Bristlecone Advisors, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Bristlecone Advisors, LLC

  • $1.24 Billion
  • Q3 2024

A detailed history of Bristlecone Advisors, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Bristlecone Advisors, LLC holds 768 shares of SDY stock, worth $109,294. This represents 0.01% of its overall portfolio holdings.

Number of Shares
768
Previous 1,564 50.9%
Holding current value
$109,294
Previous $198,000 44.95%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Oct 24, 2024
SELL
$125.95 - $142.04 $100,256 - $113,063
-796 Reduced 50.9%
768 $109,000
Q2 2024

Jul 25, 2024
BUY
$124.6 - $132.46 $194,874 - $207,167
1,564 New
1,564 $198,000
Q2 2023

Aug 03, 2023
BUY
$117.3 - $124.97 $703 - $749
6 Added 0.38%
1,575 $193,000
Q1 2023

May 11, 2023
BUY
$117.74 - $132.18 $184,734 - $207,390
1,569 New
1,569 $194,000
Q3 2021

Oct 19, 2021
SELL
$117.12 - $125.76 $208,942 - $224,355
-1,784 Closed
0 $0
Q2 2021

Jul 21, 2021
BUY
$118.74 - $127.47 $474 - $509
4 Added 0.22%
1,784 $218,000
Q1 2021

Apr 30, 2021
SELL
$104.47 - $119.79 $30,714 - $35,218
-294 Reduced 14.18%
1,780 $210,000
Q4 2020

Jan 25, 2021
SELL
$91.76 - $107.36 $17,801 - $20,827
-194 Reduced 8.55%
2,074 $220,000
Q3 2020

Oct 20, 2020
BUY
$88.24 - $98.33 $529 - $589
6 Added 0.27%
2,268 $210,000
Q2 2020

Jul 16, 2020
BUY
$76.15 - $100.68 $172,251 - $227,738
2,262 New
2,262 $206,000
Q4 2017

Jan 30, 2018
SELL
N/A
-160 Closed
0 $0
Q3 2017

Oct 20, 2017
BUY
N/A
160
160 $15,000

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
  • Industry ETFs
More about SDY
Track This Portfolio

Track Bristlecone Advisors, LLC Portfolio

Follow Bristlecone Advisors, 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 Bristlecone Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bristlecone Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email