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

Cornerstone Wealth Management, LLC

  • $1.43 Billion
  • Q1 2025

A detailed history of Cornerstone Wealth Management, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 56,944 shares of SDY stock, worth $7.46 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
56,944
Previous 56,283 1.17%
Holding current value
$7.46 Million
Previous $7.43 Million 2.87%
% of portfolio
0.53%
Previous 0.52%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 18, 2025
BUY
$128.74 - $138.67 $85,097 - $91,660
661 Added 1.17%
56,944 $7.65 Million
Q4 2024

Jan 17, 2025
BUY
$131.66 - $144.0 $64,118 - $70,128
487 Added 0.87%
56,283 $7.43 Million
Q3 2024

Oct 16, 2024
BUY
$125.95 - $142.04 $122,297 - $137,920
971 Added 1.77%
55,796 $7.93 Million
Q2 2024

Jul 16, 2024
BUY
$124.6 - $132.46 $54,325 - $57,752
436 Added 0.8%
54,825 $6.97 Million
Q1 2024

Apr 19, 2024
BUY
$122.28 - $131.24 $250,796 - $269,173
2,051 Added 3.92%
54,389 $7.14 Million
Q4 2023

Jan 10, 2024
BUY
$110.2 - $125.58 $55,871 - $63,669
507 Added 0.98%
52,338 $6.54 Million
Q3 2023

Nov 06, 2023
BUY
$115.01 - $127.58 $67,280 - $74,634
585 Added 1.14%
51,831 $5.96 Million
Q2 2023

Jul 14, 2023
BUY
$117.3 - $124.97 $127,739 - $136,092
1,089 Added 2.17%
51,246 $6.28 Million
Q1 2023

May 15, 2023
BUY
$117.74 - $132.18 $296,469 - $332,829
2,518 Added 5.29%
50,157 $6.2 Million
Q3 2022

Oct 14, 2022
BUY
$111.5 - $132.34 $136,364 - $161,851
1,223 Added 2.63%
47,639 $5.31 Million
Q2 2022

Aug 04, 2022
BUY
$114.07 - $132.3 $276,733 - $320,959
2,426 Added 5.51%
46,416 $5.51 Million
Q1 2022

Apr 21, 2022
BUY
$121.65 - $130.75 $355,704 - $382,313
2,924 Added 7.12%
43,990 $5.64 Million
Q4 2021

Feb 14, 2022
BUY
$118.81 - $129.12 $273,500 - $297,234
2,302 Added 5.94%
41,066 $5.3 Million
Q3 2021

Nov 12, 2021
BUY
$117.12 - $125.76 $276,051 - $296,416
2,357 Added 6.47%
38,764 $4.56 Million
Q2 2021

Aug 09, 2021
BUY
$118.74 - $127.47 $369,756 - $396,941
3,114 Added 9.35%
36,407 $4.45 Million
Q1 2021

Apr 30, 2021
BUY
$104.47 - $119.79 $175,300 - $201,007
1,678 Added 5.31%
33,293 $3.93 Million
Q4 2020

Jan 29, 2021
BUY
$91.76 - $107.36 $141,218 - $165,227
1,539 Added 5.12%
31,615 $3.35 Million
Q3 2020

Oct 13, 2020
BUY
$88.24 - $98.33 $257,572 - $287,025
2,919 Added 10.75%
30,076 $2.78 Million
Q2 2020

Jul 16, 2020
BUY
$76.15 - $100.68 $255,711 - $338,083
3,358 Added 14.11%
27,157 $2.48 Million
Q1 2020

May 13, 2020
SELL
$68.26 - $108.76 $4.3 Million - $6.85 Million
-63,025 Reduced 72.59%
23,799 $1.9 Million
Q4 2019

Feb 20, 2020
SELL
$98.73 - $107.77 $209,998 - $229,226
-2,127 Reduced 2.39%
86,824 $9.34 Million
Q3 2019

Oct 29, 2019
SELL
$101.59 - $103.8 $512,927 - $524,086
-5,049 Reduced 5.37%
88,951 $9.13 Million
Q2 2019

Aug 02, 2019
SELL
N/A
-5,020 Reduced 5.07%
94,000 $9.48 Million
Q1 2019

May 13, 2019
BUY
N/A
19,208 Added 24.07%
99,020 $10.6 Million
Q4 2018

Feb 13, 2019
SELL
N/A
-1,045,511 Reduced 92.91%
79,812 $7.14 Million
Q3 2018

Oct 19, 2018
SELL
N/A
-5,576,674 Reduced 83.21%
1,125,323 $12.2 Million
Q2 2018

Jul 20, 2018
BUY
N/A
6,691,174 Added 61823.65%
6,701,997 $72.4 Million
Q1 2018

Apr 24, 2018
SELL
N/A
-1,262 Reduced 10.44%
10,823 $968,000
Q4 2017

Feb 09, 2018
SELL
N/A
-162 Reduced 1.32%
12,085 $1.16 Million
Q3 2017

Nov 14, 2017
SELL
N/A
-554 Reduced 4.33%
12,247 $1.13 Million
Q2 2017

Aug 11, 2017
BUY
N/A
12,801
12,801 $1.14 Million

Others Institutions Holding SDY

# of Institutions
1,319
Shares Held
73M
Call Options Held
42.1K
Put Options Held
37.4K
View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

SDY Quotes by TradingView
  • Ticker SDY
  • Sector ETFs
  • Industry ETFs
More about SDY
Track This Portfolio

Track Cornerstone Wealth Management, LLC Portfolio

Follow Cornerstone Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email