Clarity Wealth Advisors, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Clarity Wealth Advisors, LLC

$309 Million
Q2 2024

A detailed history of Clarity Wealth Advisors, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Clarity Wealth Advisors, LLC holds 2,514 shares of SDY stock, worth $356,309. This represents 0.1% of its overall portfolio holdings.

Number of Shares

2,514

Previous 2,514 -0.0%

Holding current value

$356,309

Previous $329,000 3.04%

% of portfolio

0.1%

Previous 0.11%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 17, 2024	BUY	$122.28 - $131.24 $9,171 - $9,843	75 Added 3.08%	2,514 $329,000
Q4 2023 Jan 10, 2024	SELL	$110.2 - $125.58 $42,427 - $48,348	-385 Reduced 13.63%	2,439 $304,000
Q3 2023 Nov 06, 2023	SELL	$115.01 - $127.58 $18,286 - $20,285	-159 Reduced 5.33%	2,824 $324,000
Q4 2022 Feb 06, 2023	BUY	$112.65 - $131.57 $32,105 - $37,497	285 Added 10.56%	2,983 $373,000
Q2 2022 Jul 19, 2022	BUY	$114.07 - $132.3 $5,133 - $5,953	45 Added 1.7%	2,698 $320,000
Q1 2022 May 02, 2022	SELL	$121.65 - $130.75 $6,569 - $7,060	-54 Reduced 1.99%	2,653 $339,000
Q3 2021 Oct 20, 2021	BUY	$117.12 - $125.76 $317,043 - $340,432	2,707 New	2,707 $318,000
Q1 2020 Apr 29, 2020	SELL	$68.26 - $108.76 $143,346 - $228,396	-2,100 Closed	0 $0
Q4 2019 Feb 10, 2020	BUY	$98.73 - $107.77 $207,333 - $226,317	2,100 New	2,100 $225,000

Others Institutions Holding SDY

# of Institutions

1,200

Shares Held

68.9M

Call Options Held

43.4K

Put Options Held

18.2K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
Sector ETFs
Industry ETFs

More about SDY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Clarity Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clarity Wealth Advisors, LLC with notifications on news.

Account

Clarity Wealth Advisors, LLC Spdr Series Tr Spdr S&P Divide Transaction History