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

Epg Wealth Management LLC

  • $396 Billion
  • Q3 2024

A detailed history of Epg Wealth Management LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Epg Wealth Management LLC holds 3,198 shares of SDY stock, worth $428,244. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,198
Previous 0 Infinity%
Holding current value
$428,244
Previous $0 Infinity%
% of portfolio
0.11%
Previous 100.0%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$125.95 - $142.04 $402,788 - $454,243
3,198 New
3,198 $454 Million
Q2 2024

Aug 13, 2024
SELL
$124.6 - $132.46 $471,611 - $501,361
-3,785 Closed
0 $0
Q1 2024

May 14, 2024
BUY
$122.28 - $131.24 $733 - $787
6 Added 0.16%
3,785 $496,000
Q4 2023

Feb 14, 2024
SELL
$110.2 - $125.58 $21,048 - $23,985
-191 Reduced 4.81%
3,779 $472,000
Q3 2023

Nov 13, 2023
BUY
$115.01 - $127.58 $920 - $1,020
8 Added 0.2%
3,970 $456,000
Q2 2023

Aug 15, 2023
BUY
$117.3 - $124.97 $36,597 - $38,990
312 Added 8.55%
3,962 $485,000
Q1 2023

May 15, 2023
BUY
$117.74 - $132.18 $1,530 - $1,718
13 Added 0.36%
3,650 $451,000
Q4 2022

Feb 14, 2023
BUY
$112.65 - $131.57 $2,140 - $2,499
19 Added 0.53%
3,637 $455,000
Q3 2022

Nov 15, 2022
BUY
$111.5 - $132.34 $1,784 - $2,117
16 Added 0.44%
3,618 $403,000
Q2 2022

Aug 15, 2022
SELL
$114.07 - $132.3 $57,035 - $66,150
-500 Reduced 12.19%
3,602 $427,000
Q1 2022

May 10, 2022
SELL
$121.65 - $130.75 $58,513 - $62,890
-481 Reduced 10.5%
4,102 $526,000
Q4 2021

Feb 14, 2022
SELL
$118.81 - $129.12 $237,144 - $257,723
-1,996 Reduced 30.34%
4,583 $592,000
Q3 2021

Nov 15, 2021
BUY
$117.12 - $125.76 $76,245 - $81,869
651 Added 10.98%
6,579 $773,000
Q2 2021

Aug 09, 2021
BUY
$118.74 - $127.47 $2,612 - $2,804
22 Added 0.37%
5,928 $725,000
Q1 2021

May 10, 2021
BUY
$104.47 - $119.79 $306,306 - $351,224
2,932 Added 98.59%
5,906 $697,000
Q4 2020

Jan 29, 2021
BUY
$91.76 - $107.36 $29,638 - $34,677
323 Added 12.18%
2,974 $315,000
Q3 2020

Nov 02, 2020
SELL
$88.24 - $98.33 $53,473 - $59,587
-606 Reduced 18.61%
2,651 $245,000
Q2 2020

Aug 06, 2020
SELL
$76.15 - $100.68 $22,540 - $29,801
-296 Reduced 8.33%
3,257 $297,000
Q1 2020

May 05, 2020
SELL
$68.26 - $108.76 $16,518 - $26,319
-242 Reduced 6.38%
3,553 $283,000
Q4 2019

Feb 14, 2020
BUY
$98.73 - $107.77 $374,680 - $408,987
3,795 New
3,795 $408,000

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

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

Track Epg Wealth Management LLC Portfolio

Follow Epg 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 Epg Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Epg Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email