Capital Advisors Inc Spdr Series Tr Spdr S&P Divide Transaction History

Capital Advisors Inc

$4.91 Billion
Q1 2025

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 9,538 shares of SDY stock, worth $1.28 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

9,538

Previous 9,188 3.81%

Holding current value

$1.28 Million

Previous $1.21 Million 6.68%

% of portfolio

0.03%

Previous 0.02%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$128.74 - $138.67 $45,059 - $48,534	350 Added 3.81%	9,538 $1.29 Million
Q3 2024 Oct 28, 2024	SELL	$125.95 - $142.04 $34,636 - $39,061	-275 Reduced 2.91%	9,188 $1.31 Million
Q2 2024 Jul 31, 2024	BUY	$124.6 - $132.46 $34,265 - $36,426	275 Added 2.99%	9,463 $1.2 Million
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	$111.5 - $132.34 $111,500 - $132,340	1,000 Added 11.46%	9,723 $0
Q1 2022 May 05, 2022	BUY	$121.65 - $130.75 $297,677 - $319,945	2,447 Added 38.99%	8,723 $1.12 Million
Q2 2021 Aug 02, 2021	SELL	$118.74 - $127.47 $38,709 - $41,555	-326 Reduced 4.94%	6,276 $767,000
Q1 2021 May 25, 2021	BUY	$104.47 - $119.79 $254,802 - $292,167	2,439 Added 58.59%	6,602 $779,000
Q4 2020 Feb 08, 2021	BUY	$91.76 - $107.36 $22,297 - $26,088	243 Added 6.2%	4,163 $0
Q2 2020 Aug 07, 2020	SELL	$76.15 - $100.68 $71,581 - $94,639	-940 Reduced 19.34%	3,920 $372,000
Q1 2020 May 21, 2020	SELL	$68.26 - $108.76 $33,720 - $53,727	-494 Reduced 9.23%	4,860 $0
Q4 2019 Feb 04, 2020	BUY	$98.73 - $107.77 $528,600 - $577,000	5,354 New	5,354 $0

Others Institutions Holding SDY

# of Institutions

1,320

Shares Held

71.4M

Call Options Held

48.3K

Put Options Held

39.7K

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About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
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Capital Advisors Inc Spdr Series Tr Spdr S&P Divide Transaction History