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

Benchmark Wealth Management, LLC

$206 Million
Q1 2025

A detailed history of Benchmark Wealth Management, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Benchmark Wealth Management, LLC holds 5,686 shares of SDY stock, worth $765,904. This represents 0.37% of its overall portfolio holdings.

Number of Shares

5,686

Previous 5,686 -0.0%

Holding current value

$765,904

Previous $751,000 1.6%

% of portfolio

0.37%

Previous 0.37%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 19, 2024	SELL	$110.2 - $125.58 $22,040 - $25,116	-200 Reduced 3.4%	5,686 $710,000
Q3 2023 Oct 16, 2023	SELL	$115.01 - $127.58 $23,002 - $25,516	-200 Reduced 3.29%	5,886 $676,000
Q4 2022 Feb 07, 2023	BUY	$112.65 - $131.57 $84,487 - $98,677	750 Added 14.06%	6,086 $761,000
Q2 2022 Jul 11, 2022	SELL	$114.07 - $132.3 $102,548 - $118,937	-899 Reduced 14.42%	5,336 $633,000
Q3 2021 Oct 12, 2021	SELL	$117.12 - $125.76 $22,721 - $24,397	-194 Reduced 3.02%	6,235 $733,000
Q2 2021 Jul 14, 2021	SELL	$118.74 - $127.47 $34,197 - $36,711	-288 Reduced 4.29%	6,429 $786,000
Q4 2019 Jan 28, 2020	BUY	$98.73 - $107.77 $663,169 - $723,891	6,717 New	6,717 $723,000

Others Institutions Holding SDY

# of Institutions

1,321

Shares Held

71.4M

Call Options Held

48.3K

Put Options Held

39.7K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

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