Brio Consultants, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Brio Consultants, LLC

  • $624 Million
  • Q3 2024

A detailed history of Brio Consultants, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Brio Consultants, LLC holds 1,521 shares of SDY stock, worth $214,400. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,521
Holding current value
$214,400
% of portfolio
0.03%

Shares

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

Oct 18, 2024
BUY
$125.95 - $142.04 $191,569 - $216,042
1,521 New
1,521 $216,000
Q4 2023

Feb 02, 2024
SELL
$110.2 - $125.58 $10,909 - $12,432
-99 Reduced 4.84%
1,947 $243,000
Q3 2023

Oct 27, 2023
BUY
$115.01 - $127.58 $1,610 - $1,786
14 Added 0.69%
2,046 $235,000
Q2 2023

Aug 09, 2023
BUY
$117.3 - $124.97 $1,524 - $1,624
13 Added 0.64%
2,032 $249,000
Q1 2023

May 04, 2023
BUY
$117.74 - $132.18 $1,412 - $1,586
12 Added 0.6%
2,019 $249,000
Q4 2022

Feb 07, 2023
BUY
$112.65 - $131.57 $1,577 - $1,841
14 Added 0.7%
2,007 $251,000
Q3 2022

Oct 25, 2022
SELL
$111.5 - $132.34 $1,561 - $1,852
-14 Reduced 0.7%
1,993 $235,000
Q2 2022

Jul 14, 2022
BUY
$114.07 - $132.3 $228,938 - $265,526
2,007 New
2,007 $238,000

Others Institutions Holding SDY

# of Institutions
1,246
Shares Held
69.8M
Call Options Held
43.4K
Put Options Held
18.7K
View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

SDY Quotes by TradingView
  • Ticker SDY
  • Sector ETFs
  • Industry ETFs
More about SDY
Track This Portfolio

Track Brio Consultants, LLC Portfolio

Follow Brio Consultants, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Brio Consultants, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brio Consultants, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email