Buckingham Strategic Wealth, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Buckingham Strategic Wealth, LLC

$8.98 Billion
Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 13,877 shares of SDY stock, worth $1.94 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

13,877

Previous 15,407 9.93%

Holding current value

$1.94 Million

Previous $2.02 Million 12.76%

% of portfolio

0.02%

Previous 0.02%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$124.6 - $132.46 $190,638 - $202,663	-1,530 Reduced 9.93%	13,877 $1.76 Million
Q1 2024 May 09, 2024	BUY	$122.28 - $131.24 $28,980 - $31,103	237 Added 1.56%	15,407 $2.02 Million
Q4 2023 Feb 14, 2024	SELL	$110.2 - $125.58 $64,356 - $73,338	-584 Reduced 3.71%	15,170 $1.9 Million
Q3 2023 Nov 13, 2023	SELL	$115.01 - $127.58 $50,604 - $56,135	-440 Reduced 2.72%	15,754 $1.81 Million
Q2 2023 Aug 11, 2023	BUY	$117.3 - $124.97 $116,244 - $123,845	991 Added 6.52%	16,194 $1.99 Million
Q4 2022 Feb 13, 2023	SELL	$112.65 - $131.57 $150,951 - $176,303	-1,340 Reduced 8.1%	15,203 $1.9 Million
Q3 2022 Nov 07, 2022	SELL	$111.5 - $132.34 $35,122 - $41,687	-315 Reduced 1.87%	16,543 $1.85 Million
Q2 2022 Aug 12, 2022	BUY	$114.07 - $132.3 $14,030 - $16,272	123 Added 0.73%	16,858 $2 Million
Q1 2022 May 10, 2022	BUY	$121.65 - $130.75 $77,491 - $83,287	637 Added 3.96%	16,735 $2.14 Million
Q4 2021 Feb 09, 2022	SELL	$118.81 - $129.12 $78,414 - $85,219	-660 Reduced 3.94%	16,098 $2.08 Million
Q3 2021 Nov 10, 2021	SELL	$117.12 - $125.76 $336,251 - $361,056	-2,871 Reduced 14.63%	16,758 $1.97 Million
Q2 2021 Aug 06, 2021	SELL	$118.74 - $127.47 $3,087 - $3,314	-26 Reduced 0.13%	19,629 $2.4 Million
Q1 2021 Apr 30, 2021	SELL	$104.47 - $119.79 $8,775 - $10,062	-84 Reduced 0.43%	19,655 $2.32 Million
Q4 2020 Feb 16, 2021	BUY	$91.76 - $107.36 $164,342 - $192,281	1,791 Added 9.98%	19,739 $2.09 Million
Q3 2020 Nov 12, 2020	SELL	$88.24 - $98.33 $311,751 - $347,399	-3,533 Reduced 16.45%	17,948 $1.66 Million
Q2 2020 Aug 03, 2020	BUY	$76.15 - $100.68 $281,145 - $371,710	3,692 Added 20.75%	21,481 $1.96 Million
Q1 2020 May 07, 2020	SELL	$68.26 - $108.76 $66,690 - $106,258	-977 Reduced 5.21%	17,789 $1.42 Million
Q4 2019 Feb 04, 2020	BUY	$98.73 - $107.77 $291,944 - $318,675	2,957 Added 18.7%	18,766 $2.02 Million
Q3 2019 Nov 12, 2019	SELL	$101.59 - $103.8 $324,173 - $331,225	-3,191 Reduced 16.79%	15,809 $1.62 Million
Q2 2019 Aug 05, 2019	BUY	N/A	1,037 Added 5.77%	19,000 $1.92 Million
Q1 2019 May 02, 2019	BUY	N/A	71 Added 0.4%	17,963 $1.79 Million
Q4 2018 Feb 11, 2019	SELL	N/A	-2,762 Reduced 13.37%	17,892 $1.6 Million
Q3 2018 Nov 02, 2018	SELL	N/A	-5,079 Reduced 19.74%	20,654 $2.02 Million
Q2 2018 Aug 13, 2018	SELL	N/A	-4,205 Reduced 14.05%	25,733 $2.39 Million
Q1 2018 May 14, 2018	SELL	N/A	-2,630 Reduced 8.08%	29,938 $2.73 Million
Q4 2017 Feb 12, 2018	SELL	N/A	-2,441 Reduced 6.97%	32,568 $3.08 Million
Q3 2017 Nov 08, 2017	BUY	N/A	35,009	35,009 $3.2 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

Ticker SDY
Sector ETFs
Industry ETFs

More about SDY

Track This Portfolio

Portfolio Update

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

News

Stay updated on Buckingham Strategic Wealth, LLC with notifications on news.

Account

Buckingham Strategic Wealth, LLC Spdr Series Tr Spdr S&P Divide Transaction History