Brandywine Oak Private Wealth LLC Spdr Series Tr Spdr S&P Divide Transaction History

Brandywine Oak Private Wealth LLC

  • $1.03 Billion
  • Q3 2024

A detailed history of Brandywine Oak Private Wealth LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Brandywine Oak Private Wealth LLC holds 1,851 shares of SDY stock, worth $258,436. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,851
Previous 2,525 26.69%
Holding current value
$258,436
Previous $321,000 18.38%
% of portfolio
0.03%
Previous 0.03%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
SELL
$125.95 - $142.04 $84,890 - $95,734
-674 Reduced 26.69%
1,851 $262,000
Q2 2024

Jul 30, 2024
BUY
$124.6 - $132.46 $3,239 - $3,443
26 Added 1.04%
2,525 $321,000
Q1 2024

May 07, 2024
SELL
$122.28 - $131.24 $10,271 - $11,024
-84 Reduced 3.25%
2,499 $327,000
Q4 2023

Feb 05, 2024
BUY
$110.2 - $125.58 $5,069 - $5,776
46 Added 1.81%
2,583 $322,000
Q3 2023

Nov 14, 2023
BUY
$115.01 - $127.58 $14,146 - $15,692
123 Added 5.1%
2,537 $291,000
Q2 2023

Aug 11, 2023
SELL
$117.3 - $124.97 $11,260 - $11,997
-96 Reduced 3.82%
2,414 $295,000
Q1 2023

May 10, 2023
BUY
$117.74 - $132.18 $8,830 - $9,913
75 Added 3.08%
2,510 $310,000
Q3 2022

Nov 10, 2022
BUY
$111.5 - $132.34 $81,618 - $96,872
732 Added 42.98%
2,435 $271,000
Q2 2022

Jul 22, 2022
BUY
$114.07 - $132.3 $194,261 - $225,306
1,703 New
1,703 $202,000
Q2 2021

Aug 09, 2021
SELL
$118.74 - $127.47 $252,203 - $270,746
-2,124 Closed
0 $0
Q1 2021

May 06, 2021
SELL
$104.47 - $119.79 $8,357 - $9,583
-80 Reduced 3.63%
2,124 $250,000
Q4 2020

Feb 08, 2021
SELL
$91.76 - $107.36 $4,129 - $4,831
-45 Reduced 2.0%
2,204 $233,000
Q3 2020

Oct 16, 2020
SELL
$88.24 - $98.33 $1,411 - $1,573
-16 Reduced 0.71%
2,249 $207,000
Q2 2020

Aug 06, 2020
SELL
$76.15 - $100.68 $72,723 - $96,149
-955 Reduced 29.66%
2,265 $206,000
Q1 2020

May 06, 2020
SELL
$68.26 - $108.76 $920,486 - $1.47 Million
-13,485 Reduced 80.72%
3,220 $226,000
Q4 2019

Jan 28, 2020
BUY
$98.73 - $107.77 $60,027 - $65,524
608 Added 3.78%
16,705 $1.8 Million
Q3 2019

Oct 30, 2019
BUY
$101.59 - $103.8 $109,310 - $111,688
1,076 Added 7.16%
16,097 $1.65 Million
Q2 2019

Jul 22, 2019
BUY
N/A
1,770 Added 13.36%
15,021 $1.52 Million
Q1 2019

May 09, 2019
SELL
N/A
-2,267 Reduced 14.61%
13,251 $1.32 Million
Q4 2018

Feb 14, 2019
BUY
N/A
15,518 New
15,518 $1.56 Million

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
  • Industry ETFs
More about SDY
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