Cbiz Investment Advisory Services, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Cbiz Investment Advisory Services, LLC

  • $1.93 Billion
  • Q3 2024

A detailed history of Cbiz Investment Advisory Services, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Cbiz Investment Advisory Services, LLC holds 1,980 shares of SDY stock, worth $263,181. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,980
Previous 2,992 33.82%
Holding current value
$263,181
Previous $380,000 26.05%
% of portfolio
0.01%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$125.95 - $142.04 $127,461 - $143,744
-1,012 Reduced 33.82%
1,980 $281,000
Q3 2023

Nov 03, 2023
SELL
$115.01 - $127.58 $352,160 - $390,649
-3,062 Reduced 50.58%
2,992 $344,000
Q1 2023

May 09, 2023
BUY
$117.74 - $132.18 $712,797 - $800,217
6,054 New
6,054 $748,000
Q2 2022

Aug 02, 2022
BUY
$114.07 - $132.3 $829,745 - $962,350
7,274 New
7,274 $863,000
Q1 2022

May 03, 2022
SELL
$121.65 - $130.75 $884,882 - $951,075
-7,274 Closed
0 $0
Q2 2021

Aug 16, 2021
BUY
$118.74 - $127.47 $508,444 - $545,826
4,282 Added 143.11%
7,274 $889,000
Q1 2021

May 17, 2021
SELL
$104.47 - $119.79 $495,814 - $568,523
-4,746 Reduced 61.33%
2,992 $353,000
Q4 2020

Feb 16, 2021
SELL
$91.76 - $107.36 $312,075 - $365,131
-3,401 Reduced 30.53%
7,738 $818,000
Q3 2020

Nov 13, 2020
SELL
$88.24 - $98.33 $3,882 - $4,326
-44 Reduced 0.39%
11,139 $1.03 Million
Q2 2020

Aug 14, 2020
SELL
$76.15 - $100.68 $144,913 - $191,594
-1,903 Reduced 14.54%
11,183 $1.02 Million
Q1 2020

May 15, 2020
BUY
$68.26 - $108.76 $1,706 - $2,719
25 Added 0.19%
13,086 $1.05 Million
Q4 2019

Feb 12, 2020
BUY
$98.73 - $107.77 $1.29 Million - $1.41 Million
13,061 New
13,061 $1.41 Million

Others Institutions Holding SDY

# of Institutions
1,264
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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