Appleton Partners Inc Spdr Series Tr Spdr S&P Divide Transaction History

Appleton Partners Inc

  • $1.3 Billion
  • Q2 2024

A detailed history of Appleton Partners Inc transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Appleton Partners Inc holds 5,305 shares of SDY stock, worth $710,498. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,305
Previous 5,642 5.97%
Holding current value
$710,498
Previous $740,000 8.78%
% of portfolio
0.05%
Previous 0.06%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 02, 2024
SELL
$124.6 - $132.46 $41,990 - $44,639
-337 Reduced 5.97%
5,305 $675,000
Q1 2024

Apr 01, 2024
SELL
$122.28 - $131.24 $13,206 - $14,173
-108 Reduced 1.88%
5,642 $740,000
Q3 2023

Oct 03, 2023
SELL
$115.01 - $127.58 $38,873 - $43,122
-338 Reduced 5.55%
5,750 $661,000
Q1 2023

Apr 10, 2023
SELL
$117.74 - $132.18 $26,491 - $29,740
-225 Reduced 3.56%
6,088 $753,000
Q4 2022

Jan 19, 2023
BUY
$121.48 - $131.57 $42,275 - $45,786
348 Added 5.83%
6,313 $790,000
Q2 2022

Jul 08, 2022
SELL
N/A
-1,058 Reduced 15.06%
5,965 $708,000
Q1 2022

Apr 05, 2022
SELL
N/A
-20 Reduced 0.28%
7,023 $900,000
Q4 2021

Feb 03, 2022
BUY
N/A
1,182 Added 20.17%
7,043 $909,000
Q3 2021

Oct 14, 2021
BUY
N/A
40 Added 0.69%
5,861 $689,000
Q2 2021

Jul 07, 2021
SELL
N/A
-185 Reduced 3.08%
5,821 $712,000
Q1 2021

Apr 19, 2021
SELL
N/A
-20 Reduced 0.33%
6,006 $709,000
Q4 2020

Jan 19, 2021
SELL
N/A
-25 Reduced 0.41%
6,026 $638,000
Q3 2020

Oct 14, 2020
BUY
N/A
100 Added 1.68%
6,051 $559,000
Q1 2020

May 04, 2020
SELL
N/A
-20 Reduced 0.33%
5,951 $475,000
Q4 2019

Jan 13, 2020
SELL
N/A
-480 Reduced 7.44%
5,971 $642,000
Q3 2019

Nov 04, 2019
SELL
N/A
-289 Reduced 4.29%
6,451 $662,000
Q2 2019

Jul 25, 2019
BUY
N/A
54 Added 0.81%
6,740 $680,000
Q1 2019

Apr 17, 2019
SELL
N/A
-110 Reduced 1.62%
6,686 $665,000
Q4 2018

Jan 17, 2019
SELL
N/A
-140 Reduced 2.02%
6,796 $608,000
Q3 2018

Oct 09, 2018
BUY
N/A
243 Added 3.63%
6,936 $679,000
Q2 2018

Aug 08, 2018
BUY
N/A
325 Added 5.1%
6,693 $620,000
Q1 2018

Apr 11, 2018
SELL
N/A
-65 Reduced 1.01%
6,368 $581,000
Q4 2017

Jan 12, 2018
SELL
N/A
-200 Reduced 3.02%
6,433 $608,000
Q3 2017

Oct 12, 2017
BUY
N/A
6,633
6,633 $606,000

Others Institutions Holding SDY

# of Institutions
1,191
Shares Held
69.8M
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
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More about SDY
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