A detailed history of Clearstead Trust, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Clearstead Trust, LLC holds 475 shares of SDY stock, worth $68,148. This represents 0.02% of its overall portfolio holdings.

Number of Shares
475
Previous 475 -0.0%
Holding current value
$68,148
Previous $60,000 11.67%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024

SELL
$110.2 - $125.58 $66,120 - $75,348
-600 Reduced 55.81%
475 $59,000
Q3 2023

Nov 13, 2023

BUY
$115.01 - $127.58 $69,006 - $76,548
600 Added 126.32%
1,075 $123,000
Q1 2023

May 10, 2023

BUY
$117.74 - $132.18 $55,926 - $62,785
475 New
475 $58,000
Q2 2020

Aug 17, 2020

SELL
$76.15 - $100.68 $53,305 - $70,476
-700 Closed
0 $0
Q4 2018

Feb 13, 2019

BUY
N/A
700 New
700 $0

Others Institutions Holding SDY

About SPDR SERIES TR SPDR S&P DIVIDE


  • Ticker SDY
  • Sector ETFs
  • Industry ETFs
More about SDY
Track This Portfolio

Track Clearstead Trust, LLC Portfolio

Follow Clearstead Trust, 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 Clearstead Trust, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Trust, LLC with notifications on news.