Congress Wealth Management LLC Spdr Series Tr Spdr S&P Divide Transaction History

Congress Wealth Management LLC

  • $6.12 Billion
  • Q2 2024

A detailed history of Congress Wealth Management LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Congress Wealth Management LLC holds 8,681 shares of SDY stock, worth $1.23 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,681
Previous 8,748 0.77%
Holding current value
$1.23 Million
Previous $1.15 Million 3.83%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 13, 2024
SELL
$124.6 - $132.46 $8,348 - $8,874
-67 Reduced 0.77%
8,681 $1.1 Million
Q1 2024

Apr 18, 2024
SELL
$122.28 - $131.24 $209,710 - $225,076
-1,715 Reduced 16.39%
8,748 $1.15 Million
Q4 2023

Feb 09, 2024
BUY
$110.2 - $125.58 $277,263 - $315,959
2,516 Added 31.66%
10,463 $1.31 Million
Q3 2023

Oct 30, 2023
BUY
$115.01 - $127.58 $129,616 - $143,782
1,127 Added 16.52%
7,947 $913,000
Q2 2023

Jul 13, 2023
SELL
$117.3 - $124.97 $41,055 - $43,739
-350 Reduced 4.88%
6,820 $835,000
Q1 2023

Apr 14, 2023
SELL
$117.74 - $132.18 $16,719 - $18,769
-142 Reduced 1.94%
7,170 $887,000
Q4 2022

Feb 02, 2023
BUY
$112.65 - $131.57 $7,885 - $9,209
70 Added 0.97%
7,312 $914,000
Q3 2022

Nov 08, 2022
SELL
$111.5 - $132.34 $10,815 - $12,836
-97 Reduced 1.32%
7,242 $808,000
Q2 2022

Aug 11, 2022
BUY
$114.07 - $132.3 $36,160 - $41,939
317 Added 4.51%
7,339 $871,000
Q1 2022

May 16, 2022
SELL
$121.65 - $130.75 $406,067 - $436,443
-3,338 Reduced 32.22%
7,022 $900,000
Q4 2021

Feb 04, 2022
BUY
$118.81 - $129.12 $1.23 Million - $1.34 Million
10,360 New
10,360 $1.34 Million

Others Institutions Holding SDY

# of Institutions
1,199
Shares Held
68.9M
Call Options Held
43.4K
Put Options Held
18.2K
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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