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

Cbiz Investment Advisory Services, LLC

  • $1.8 Billion
  • Q2 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 2,992 shares of SDY stock, worth $423,517. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,992
Previous 2,992 -0.0%
Holding current value
$423,517
Previous $392,000 3.06%
% of portfolio
0.02%
Previous 0.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,251
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
Track This Portfolio

Track Cbiz Investment Advisory Services, LLC Portfolio

Follow Cbiz Investment Advisory Services, 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 Cbiz Investment Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cbiz Investment Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email