Atlas Private Wealth Advisors Spdr Series Tr Spdr S&P Divide Transaction History

Atlas Private Wealth Advisors

$680 Million
Q3 2024

A detailed history of Atlas Private Wealth Advisors transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Atlas Private Wealth Advisors holds 3,438 shares of SDY stock, worth $456,153. This represents 0.07% of its overall portfolio holdings.

Number of Shares

3,438

Previous 5,002 31.27%

Holding current value

$456,153

Previous $636,000 23.27%

% of portfolio

0.07%

Previous 0.1%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	SELL	$125.95 - $142.04 $196,985 - $222,150	-1,564 Reduced 31.27%	3,438 $488,000
Q2 2024 Jul 12, 2024	BUY	$124.6 - $132.46 $145,657 - $154,845	1,169 Added 30.5%	5,002 $636,000
Q1 2024 May 03, 2024	SELL	$122.28 - $131.24 $629,375 - $675,492	-5,147 Reduced 57.32%	3,833 $503,000
Q4 2023 Jan 10, 2024	BUY	$110.2 - $125.58 $64,797 - $73,841	588 Added 7.01%	8,980 $1.12 Million
Q3 2023 Oct 10, 2023	BUY	$115.01 - $127.58 $85,567 - $94,919	744 Added 9.73%	8,392 $965,000
Q2 2023 Aug 04, 2023	BUY	$117.3 - $124.97 $581,338 - $619,351	4,956 Added 184.1%	7,648 $937,000
Q1 2023 Apr 12, 2023	BUY	$117.74 - $132.18 $121,272 - $136,145	1,030 Added 61.97%	2,692 $333,000
Q4 2022 Feb 14, 2023	BUY	$112.65 - $131.57 $187,224 - $218,669	1,662 New	1,662 $207,000
Q3 2022 Nov 14, 2022	SELL	$111.5 - $132.34 $189,550 - $224,978	-1,700 Closed	0 $0
Q2 2022 Aug 15, 2022	BUY	$114.07 - $132.3 $2,281 - $2,646	20 Added 1.19%	1,700 $202,000
Q1 2022 Apr 26, 2022	SELL	$121.65 - $130.75 $104,619 - $112,445	-860 Reduced 33.86%	1,680 $215,000
Q4 2021 Apr 21, 2022	SELL	$118.81 - $129.12 $57,622 - $62,623	-485 Reduced 16.03%	2,540 $328,000
Q3 2021 Oct 26, 2021	SELL	$117.12 - $125.76 $115,480 - $123,999	-986 Reduced 24.58%	3,025 $356,000
Q2 2021 Aug 02, 2021	SELL	$118.74 - $127.47 $32,653 - $35,054	-275 Reduced 6.42%	4,011 $490,000
Q1 2021 Apr 28, 2021	BUY	$104.47 - $119.79 $2,298 - $2,635	22 Added 0.52%	4,286 $506,000
Q4 2020 Jan 29, 2021	SELL	$91.76 - $107.36 $28,445 - $33,281	-310 Reduced 6.78%	4,264 $452,000
Q3 2020 Oct 27, 2020	SELL	$88.24 - $98.33 $16,324 - $18,191	-185 Reduced 3.89%	4,574 $423,000
Q2 2020 Aug 14, 2020	BUY	$76.15 - $100.68 $362,397 - $479,136	4,759 New	4,759 $434,000

Others Institutions Holding SDY

# of Institutions

1,264

Shares Held

68.8M

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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Atlas Private Wealth Advisors Spdr Series Tr Spdr S&P Divide Transaction History