Ehrlich Financial Group Spdr Series Tr Spdr S&P Divide Transaction History

Ehrlich Financial Group

  • $141 Billion
  • Q4 2024

A detailed history of Ehrlich Financial Group transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Ehrlich Financial Group holds 4,955 shares of SDY stock, worth $663,524. This represents 0.47% of its overall portfolio holdings.

Number of Shares
4,955
Previous 4,547 8.97%
Holding current value
$663,524
Previous $646 Million 1.34%
% of portfolio
0.47%
Previous 0.46%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
$131.66 - $144.0 $53,717 - $58,752
408 Added 8.97%
4,955 $655 Million
Q3 2024

Oct 07, 2024
BUY
$125.95 - $142.04 $125 - $142
1 Added 0.02%
4,547 $646 Million
Q2 2024

Jul 12, 2024
SELL
$124.6 - $132.46 $60,181 - $63,978
-483 Reduced 9.6%
4,546 $578 Million
Q1 2024

Apr 15, 2024
BUY
$122.28 - $131.24 $55,148 - $59,189
451 Added 9.85%
5,029 $660 Million
Q4 2023

Feb 13, 2024
BUY
$110.2 - $125.58 $504,495 - $574,905
4,578 New
4,578 $572 Million

Others Institutions Holding SDY

# of Institutions
1,263
Shares Held
67.8M
Call Options Held
51K
Put Options Held
46K
View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

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