Beverly Hills Private Wealth, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Beverly Hills Private Wealth, LLC

$495 Billion
Q3 2024

A detailed history of Beverly Hills Private Wealth, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 1,771 shares of SDY stock, worth $234,976. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,771

Previous 1,763 0.45%

Holding current value

$234,976

Previous $224 Million 12.17%

% of portfolio

0.05%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$125.95 - $142.04 $1,007 - $1,136	8 Added 0.45%	1,771 $252 Million
Q2 2024 Aug 07, 2024	SELL	$124.6 - $132.46 $747 - $794	-6 Reduced 0.34%	1,763 $224 Million
Q1 2024 May 08, 2024	SELL	$122.28 - $131.24 $97,212 - $104,335	-795 Reduced 31.01%	1,769 $232 Million
Q4 2023 Jan 29, 2024	BUY	$110.2 - $125.58 $1,983 - $2,260	18 Added 0.71%	2,564 $320 Million
Q3 2023 Nov 08, 2023	BUY	$115.01 - $127.58 $1,955 - $2,168	17 Added 0.67%	2,546 $293 Million
Q2 2023 Aug 09, 2023	BUY	$117.3 - $124.97 $586 - $624	5 Added 0.2%	2,529 $315 Million
Q1 2023 May 03, 2023	BUY	$117.74 - $132.18 $80,769 - $90,675	686 Added 37.32%	2,524 $312 Million
Q4 2022 Feb 13, 2023	BUY	$112.65 - $131.57 $207,050 - $241,825	1,838 New	1,838 $230 Million

Others Institutions Holding SDY

# of Institutions

1,264

Shares Held

68.8M

Call Options Held

51K

Put Options Held

46.5K

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About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
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Beverly Hills Private Wealth, LLC Spdr Series Tr Spdr S&P Divide Transaction History