Cassaday & CO Wealth Management LLC Spdr Series Tr Spdr S&P Divide Transaction History

Cassaday & CO Wealth Management LLC

  • $2.91 Billion
  • Q2 2024

A detailed history of Cassaday & CO Wealth Management LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 5,431 shares of SDY stock, worth $765,119. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,431
Previous 5,556 2.25%
Holding current value
$765,119
Previous $729,000 5.35%
% of portfolio
0.02%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
SELL
$124.6 - $132.46 $15,575 - $16,557
-125 Reduced 2.25%
5,431 $690,000
Q3 2023

Nov 06, 2023
SELL
$115.01 - $127.58 $7,705 - $8,547
-67 Reduced 1.19%
5,556 $638,000
Q2 2023

Aug 07, 2023
BUY
$117.3 - $124.97 $14,662 - $15,621
125 Added 2.27%
5,623 $689,000
Q1 2023

May 03, 2023
SELL
$117.74 - $132.18 $99,490 - $111,692
-845 Reduced 13.32%
5,498 $680,000
Q4 2022

Feb 07, 2023
BUY
$112.65 - $131.57 $714,538 - $834,548
6,343 New
6,343 $0

Others Institutions Holding SDY

# of Institutions
1,200
Shares Held
68.9M
Call Options Held
43.4K
Put Options Held
18.2K
View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

SDY Quotes by TradingView
  • Ticker SDY
  • Sector ETFs
  • Industry ETFs
More about SDY
Track This Portfolio

Track Cassaday & CO Wealth Management LLC Portfolio

Follow Cassaday & CO Wealth Management LLC 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 Cassaday & CO Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cassaday & CO Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email