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 $699,764. This represents 0.25% of its overall portfolio holdings.

Number of Shares
5,370
Previous 0 Infinity%
Holding current value
$699,764
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
$121.48 - $131.57 $652,347 - $706,530
5,370 New
5,370 $671,000
Q3 2022

Nov 02, 2022
SELL
N/A
-5,370 Closed
0 $599,000
Q2 2021

Aug 13, 2021
BUY
N/A
5,370 New
5,370 $657,000
Q1 2021

May 17, 2021
SELL
N/A
-6,196 Closed
0 $0
Q4 2020

Feb 10, 2021
SELL
N/A
-915 Reduced 12.87%
6,196 $656,000
Q1 2020

May 11, 2020
SELL
N/A
-40 Reduced 0.56%
7,111 $568,000
Q3 2019

Nov 14, 2019
BUY
N/A
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
1,203
Shares Held
70.3M
Call Options Held
99.8K
Put Options Held
17.5K
View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

SDY Quotes by TradingView
  • Ticker SDY
  • Sector ETFs
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More about SDY
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