Creative One Wealth, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Creative One Wealth, LLC

  • $2.51 Billion
  • Q1 2024

A detailed history of Creative One Wealth, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Creative One Wealth, LLC holds 8,904 shares of SDY stock, worth $1.13 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,904
Previous 8,663 2.78%
Holding current value
$1.13 Million
Previous $1.08 Million 7.94%
% of portfolio
0.05%
Previous 0.07%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$122.28 - $131.24 $29,469 - $31,628
241 Added 2.78%
8,904 $1.17 Million
Q4 2023

Feb 09, 2024
BUY
$110.2 - $125.58 $192,188 - $219,011
1,744 Added 25.21%
8,663 $1.08 Million
Q3 2023

Oct 17, 2023
SELL
$115.01 - $127.58 $123,060 - $136,510
-1,070 Reduced 13.39%
6,919 $796,000
Q2 2023

Aug 16, 2023
BUY
$117.3 - $124.97 $247,033 - $263,186
2,106 Added 35.8%
7,989 $979,000
Q2 2023

Aug 14, 2023
SELL
$117.3 - $124.97 $126,097 - $134,342
-1,075 Reduced 15.45%
5,883 $712,000
Q1 2023

May 15, 2023
SELL
$117.74 - $132.18 $20,251 - $22,734
-172 Reduced 2.41%
6,958 $861,000
Q4 2022

Feb 14, 2023
BUY
$121.48 - $131.57 $66,692 - $72,231
549 Added 8.34%
7,130 $892,000
Q3 2022

Nov 14, 2022
BUY
N/A
750 Added 12.86%
6,581 $734,000
Q2 2022

Aug 12, 2022
BUY
N/A
554 Added 10.5%
5,831 $692,000
Q1 2022

May 13, 2022
SELL
N/A
-260 Reduced 4.7%
5,277 $676,000
Q4 2021

Feb 15, 2022
SELL
N/A
-160 Reduced 2.81%
5,537 $715,000
Q3 2021

Nov 16, 2021
SELL
N/A
-254 Reduced 4.27%
5,697 $670,000
Q2 2021

Aug 13, 2021
SELL
N/A
-180 Reduced 2.94%
5,951 $728,000
Q1 2021

May 17, 2021
SELL
N/A
-194 Reduced 3.07%
6,131 $724,000
Q4 2020

Feb 12, 2021
BUY
N/A
2,277 Added 56.25%
6,325 $670,000
Q3 2020

Nov 13, 2020
BUY
N/A
86 Added 2.17%
4,048 $374,000
Q2 2020

Aug 13, 2020
BUY
N/A
3,962 New
3,962 $362,000

Others Institutions Holding SDY

# of Institutions
1,195
Shares Held
70.3M
Call Options Held
99.8K
Put Options Held
17.5K
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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