Carson Advisory Inc. Spdr Series Tr Spdr S&P Divide Transaction History

Carson Advisory Inc.

  • $138 Million
  • Q1 2025

A detailed history of Carson Advisory Inc. transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Carson Advisory Inc. holds 2,182 shares of SDY stock, worth $305,174. This represents 0.21% of its overall portfolio holdings.

Number of Shares
2,182
Previous 2,347 7.03%
Holding current value
$305,174
Previous $310,000 4.52%
% of portfolio
0.21%
Previous 0.23%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
SELL
$128.74 - $138.67 $21,242 - $22,880
-165 Reduced 7.03%
2,182 $296,000
Q4 2024

Feb 13, 2025
SELL
$131.66 - $144.0 $459,493 - $502,560
-3,490 Reduced 59.79%
2,347 $310,000
Q3 2024

Nov 01, 2024
BUY
$125.95 - $142.04 $1,889 - $2,130
15 Added 0.26%
5,837 $829,000
Q2 2024

Aug 07, 2024
SELL
$124.6 - $132.46 $4,485 - $4,768
-36 Reduced 0.61%
5,822 $740,000
Q1 2024

May 03, 2024
BUY
$122.28 - $131.24 $1,711 - $1,837
14 Added 0.24%
5,858 $768,000
Q4 2023

Feb 06, 2024
BUY
$110.2 - $125.58 $1,653 - $1,883
15 Added 0.26%
5,844 $730,000
Q3 2023

Nov 08, 2023
SELL
$115.01 - $127.58 $34,963 - $38,784
-304 Reduced 4.96%
5,829 $670,000
Q2 2023

Jul 28, 2023
BUY
$117.3 - $124.97 $719,400 - $766,441
6,133 New
6,133 $751,000
Q1 2023

May 05, 2023
BUY
$117.74 - $132.18 $121,978 - $136,938
1,036 Added 22.23%
5,697 $704,000
Q4 2022

Feb 08, 2023
BUY
$112.65 - $131.57 $29,063 - $33,945
258 Added 5.86%
4,661 $583,000
Q3 2022

Nov 07, 2022
BUY
$111.5 - $132.34 $1,449 - $1,720
13 Added 0.3%
4,403 $491,000
Q2 2022

Aug 03, 2022
BUY
$114.07 - $132.3 $1,482 - $1,719
13 Added 0.3%
4,390 $521,000
Q1 2022

May 03, 2022
BUY
$121.65 - $130.75 $1,581 - $1,699
13 Added 0.3%
4,377 $561,000
Q4 2021

Feb 08, 2022
BUY
$118.81 - $129.12 $518,486 - $563,479
4,364 New
4,364 $564,000

Others Institutions Holding SDY

# of Institutions
1,323
Shares Held
70.9M
Call Options Held
48.3K
Put Options Held
39.7K
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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