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

Benchmark Wealth Management, LLC

  • $183 Million
  • Q1 2024

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 $718,653. This represents 0.41% of its overall portfolio holdings.

Number of Shares
5,686
Previous 5,686 -0.0%
Holding current value
$718,653
Previous $710,000 5.07%
% of portfolio
0.41%
Previous 0.42%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$121.48 - $131.57 $91,110 - $98,677
750 Added 14.06%
6,086 $761,000
Q2 2022

Jul 11, 2022
SELL
N/A
-899 Reduced 14.42%
5,336 $633,000
Q3 2021

Oct 12, 2021
SELL
N/A
-194 Reduced 3.02%
6,235 $733,000
Q2 2021

Jul 14, 2021
SELL
N/A
-288 Reduced 4.29%
6,429 $786,000
Q4 2019

Jan 28, 2020
BUY
N/A
6,717 New
6,717 $723,000

Others Institutions Holding SDY

# of Institutions
1,196
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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