Avidian Wealth Solutions, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Avidian Wealth Solutions, LLC

  • $1.98 Billion
  • Q1 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 1,538 shares of SDY stock, worth $194,557. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,538
Holding current value
$194,557
% of portfolio
0.01%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
BUY
$122.28 - $131.24 $188,066 - $201,847
1,538 New
1,538 $201,000
Q1 2023

May 08, 2023
BUY
$117.74 - $132.18 $117 - $132
1 Added 0.06%
1,748 $216,000
Q4 2022

Feb 06, 2023
BUY
$121.48 - $131.57 $212,225 - $229,852
1,747 New
1,747 $218,000
Q2 2022

Jul 29, 2022
BUY
N/A
1 Added 0.06%
1,719 $204,000
Q1 2022

May 10, 2022
BUY
N/A
2 Added 0.12%
1,718 $220,000
Q4 2021

Feb 14, 2022
BUY
N/A
2 Added 0.12%
1,716 $222,000
Q3 2021

Nov 10, 2021
BUY
N/A
1 Added 0.06%
1,714 $202,000
Q2 2021

Aug 09, 2021
BUY
N/A
2 Added 0.12%
1,713 $209,000
Q1 2021

May 05, 2021
BUY
N/A
1,711 New
1,711 $202,000
Q3 2020

Nov 06, 2020
SELL
N/A
-2,847 Closed
0 $0
Q2 2020

Aug 10, 2020
SELL
N/A
-770 Reduced 21.29%
2,847 $260,000
Q1 2020

Apr 22, 2020
SELL
N/A
-614 Reduced 14.51%
3,617 $289,000
Q4 2019

Feb 13, 2020
BUY
N/A
220 Added 5.48%
4,231 $455,000
Q3 2019

Nov 14, 2019
SELL
N/A
-1,106 Reduced 21.61%
4,011 $412,000
Q2 2019

Aug 14, 2019
BUY
N/A
166 Added 3.35%
5,117 $516,000
Q1 2019

May 15, 2019
BUY
N/A
1,991 Added 67.26%
4,951 $492,000
Q4 2018

Feb 14, 2019
SELL
N/A
-19 Reduced 0.64%
2,960 $265,000
Q3 2018

Nov 14, 2018
SELL
N/A
-4 Reduced 0.13%
2,979 $292,000
Q2 2018

Aug 14, 2018
SELL
N/A
-36 Reduced 1.19%
2,983 $276,000
Q1 2018

May 15, 2018
SELL
N/A
-341 Reduced 10.15%
3,019 $275,000
Q4 2017

Feb 14, 2018
SELL
N/A
-470 Reduced 12.27%
3,360 $318,000
Q3 2017

Nov 14, 2017
SELL
N/A
-2,009 Reduced 34.41%
3,830 $350,000
Q2 2017

Aug 14, 2017
BUY
N/A
5,839
5,839 $519,000

Others Institutions Holding SDY

# of Institutions
1,197
Shares Held
70.3M
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
  • Sector ETFs
  • Industry ETFs
More about SDY
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