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

Cliftonlarsonallen Wealth Advisors, LLC

  • $4.33 Billion
  • Q3 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 76,679 shares of SDY stock, worth $10.7 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
76,679
Previous 61,988 23.7%
Holding current value
$10.7 Million
Previous $7.88 Million 38.16%
% of portfolio
0.25%
Previous 0.17%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,264
Shares Held
68.7M
Call Options Held
51K
Put Options Held
46.5K
View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

SDY Quotes by TradingView
  • Ticker SDY
  • Sector ETFs
  • Industry ETFs
More about SDY
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