

Track Altus Wealth Group LLC Portfolio

Follow Altus Wealth Group 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 Altus Wealth Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Altus Wealth Group LLC with notifications on news.