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

Choate Investment Advisors

  • $3.79 Billion
  • Q2 2024

A detailed history of Choate Investment Advisors transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Choate Investment Advisors holds 1,585 shares of SDY stock, worth $223,421. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,585
Previous 2,685 40.97%
Holding current value
$223,421
Previous $352,000 42.9%
% of portfolio
0.01%
Previous 0.01%

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
1,246
Shares Held
69.8M
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
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More about SDY
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