Coastal Investment Advisors, Inc. Spdr Series Tr Spdr S&P Divide Transaction History

Coastal Investment Advisors, Inc.

$212 Million
Q1 2025

A detailed history of Coastal Investment Advisors, Inc. transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 2,614 shares of SDY stock, worth $352,105. This represents 0.17% of its overall portfolio holdings.

Number of Shares

2,614

Previous 2,649 1.32%

Holding current value

$352,105

Previous $349,000 1.43%

% of portfolio

0.17%

Previous 0.15%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	SELL	$128.74 - $138.67 $4,505 - $4,853	-35 Reduced 1.32%	2,614 $354,000
Q4 2024 Jan 28, 2025	BUY	$131.66 - $144.0 $85,184 - $93,168	647 Added 32.32%	2,649 $349,000
Q3 2024 Oct 29, 2024	SELL	$125.95 - $142.04 $1.18 Million - $1.33 Million	-9,378 Reduced 82.41%	2,002 $284,000
Q2 2024 Jul 15, 2024	BUY	$124.6 - $132.46 $491,173 - $522,157	3,942 Added 53.0%	11,380 $1.45 Million
Q1 2024 Apr 19, 2024	SELL	$122.28 - $131.24 $64,563 - $69,294	-528 Reduced 6.63%	7,438 $976,000
Q4 2023 Jan 19, 2024	BUY	$110.2 - $125.58 $69,426 - $79,115	630 Added 8.59%	7,966 $995,000
Q3 2023 Oct 20, 2023	SELL	$115.01 - $127.58 $136,286 - $151,182	-1,185 Reduced 13.91%	7,336 $843,000
Q2 2023 Aug 09, 2023	SELL	$117.3 - $124.97 $23,460 - $24,994	-200 Reduced 2.29%	8,521 $1.04 Million
Q1 2023 May 05, 2023	SELL	$117.74 - $132.18 $148,352 - $166,546	-1,260 Reduced 12.62%	8,721 $1.08 Million
Q4 2022 Feb 10, 2023	BUY	$112.65 - $131.57 $23,318 - $27,234	207 Added 2.12%	9,981 $1.25 Million
Q3 2022 Oct 27, 2022	BUY	$111.5 - $132.34 $174,163 - $206,715	1,562 Added 19.02%	9,774 $1.09 Million
Q2 2022 Aug 09, 2022	BUY	$114.07 - $132.3 $13,460 - $15,611	118 Added 1.46%	8,212 $989,000
Q1 2022 Apr 13, 2022	BUY	$121.65 - $130.75 $235,271 - $252,870	1,934 Added 31.4%	8,094 $1.04 Million
Q4 2021 Jan 18, 2022	BUY	$118.81 - $129.12 $202,214 - $219,762	1,702 Added 38.18%	6,160 $795,000
Q3 2021 Oct 18, 2021	SELL	$117.12 - $125.76 $29,982 - $32,194	-256 Reduced 5.43%	4,458 $524,000
Q2 2021 Jul 15, 2021	BUY	$118.74 - $127.47 $5,343 - $5,736	45 Added 0.96%	4,714 $576,000
Q1 2021 Apr 12, 2021	BUY	$104.47 - $119.79 $46,489 - $53,306	445 Added 10.54%	4,669 $551,000
Q4 2020 Jan 13, 2021	BUY	$91.76 - $107.36 $9,818 - $11,487	107 Added 2.6%	4,224 $447,000
Q3 2020 Oct 23, 2020	BUY	$88.24 - $98.33 $36,796 - $41,003	417 Added 11.27%	4,117 $380,000
Q2 2020 Jul 16, 2020	BUY	$76.15 - $100.68 $44,319 - $58,595	582 Added 18.67%	3,700 $337,000
Q1 2020 Apr 23, 2020	BUY	$68.26 - $108.76 $29,966 - $47,745	439 Added 16.39%	3,118 $249,000
Q4 2019 Feb 05, 2020	BUY	$98.73 - $107.77 $17,277 - $18,859	175 Added 6.99%	2,679 $285,000
Q3 2019 Oct 18, 2019	SELL	$101.59 - $103.8 $427,084 - $436,375	-4,204 Reduced 62.67%	2,504 $256,000
Q2 2019 Aug 01, 2019	BUY	N/A	4,753 Added 243.12%	6,708 $678,000
Q1 2019 May 15, 2019	BUY	N/A	1,955 New	1,955 $195,000

Others Institutions Holding SDY

# of Institutions

1,321

Shares Held

71.4M

Call Options Held

48.3K

Put Options Held

39.7K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
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Coastal Investment Advisors, Inc. Spdr Series Tr Spdr S&P Divide Transaction History