Cassady Schiller Wealth Management, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Cassady Schiller Wealth Management, LLC

  • $259 Million
  • Q3 2024

A detailed history of Cassady Schiller Wealth Management, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 477 shares of SDY stock, worth $67,519. This represents 0.03% of its overall portfolio holdings.

Number of Shares
477
Previous 477 -0.0%
Holding current value
$67,519
Previous $60,000 11.67%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Feb 13, 2023
BUY
$112.65 - $131.57 $53,734 - $62,758
477 New
477 $59,000
Q1 2022

May 12, 2022
SELL
$121.65 - $130.75 $58,027 - $62,367
-477 Closed
0 $0
Q4 2021

Feb 09, 2022
BUY
$118.81 - $129.12 $56,672 - $61,590
477 New
477 $62,000

Others Institutions Holding SDY

# of Institutions
1,251
Shares Held
69.7M
Call Options Held
43.4K
Put Options Held
18.7K
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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