Balasa Dinverno & Foltz LLC Spdr Series Tr Spdr S&P Divide Transaction History

Balasa Dinverno & Foltz LLC

  • $1.58 Billion
  • Q3 2022

A detailed history of Balasa Dinverno & Foltz LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Balasa Dinverno & Foltz LLC holds 3,326 shares of SDY stock, worth $471,393. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,326
Previous 3,366 1.19%
Holding current value
$471,393
Previous $400,000 7.25%
% of portfolio
0.02%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Oct 25, 2022
SELL
$111.5 - $132.34 $4,460 - $5,293
-40 Reduced 1.19%
3,326 $371,000
Q1 2021

Apr 29, 2021
SELL
$104.47 - $119.79 $4,596 - $5,270
-44 Reduced 1.29%
3,366 $397,000
Q2 2020

Aug 07, 2020
SELL
$76.15 - $100.68 $259,671 - $343,318
-3,410 Closed
0 $0
Q1 2020

Apr 30, 2020
SELL
$68.26 - $108.76 $39,249 - $62,537
-575 Reduced 14.43%
3,410 $272,000
Q4 2019

Jan 22, 2020
BUY
$98.73 - $107.77 $56,769 - $61,967
575 Added 16.86%
3,985 $429,000
Q3 2017

Oct 18, 2017
BUY
N/A
3,410
3,410 $311,000

Others Institutions Holding SDY

# of Institutions
1,200
Shares Held
68.9M
Call Options Held
43.4K
Put Options Held
18.2K
View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

SDY Quotes by TradingView
  • Ticker SDY
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More about SDY
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