Arkadios Wealth Advisors Spdr Series Tr Spdr S&P Divide Transaction History

Arkadios Wealth Advisors

$1.64 Billion
Q3 2024

A detailed history of Arkadios Wealth Advisors transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Arkadios Wealth Advisors holds 17,529 shares of SDY stock, worth $2.45 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

17,529

Previous 16,965 3.32%

Holding current value

$2.45 Million

Previous $2.16 Million 15.39%

% of portfolio

0.15%

Previous 0.15%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$125.95 - $142.04 $71,035 - $80,110	564 Added 3.32%	17,529 $2.49 Million
Q2 2024 Jul 29, 2024	BUY	$124.6 - $132.46 $1.58 Million - $1.68 Million	12,707 Added 298.43%	16,965 $2.16 Million
Q1 2024 Apr 30, 2024	BUY	$122.28 - $131.24 $244 - $262	2 Added 0.05%	4,258 $558,000
Q4 2023 Jan 24, 2024	BUY	$110.2 - $125.58 $110 - $125	1 Added 0.02%	4,256 $531,000
Q3 2023 Oct 13, 2023	BUY	$115.01 - $127.58 $230 - $255	2 Added 0.05%	4,255 $489,000
Q2 2023 Jul 26, 2023	SELL	$117.3 - $124.97 $84,573 - $90,103	-721 Reduced 14.5%	4,253 $521,000
Q1 2023 May 02, 2023	BUY	$117.74 - $132.18 $235 - $264	2 Added 0.04%	4,974 $615,000
Q4 2022 Jan 11, 2023	BUY	$112.65 - $131.57 $67,815 - $79,205	602 Added 13.78%	4,972 $0
Q3 2022 Oct 21, 2022	BUY	$111.5 - $132.34 $77,827 - $92,373	698 Added 19.01%	4,370 $487,000
Q2 2022 Jul 14, 2022	SELL	$114.07 - $132.3 $67,187 - $77,924	-589 Reduced 13.82%	3,672 $436,000
Q1 2022 May 02, 2022	BUY	$121.65 - $130.75 $121 - $130	1 Added 0.02%	4,261 $546,000
Q4 2021 Feb 03, 2022	BUY	$118.81 - $129.12 $449,458 - $488,460	3,783 Added 793.08%	4,260 $550,000
Q3 2021 Oct 19, 2021	SELL	$117.12 - $125.76 $635,258 - $682,122	-5,424 Reduced 91.92%	477 $56,000
Q2 2021 Jul 28, 2021	SELL	$118.74 - $127.47 $15,911 - $17,080	-134 Reduced 2.22%	5,901 $721,000
Q1 2021 Apr 26, 2021	BUY	$104.47 - $119.79 $306,514 - $351,463	2,934 Added 94.61%	6,035 $712,000
Q4 2020 Feb 09, 2021	BUY	$91.76 - $107.36 $248,210 - $290,408	2,705 Added 683.08%	3,101 $328,000
Q3 2020 Nov 10, 2020	BUY	$88.24 - $98.33 $88 - $98	1 Added 0.25%	396 $38.6 Million
Q2 2020 Aug 10, 2020	SELL	$76.15 - $100.68 $5,254 - $6,946	-69 Reduced 14.87%	395 $36.2 Million
Q1 2020 May 14, 2020	BUY	$68.26 - $108.76 $68 - $108	1 Added 0.22%	464 $37.1 Million
Q4 2019 Feb 14, 2020	BUY	$98.73 - $107.77 $45,711 - $49,897	463 New	463 $0

Others Institutions Holding SDY

# of Institutions

1,264

Shares Held

68.7M

Call Options Held

51K

Put Options Held

46.5K

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About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
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Arkadios Wealth Advisors Spdr Series Tr Spdr S&P Divide Transaction History