Atticus Wealth Management, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Atticus Wealth Management, LLC

$285 Million
Q3 2024

A detailed history of Atticus Wealth Management, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 5,185 shares of SDY stock, worth $733,936. This represents 0.26% of its overall portfolio holdings.

Number of Shares

5,185

Previous 5,156 0.56%

Holding current value

$733,936

Previous $655,000 12.37%

% of portfolio

0.26%

Previous 0.25%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$125.95 - $142.04 $3,652 - $4,119	29 Added 0.56%	5,185 $736,000
Q2 2024 Jul 17, 2024	SELL	$124.6 - $132.46 $477,965 - $508,116	-3,836 Reduced 42.66%	5,156 $655,000
Q1 2024 Apr 17, 2024	BUY	$122.28 - $131.24 $3,546 - $3,805	29 Added 0.32%	8,992 $1.18 Million
Q4 2023 Jan 17, 2024	BUY	$110.2 - $125.58 $4,518 - $5,148	41 Added 0.46%	8,963 $1.12 Million
Q3 2023 Nov 15, 2023	SELL	$115.01 - $127.58 $26,912 - $29,853	-234 Reduced 2.56%	8,922 $1.03 Million
Q2 2023 Jul 20, 2023	BUY	$117.3 - $124.97 $4,222 - $4,498	36 Added 0.39%	9,156 $1.12 Million
Q1 2023 Apr 17, 2023	BUY	$117.74 - $132.18 $3,767 - $4,229	32 Added 0.35%	9,120 $1.13 Million
Q4 2022 Jan 31, 2023	BUY	$112.65 - $131.57 $4,280 - $4,999	38 Added 0.42%	9,088 $1.14 Million
Q1 2022 Apr 15, 2022	SELL	$121.65 - $130.75 $18,247 - $19,612	-150 Reduced 1.63%	9,050 $1.16 Million
Q3 2021 Oct 18, 2021	SELL	$117.12 - $125.76 $23,424 - $25,152	-200 Reduced 2.13%	9,200 $1.08 Million
Q1 2021 Apr 15, 2021	SELL	$104.47 - $119.79 $39,698 - $45,520	-380 Reduced 3.89%	9,400 $1.11 Million
Q4 2020 Jan 20, 2021	SELL	$91.76 - $107.36 $47,715 - $55,827	-520 Reduced 5.05%	9,780 $1.04 Million
Q3 2020 Oct 21, 2020	SELL	$88.24 - $98.33 $26,648 - $29,695	-302 Reduced 2.85%	10,300 $952,000
Q2 2020 Jul 15, 2020	SELL	$76.15 - $100.68 $186,872 - $247,068	-2,454 Reduced 18.8%	10,602 $967,000
Q1 2020 Apr 23, 2020	SELL	$68.26 - $108.76 $113,857 - $181,411	-1,668 Reduced 11.33%	13,056 $1.04 Million
Q4 2019 Feb 03, 2020	BUY	$98.73 - $107.77 $1.45 Million - $1.59 Million	14,724 New	14,724 $1.58 Million

Others Institutions Holding SDY

# of Institutions

1,251

Shares Held

69.7M

Call Options Held

43.4K

Put Options Held

18.7K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
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Atticus Wealth Management, LLC Spdr Series Tr Spdr S&P Divide Transaction History