Capital Directions Investment Advisors, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Capital Directions Investment Advisors, LLC

  • $268 Million
  • Q4 2022

A detailed history of Capital Directions Investment Advisors, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Capital Directions Investment Advisors, LLC holds 5,370 shares of SDY stock, worth $771,991. This represents 0.25% of its overall portfolio holdings.

Number of Shares
5,370
Previous 0 Infinity%
Holding current value
$771,991
Previous $599,000 12.02%
% of portfolio
0.25%
Previous 0.23%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 01, 2023
BUY
$112.65 - $131.57 $604,930 - $706,530
5,370 New
5,370 $671,000
Q3 2022

Nov 02, 2022
SELL
$111.5 - $132.34 $598,755 - $710,665
-5,370 Closed
0 $599,000
Q2 2021

Aug 13, 2021
BUY
$118.74 - $127.47 $637,633 - $684,513
5,370 New
5,370 $657,000
Q1 2021

May 17, 2021
SELL
$104.47 - $119.79 $647,296 - $742,218
-6,196 Closed
0 $0
Q4 2020

Feb 10, 2021
SELL
$91.76 - $107.36 $83,960 - $98,234
-915 Reduced 12.87%
6,196 $656,000
Q1 2020

May 11, 2020
SELL
$68.26 - $108.76 $2,730 - $4,350
-40 Reduced 0.56%
7,111 $568,000
Q3 2019

Nov 14, 2019
BUY
$101.59 - $103.8 $726,470 - $742,273
7,151 New
7,151 $734,000
Q2 2019

Aug 14, 2019
SELL
N/A
-6,387 Closed
0 $0
Q1 2019

May 14, 2019
BUY
N/A
1 Added 0.02%
6,387 $635,000
Q3 2018

Nov 14, 2018
BUY
N/A
6,386 New
6,386 $625,000
Q2 2018

Aug 14, 2018
SELL
N/A
-2,061 Closed
0 $0
Q4 2017

Feb 15, 2018
BUY
N/A
61 Added 3.05%
2,061 $195,000
Q2 2017

Aug 15, 2017
BUY
N/A
2,000
2,000 $178,000

Others Institutions Holding SDY

# of Institutions
1,265
Shares Held
68.8M
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
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