Eisner Amper Wealth Management Corporate Benefits, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Eisner Amper Wealth Management Corporate Benefits, LLC

$274 Million
Q4 2023

A detailed history of Eisner Amper Wealth Management Corporate Benefits, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Eisner Amper Wealth Management Corporate Benefits, LLC holds 85,162 shares of SDY stock, worth $11.7 Million. This represents 3.89% of its overall portfolio holdings.

Number of Shares

85,162

Previous 94,744 10.11%

Holding current value

$11.7 Million

Previous $10.9 Million 2.33%

% of portfolio

3.89%

Previous 4.86%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 03, 2024	SELL	$110.2 - $125.58 $1.06 Million - $1.2 Million	-9,582 Reduced 10.11%	85,162 $10.6 Million
Q3 2023 Oct 10, 2023	BUY	$115.01 - $127.58 $167,454 - $185,756	1,456 Added 1.56%	94,744 $10.9 Million
Q2 2023 Jul 11, 2023	SELL	$117.3 - $124.97 $763,740 - $813,679	-6,511 Reduced 6.52%	93,288 $11.4 Million
Q1 2023 Apr 04, 2023	SELL	$117.74 - $132.18 $833,128 - $935,305	-7,076 Reduced 6.62%	99,799 $12.3 Million
Q4 2022 Jan 03, 2023	BUY	$112.65 - $131.57 $60,155 - $70,258	534 Added 0.5%	106,875 $13.4 Million
Q3 2022 Oct 03, 2022	SELL	$111.5 - $132.34 $398,278 - $472,718	-3,572 Reduced 3.25%	106,341 $11.9 Million
Q2 2022 Jul 01, 2022	SELL	$114.07 - $132.3 $290,764 - $337,232	-2,549 Reduced 2.27%	109,913 $13 Million
Q1 2022 Apr 01, 2022	SELL	$121.65 - $130.75 $9.11 Million - $9.79 Million	-74,874 Reduced 39.97%	112,462 $14.4 Million
Q4 2021 Jan 03, 2022	BUY	$118.81 - $129.12 $10.2 Million - $11.1 Million	85,630 Added 84.19%	187,336 $24.2 Million
Q3 2021 Oct 01, 2021	BUY	$117.12 - $125.76 $206,248 - $221,463	1,761 Added 1.76%	101,706 $12 Million
Q2 2021 Jul 01, 2021	SELL	$118.74 - $127.47 $66,019 - $70,873	-556 Reduced 0.55%	99,945 $12.2 Million
Q1 2021 Apr 01, 2021	SELL	$104.47 - $119.79 $240,385 - $275,636	-2,301 Reduced 2.24%	100,501 $11.9 Million
Q4 2020 Jan 04, 2021	BUY	$91.76 - $107.36 $108,276 - $126,684	1,180 Added 1.16%	102,802 $10.9 Million
Q3 2020 Oct 01, 2020	BUY	$88.24 - $98.33 $67,768 - $75,517	768 Added 0.76%	101,622 $9.39 Million
Q2 2020 Jul 01, 2020	BUY	$76.15 - $100.68 $607,829 - $803,627	7,982 Added 8.59%	100,854 $9.2 Million
Q1 2020 Apr 01, 2020	SELL	$68.26 - $108.76 $1.69 Million - $2.7 Million	-24,786 Reduced 21.07%	92,872 $7.42 Million
Q4 2019 Jan 02, 2020	BUY	$98.73 - $107.77 $1.4 Million - $1.52 Million	14,140 Added 13.66%	117,658 $12.7 Million
Q3 2019 Oct 01, 2019	BUY	$101.59 - $103.8 $167,826 - $171,477	1,652 Added 1.62%	103,518 $10.6 Million
Q2 2019 Jul 01, 2019	BUY	N/A	2,246 Added 2.25%	101,866 $10.3 Million
Q1 2019 Apr 01, 2019	BUY	N/A	946 Added 0.96%	99,620 $9.9 Million
Q4 2018 Jan 02, 2019	SELL	N/A	-1,343 Reduced 1.34%	98,674 $8.83 Million
Q3 2018 Oct 02, 2018	BUY	N/A	519 Added 0.52%	100,017 $9.8 Million
Q2 2018 Jul 05, 2018	BUY	N/A	670 Added 0.68%	99,498 $9.22 Million
Q1 2018 Apr 02, 2018	BUY	N/A	98,828 New	98,828 $9.01 Million

Others Institutions Holding SDY

# of Institutions

1,340

Shares Held

71M

Call Options Held

77.7K

Put Options Held

26.9K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

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Eisner Amper Wealth Management Corporate Benefits, LLC Spdr Series Tr Spdr S&P Divide Transaction History