A detailed history of Capital Advisors Inc transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Capital Advisors Inc holds 9,188 shares of SDY stock, worth $1.16 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,188
Previous 9,188 -0.0%
Holding current value
$1.16 Million
Previous $1.15 Million 4.97%
% of portfolio
0.03%
Previous 0.03%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 29, 2024

SELL
$110.2 - $125.58 $14,105 - $16,074
-128 Reduced 1.37%
9,188 $1.15 Million
Q3 2023

Oct 24, 2023

BUY
$115.01 - $127.58 $14,721 - $16,330
128 Added 1.39%
9,316 $1.07 Million
Q2 2023

Jul 18, 2023

SELL
$117.3 - $124.97 $343,806 - $366,287
-2,931 Reduced 24.19%
9,188 $1.13 Million
Q1 2023

Apr 19, 2023

BUY
$117.74 - $132.18 $282,105 - $316,703
2,396 Added 24.64%
12,119 $1.5 Million
Q3 2022

Oct 17, 2022

BUY
N/A
1,000 Added 11.46%
9,723 $0
Q1 2022

May 05, 2022

BUY
N/A
2,447 Added 38.99%
8,723 $1.12 Million
Q2 2021

Aug 02, 2021

SELL
N/A
-326 Reduced 4.94%
6,276 $767,000
Q1 2021

May 25, 2021

BUY
N/A
2,439 Added 58.59%
6,602 $779,000
Q4 2020

Feb 08, 2021

BUY
N/A
243 Added 6.2%
4,163 $0
Q2 2020

Aug 07, 2020

SELL
N/A
-940 Reduced 19.34%
3,920 $372,000
Q1 2020

May 21, 2020

SELL
N/A
-494 Reduced 9.23%
4,860 $0
Q4 2019

Feb 04, 2020

BUY
N/A
5,354 New
5,354 $0

Others Institutions Holding SDY

About SPDR SERIES TR SPDR S&P DIVIDE


  • Ticker SDY
  • Sector ETFs
  • Industry ETFs
More about SDY
Track This Portfolio

Track Capital Advisors Inc Portfolio

Follow Capital Advisors Inc 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 Capital Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Capital Advisors Inc with notifications on news.