Creative Planning Spdr Series Tr Spdr S&P Divide Transaction History

Creative Planning

$101 Billion
Q3 2024

A detailed history of Creative Planning transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Creative Planning holds 455,279 shares of SDY stock, worth $62.9 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

455,279

Previous 461,739 1.4%

Holding current value

$62.9 Million

Previous $58.7 Million 10.12%

% of portfolio

0.06%

Previous 0.06%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	SELL	$125.95 - $142.04 $813,637 - $917,578	-6,460 Reduced 1.4%	455,279 $64.7 Million
Q2 2024 Aug 15, 2024	BUY	$124.6 - $132.46 $618,389 - $657,398	4,963 Added 1.09%	461,739 $58.7 Million
Q1 2024 May 10, 2024	SELL	$122.28 - $131.24 $5.63 Million - $6.04 Million	-46,033 Reduced 9.16%	456,776 $59.9 Million
Q4 2023 Feb 14, 2024	SELL	$110.2 - $125.58 $2.55 Million - $2.9 Million	-23,106 Reduced 4.39%	502,809 $62.8 Million
Q3 2023 Nov 16, 2023	BUY	$115.01 - $127.58 $7.68 Million - $8.52 Million	66,745 Added 14.54%	525,915 $60.5 Million
Q2 2023 Jul 21, 2023	BUY	$117.3 - $124.97 $127,270 - $135,592	1,085 Added 0.24%	459,170 $56.3 Million
Q1 2023 May 15, 2023	SELL	$117.74 - $132.18 $708,441 - $795,327	-6,017 Reduced 1.3%	458,085 $56.7 Million
Q4 2022 Feb 10, 2023	SELL	$112.65 - $131.57 $1.81 Million - $2.11 Million	-16,047 Reduced 3.34%	464,102 $58.1 Million
Q3 2022 Nov 03, 2022	BUY	$111.5 - $132.34 $1.17 Million - $1.39 Million	10,499 Added 2.24%	480,149 $53.5 Million
Q2 2022 Aug 15, 2022	SELL	$114.07 - $132.3 $169,279 - $196,333	-1,484 Reduced 0.31%	469,650 $55.7 Million
Q1 2022 May 16, 2022	BUY	$121.65 - $130.75 $1.94 Million - $2.09 Million	15,974 Added 3.51%	471,134 $60.4 Million
Q4 2021 Feb 11, 2022	SELL	$118.81 - $129.12 $1.65 Million - $1.79 Million	-13,867 Reduced 2.96%	455,160 $58.8 Million
Q3 2021 Nov 10, 2021	SELL	$117.12 - $125.76 $356,747 - $383,064	-3,046 Reduced 0.65%	469,027 $55.1 Million
Q2 2021 Aug 04, 2021	SELL	$118.74 - $127.47 $1.95 Million - $2.1 Million	-16,450 Reduced 3.37%	472,073 $57.7 Million
Q1 2021 Apr 30, 2021	SELL	$104.47 - $119.79 $1.96 Million - $2.25 Million	-18,794 Reduced 3.7%	488,523 $57.7 Million
Q4 2020 Jan 29, 2021	SELL	$91.76 - $107.36 $903,101 - $1.06 Million	-9,842 Reduced 1.9%	507,317 $53.7 Million
Q3 2020 Nov 05, 2020	BUY	$88.24 - $98.33 $8.2 Million - $9.14 Million	92,977 Added 21.92%	517,159 $47.8 Million
Q2 2020 Jul 23, 2020	BUY	$76.15 - $100.68 $9.41 Million - $12.4 Million	123,512 Added 41.08%	424,182 $38.7 Million
Q1 2020 May 05, 2020	BUY	$68.26 - $108.76 $14.4 Million - $22.9 Million	210,416 Added 233.14%	300,670 $24 Million
Q4 2019 Jan 30, 2020	SELL	$98.73 - $107.77 $380,209 - $415,022	-3,851 Reduced 4.09%	90,254 $9.71 Million
Q3 2019 Nov 01, 2019	BUY	$101.59 - $103.8 $435,211 - $444,679	4,284 Added 4.77%	94,105 $9.66 Million
Q2 2019 Jul 26, 2019	SELL	N/A	-2,264 Reduced 2.46%	89,821 $9.06 Million
Q1 2019 Apr 24, 2019	BUY	N/A	2,361 Added 2.63%	92,085 $9.15 Million
Q4 2018 Feb 01, 2019	BUY	N/A	3,536 Added 4.1%	89,724 $8.03 Million
Q3 2018 Oct 25, 2018	BUY	N/A	7,231 Added 9.16%	86,188 $8.44 Million
Q2 2018 Jul 20, 2018	SELL	N/A	-12,893 Reduced 14.04%	78,957 $7.32 Million
Q1 2018 Apr 18, 2018	BUY	N/A	20,544 Added 28.81%	91,850 $8.38 Million
Q4 2017 Jan 17, 2018	SELL	N/A	-18,781 Reduced 20.85%	71,306 $6.74 Million
Q3 2017 Oct 17, 2017	BUY	N/A	90,087	90,087 $8.23 Million

Others Institutions Holding SDY

# of Institutions

1,265

Shares Held

68.8M

Call Options Held

51K

Put Options Held

46.5K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

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Creative Planning Spdr Series Tr Spdr S&P Divide Transaction History