Choate Investment Advisors Spdr Series Tr Spdr S&P Divide Transaction History

Choate Investment Advisors

$3.89 Billion
Q3 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 08, 2024	SELL	$124.6 - $132.46 $137,060 - $145,706	-1,100 Reduced 40.97%	1,585 $201,000
Q4 2023 Feb 14, 2024	BUY	$110.2 - $125.58 $121,220 - $138,138	1,100 Added 69.4%	2,685 $335,000
Q3 2023 Oct 30, 2023	BUY	$115.01 - $127.58 $57,505 - $63,790	500 Added 46.08%	1,585 $182,000
Q3 2021 Nov 04, 2021	SELL	$117.12 - $125.76 $7,612 - $8,174	-65 Reduced 5.65%	1,085 $128,000
Q1 2021 May 07, 2021	SELL	$104.47 - $119.79 $40,743 - $46,718	-390 Reduced 25.32%	1,150 $136,000
Q3 2020 Oct 26, 2020	SELL	$88.24 - $98.33 $83,386 - $92,921	-945 Reduced 38.03%	1,540 $142,000
Q2 2020 Jul 23, 2020	BUY	$76.15 - $100.68 $189,232 - $250,189	2,485 New	2,485 $227,000
Q1 2020 May 07, 2020	SELL	$68.26 - $108.76 $169,626 - $270,268	-2,485 Closed	0 $0
Q3 2019 Nov 13, 2019	SELL	$101.59 - $103.8 $1,015 - $1,038	-10 Reduced 0.4%	2,485 $255,000
Q2 2019 Aug 14, 2019	SELL	N/A	-1,390 Reduced 35.78%	2,495 $252,000
Q1 2019 Apr 29, 2019	BUY	N/A	400 Added 11.48%	3,885 $386,000
Q4 2018 Feb 14, 2019	BUY	N/A	3,485 New	3,485 $312,000
Q3 2018 Nov 14, 2018	SELL	N/A	-3,485 Closed	0 $0
Q2 2018 Jul 30, 2018	SELL	N/A	-595 Reduced 14.58%	3,485 $323,000
Q3 2017 Nov 14, 2017	BUY	N/A	4,080	4,080 $0

Others Institutions Holding SDY

# of Institutions

1,264

Shares Held

68.7M

Call Options Held

51K

Put Options Held

46.5K

About SPDR SERIES TR SPDR S&P DIVIDE

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