Bernardo Wealth Planning LLC Spdr Series Tr Spdr S&P Divide Transaction History

Bernardo Wealth Planning LLC

  • $412 Million
  • Q3 2024

A detailed history of Bernardo Wealth Planning LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 2,358 shares of SDY stock, worth $335,566. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,358
Previous 2,358 -0.0%
Holding current value
$335,566
Previous $299,000 13.04%
% of portfolio
0.08%
Previous 0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 10, 2024
SELL
$124.6 - $132.46 $2,865 - $3,046
-23 Reduced 0.97%
2,358 $299,000
Q4 2023

Jan 25, 2024
BUY
$110.2 - $125.58 $40,553 - $46,213
368 Added 18.28%
2,381 $297,000
Q3 2023

Oct 30, 2023
BUY
$115.01 - $127.58 $13,456 - $14,926
117 Added 6.17%
2,013 $231,000
Q1 2023

May 05, 2023
BUY
$117.74 - $132.18 $223,235 - $250,613
1,896 New
1,896 $234,000
Q4 2019

Feb 10, 2020
SELL
$98.73 - $107.77 $204,568 - $223,299
-2,072 Closed
0 $0
Q3 2019

Nov 04, 2019
BUY
$101.59 - $103.8 $210,494 - $215,073
2,072 New
2,072 $212,000

Others Institutions Holding SDY

# of Institutions
1,264
Shares Held
68.7M
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
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More about SDY
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