Capasso Planning Partners LLC Spdr Series Tr Spdr S&P Divide Transaction History

Capasso Planning Partners LLC

  • $236 Million
  • Q4 2024

A detailed history of Capasso Planning Partners LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Capasso Planning Partners LLC holds 2,466 shares of SDY stock, worth $336,707. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,466
Previous 3,420 27.89%
Holding current value
$336,707
Previous $485,000 32.99%
% of portfolio
0.14%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
SELL
$131.66 - $144.0 $125,603 - $137,376
-954 Reduced 27.89%
2,466 $325,000
Q3 2024

Dec 02, 2024
SELL
$125.95 - $142.04 $143,583 - $161,925
-1,140 Reduced 25.0%
3,420 $485,000
Q2 2024

Dec 02, 2024
BUY
$124.6 - $132.46 $568,176 - $604,017
4,560 New
4,560 $579,000

Others Institutions Holding SDY

# of Institutions
1,308
Shares Held
73.3M
Call Options Held
42.1K
Put Options Held
37.4K
View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

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