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

Cliftonlarsonallen Wealth Advisors, LLC

$5.16 Billion
Q4 2024

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 76,683 shares of SDY stock, worth $10.3 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

76,683

Previous 76,679 0.01%

Holding current value

$10.3 Million

Previous $10.9 Million 7.0%

% of portfolio

0.2%

Previous 0.25%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$131.66 - $144.0 $526 - $576	4 Added 0.01%	76,683 $10.1 Million
Q3 2024 Oct 11, 2024	BUY	$125.95 - $142.04 $1.85 Million - $2.09 Million	14,691 Added 23.7%	76,679 $10.9 Million
Q2 2024 Jul 11, 2024	BUY	$124.6 - $132.46 $2,741 - $2,914	22 Added 0.04%	61,988 $7.88 Million
Q1 2024 May 02, 2024	SELL	$122.28 - $131.24 $26,657 - $28,610	-218 Reduced 0.35%	61,966 $8.13 Million
Q4 2023 Jan 16, 2024	BUY	$110.2 - $125.58 $220 - $251	2 Added 0.0%	62,184 $7.77 Million
Q3 2023 Oct 13, 2023	BUY	$115.01 - $127.58 $230 - $255	2 Added 0.0%	62,182 $7.15 Million
Q2 2023 Jul 14, 2023	BUY	$117.3 - $124.97 $117 - $124	1 Added 0.0%	62,180 $7.62 Million
Q1 2023 Apr 12, 2023	BUY	$117.74 - $132.18 $235 - $264	2 Added 0.0%	62,179 $7.69 Million
Q4 2022 Jan 19, 2023	BUY	$112.65 - $131.57 $7 Million - $8.18 Million	62,177 New	62,177 $0
Q2 2022 Jul 08, 2022	BUY	$114.07 - $132.3 $114 - $132	1 Added 0.0%	62,348 $7.4 Million
Q1 2022 Apr 27, 2022	SELL	$121.65 - $130.75 $8,028 - $8,629	-66 Reduced 0.11%	62,347 $7.99 Million
Q4 2021 Jan 26, 2022	SELL	$118.81 - $129.12 $379,954 - $412,925	-3,198 Reduced 4.87%	62,413 $8.06 Million
Q3 2021 Nov 02, 2021	BUY	$117.12 - $125.76 $7.68 Million - $8.25 Million	65,611 New	65,611 $7.71 Million
Q3 2021 Oct 14, 2021	SELL	$117.12 - $125.76 $8.13 Million - $8.73 Million	-69,431 Closed	0 $0
Q2 2021 Jul 21, 2021	BUY	$118.74 - $127.47 $118 - $127	1 Added 0.0%	69,431 $8.49 Million
Q1 2021 May 24, 2021	SELL	$104.47 - $119.79 $8,357 - $9,583	-80 Reduced 0.12%	69,430 $8.2 Million
Q4 2020 Jan 14, 2021	SELL	$91.76 - $107.36 $94,329 - $110,366	-1,028 Reduced 1.46%	69,510 $7.36 Million
Q3 2020 Oct 13, 2020	SELL	$88.24 - $98.33 $165,273 - $184,172	-1,873 Reduced 2.59%	70,538 $6.52 Million
Q2 2020 Jul 16, 2020	BUY	$76.15 - $100.68 $1.05 Million - $1.39 Million	13,817 Added 23.58%	72,411 $6.6 Million
Q4 2019 Jan 29, 2020	BUY	$98.73 - $107.77 $1,974 - $2,155	20 Added 0.03%	58,594 $6.3 Million
Q3 2019 Oct 07, 2019	BUY	$101.59 - $103.8 $14,324 - $14,635	141 Added 0.24%	58,574 $6.01 Million
Q2 2019 Jul 17, 2019	SELL	N/A	-7,826 Reduced 11.81%	58,433 $5.9 Million
Q1 2019 Apr 09, 2019	SELL	N/A	-43,935 Reduced 39.87%	66,259 $6.59 Million
Q4 2018 Jan 22, 2019	SELL	N/A	-324 Reduced 0.29%	110,194 $9.87 Million
Q3 2018 Nov 05, 2018	SELL	N/A	-113 Reduced 0.1%	110,518 $10.8 Million
Q2 2018 Jul 23, 2018	SELL	N/A	-5,502 Reduced 4.74%	110,631 $10.3 Million
Q1 2018 Apr 26, 2018	BUY	N/A	549 Added 0.47%	116,133 $10.6 Million
Q4 2017 Jan 31, 2018	BUY	N/A	1,245 Added 1.09%	115,584 $10.9 Million
Q3 2017 Nov 06, 2017	BUY	N/A	114,339	114,339 $10.4 Million

Others Institutions Holding SDY

# of Institutions

1,262

Shares Held

67.8M

Call Options Held

51K

Put Options Held

46.5K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

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