Clifford Swan Investment Counsel LLC Spdr Series Tr Spdr S&P Divide Transaction History

Clifford Swan Investment Counsel LLC

  • $2.66 Billion
  • Q2 2024

A detailed history of Clifford Swan Investment Counsel LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Clifford Swan Investment Counsel LLC holds 2,235 shares of SDY stock, worth $316,364. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,235
Previous 2,335 4.28%
Holding current value
$316,364
Previous $306,000 7.19%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
SELL
$124.6 - $132.46 $12,460 - $13,246
-100 Reduced 4.28%
2,235 $284,000
Q2 2023

Aug 03, 2023
SELL
$117.3 - $124.97 $11,730 - $12,497
-100 Reduced 4.11%
2,335 $286,000
Q4 2022

Feb 02, 2023
SELL
$112.65 - $131.57 $11,265 - $13,157
-100 Reduced 3.94%
2,435 $304,000
Q2 2022

Aug 04, 2022
SELL
$114.07 - $132.3 $51,103 - $59,270
-448 Reduced 15.02%
2,535 $301,000
Q1 2022

May 03, 2022
SELL
$121.65 - $130.75 $48,660 - $52,300
-400 Reduced 11.82%
2,983 $382,000
Q3 2021

Nov 02, 2021
BUY
$117.12 - $125.76 $35,136 - $37,728
300 Added 9.73%
3,383 $0
Q1 2021

May 07, 2021
SELL
$104.47 - $119.79 $31,341 - $35,937
-300 Reduced 8.87%
3,083 $364,000
Q4 2020

Feb 11, 2021
SELL
$91.76 - $107.36 $18,352 - $21,472
-200 Reduced 5.58%
3,383 $358,000
Q2 2020

Aug 06, 2020
SELL
$76.15 - $100.68 $62,823 - $83,061
-825 Reduced 18.72%
3,583 $327,000
Q4 2019

Jan 30, 2020
SELL
$98.73 - $107.77 $3,949 - $4,310
-40 Reduced 0.9%
4,408 $474,000
Q4 2018

Feb 13, 2019
SELL
N/A
-1,825 Reduced 29.09%
4,448 $398,000
Q1 2018

May 09, 2018
SELL
N/A
-500 Reduced 7.38%
6,273 $572,000
Q2 2017

Aug 11, 2017
BUY
N/A
6,773
6,773 $602,000

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

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  • Ticker SDY
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