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

Atlas Private Wealth Management

  • $227 Million
  • Q1 2024

A detailed history of Atlas Private Wealth Management transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Atlas Private Wealth Management holds 1,701 shares of SDY stock, worth $228,138. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,701
Previous 1,701 -0.0%
Holding current value
$228,138
Previous $212,000 5.19%
% of portfolio
0.1%
Previous 0.1%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 19, 2024
SELL
$110.2 - $125.58 $27,770 - $31,646
-252 Reduced 12.9%
1,701 $212,000
Q3 2023

Oct 23, 2023
SELL
$115.01 - $127.58 $13,226 - $14,671
-115 Reduced 5.56%
1,953 $224,000
Q2 2023

Jul 13, 2023
BUY
$117.3 - $124.97 $13,489 - $14,371
115 Added 5.89%
2,068 $253,000
Q1 2023

Apr 26, 2023
BUY
$117.74 - $132.18 $29,670 - $33,309
252 Added 14.81%
1,953 $241,000
Q4 2022

Jan 18, 2023
BUY
$112.65 - $131.57 $191,617 - $223,800
1,701 New
1,701 $0
Q4 2021

Feb 07, 2022
BUY
$118.81 - $129.12 $202,095 - $219,633
1,701 New
1,701 $220,000
Q3 2021

Oct 25, 2021
SELL
$117.12 - $125.76 $199,221 - $213,917
-1,701 Closed
0 $0
Q2 2021

Aug 05, 2021
SELL
$118.74 - $127.47 $7,718 - $8,285
-65 Reduced 3.68%
1,701 $208,000
Q1 2021

Apr 26, 2021
SELL
$104.47 - $119.79 $6,790 - $7,786
-65 Reduced 3.55%
1,766 $208,000
Q4 2020

Jan 27, 2021
SELL
$91.76 - $107.36 $20,278 - $23,726
-221 Reduced 10.77%
1,831 $194,000
Q3 2020

Nov 05, 2020
SELL
$88.24 - $98.33 $1,941 - $2,163
-22 Reduced 1.06%
2,052 $190,000
Q2 2020

Aug 04, 2020
SELL
$76.15 - $100.68 $51,096 - $67,556
-671 Reduced 24.44%
2,074 $189,000
Q1 2020

May 12, 2020
SELL
$68.26 - $108.76 $341 - $543
-5 Reduced 0.18%
2,745 $0
Q4 2019

Feb 11, 2020
BUY
$98.73 - $107.77 $271,507 - $296,367
2,750 New
2,750 $296,000

Others Institutions Holding SDY

# of Institutions
1,321
Shares Held
71.4M
Call Options Held
48.3K
Put Options Held
39.7K
View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

SDY Quotes by TradingView
  • Ticker SDY
  • Sector ETFs
  • Industry ETFs
More about SDY
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