A detailed history of Avion Wealth transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Avion Wealth holds 76 shares of SDY stock, worth $10,148. This represents 0.0% of its overall portfolio holdings.

Number of Shares
76
Previous 92 17.39%
Holding current value
$10,148
Previous $11,000 9.09%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

SELL
$125.95 - $142.04 $2,015 - $2,272
-16 Reduced 17.39%
76 $10,000
Q2 2024

Jul 26, 2024

SELL
$124.6 - $132.46 $62,300 - $66,230
-500 Reduced 84.46%
92 $11,000
Q4 2023

Jan 26, 2024

BUY
$110.2 - $125.58 $8,375 - $9,544
76 Added 14.73%
592 $74,000
Q1 2023

May 05, 2023

BUY
$117.74 - $132.18 $1,883 - $2,114
16 Added 3.2%
516 $64,000
Q1 2020

Apr 08, 2020

BUY
$68.26 - $108.76 $34,130 - $54,380
500 New
500 $40,000

Others Institutions Holding SDY

About SPDR SERIES TR SPDR S&P DIVIDE


  • Ticker SDY
  • Sector ETFs
  • Industry ETFs
More about SDY
Track This Portfolio

Track Avion Wealth Portfolio

Follow Avion Wealth and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avion Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Avion Wealth with notifications on news.