Beese Fulmer Investment Management, Inc. Spdr Series Tr Spdr S&P Divide Transaction History

Beese Fulmer Investment Management, Inc.

  • $1.14 Billion
  • Q3 2024

A detailed history of Beese Fulmer Investment Management, Inc. transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Beese Fulmer Investment Management, Inc. holds 1,795 shares of SDY stock, worth $238,160. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,795
Previous 1,795 -0.0%
Holding current value
$238,160
Previous $228,000 11.4%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Apr 08, 2024
SELL
$122.28 - $131.24 $14,306 - $15,355
-117 Reduced 6.12%
1,795 $235,000
Q4 2023

Jan 09, 2024
BUY
$110.2 - $125.58 $110 - $125
1 Added 0.05%
1,912 $238,000
Q3 2023

Oct 10, 2023
BUY
$115.01 - $127.58 $115 - $127
1 Added 0.05%
1,911 $219,000
Q2 2023

Jul 11, 2023
BUY
$117.3 - $124.97 $117 - $124
1 Added 0.05%
1,910 $234,000
Q1 2023

Apr 11, 2023
BUY
$117.74 - $132.18 $117 - $132
1 Added 0.05%
1,909 $236,000
Q3 2022

Oct 06, 2022
BUY
$111.5 - $132.34 $111 - $132
1 Added 0.05%
1,908 $213,000
Q2 2022

Jul 11, 2022
BUY
$114.07 - $132.3 $114 - $132
1 Added 0.05%
1,907 $226,000
Q1 2022

Apr 12, 2022
SELL
$121.65 - $130.75 $15,206 - $16,343
-125 Reduced 6.15%
1,906 $244,000
Q4 2021

Jan 10, 2022
BUY
$118.81 - $129.12 $118 - $129
1 Added 0.05%
2,031 $262,000
Q3 2021

Oct 08, 2021
BUY
$117.12 - $125.76 $117 - $125
1 Added 0.05%
2,030 $239,000
Q2 2021

Jul 08, 2021
BUY
$118.74 - $127.47 $118 - $127
1 Added 0.05%
2,029 $248,000
Q1 2021

Apr 23, 2021
BUY
$104.47 - $119.79 $9,506 - $10,900
91 Added 4.7%
2,028 $239,000
Q4 2020

Jan 20, 2021
BUY
$91.76 - $107.36 $177,739 - $207,956
1,937 New
1,937 $205,000
Q3 2020

Oct 08, 2020
SELL
$88.24 - $98.33 $170,832 - $190,366
-1,936 Closed
0 $0
Q2 2020

Jul 17, 2020
BUY
$76.15 - $100.68 $147,426 - $194,916
1,936 New
1,936 $177,000
Q1 2020

Apr 09, 2020
SELL
$68.26 - $108.76 $162,800 - $259,392
-2,385 Closed
0 $0
Q4 2019

Feb 05, 2020
BUY
$98.73 - $107.77 $98 - $107
1 Added 0.04%
2,385 $257,000
Q3 2019

Nov 01, 2019
BUY
$101.59 - $103.8 $242,190 - $247,459
2,384 New
2,384 $245,000
Q2 2019

Jul 05, 2019
SELL
N/A
-2,188 Closed
0 $0
Q1 2019

Apr 05, 2019
BUY
N/A
2,188 New
2,188 $218,000
Q4 2018

Jan 25, 2019
SELL
N/A
-2,188 Closed
0 $0
Q2 2018

Jul 20, 2018
BUY
N/A
2,188 New
2,188 $203,000
Q1 2018

Apr 16, 2018
SELL
N/A
-2,188 Closed
0 $0
Q4 2017

Jan 26, 2018
SELL
N/A
-500 Reduced 18.6%
2,188 $207,000
Q3 2017

Oct 17, 2017
BUY
N/A
2,688
2,688 $245,000

Others Institutions Holding SDY

# of Institutions
1,264
Shares Held
68.8M
Call Options Held
51K
Put Options Held
46.5K
View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

SDY Quotes by TradingView
  • Ticker SDY
  • Sector ETFs
  • Industry ETFs
More about SDY
Track This Portfolio

Track Beese Fulmer Investment Management, Inc. Portfolio

Follow Beese Fulmer Investment Management, Inc. 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 Beese Fulmer Investment Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beese Fulmer Investment Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email