Essex Private Wealth Management, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Essex Private Wealth Management, LLC

  • $34.8 Million
  • Q2 2024

A detailed history of Essex Private Wealth Management, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Essex Private Wealth Management, LLC holds 4,497 shares of SDY stock, worth $623,149. This represents 1.64% of its overall portfolio holdings.

Number of Shares
4,497
Previous 4,504 0.16%
Holding current value
$623,149
Previous $591,000 3.38%
% of portfolio
1.64%
Previous 1.9%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024
SELL
$124.6 - $132.46 $872 - $927
-7 Reduced 0.16%
4,497 $571,000
Q1 2024

Apr 22, 2024
BUY
$122.28 - $131.24 $244 - $262
2 Added 0.04%
4,504 $591,000
Q4 2023

Jan 29, 2024
SELL
$110.2 - $125.58 $220 - $251
-2 Reduced 0.04%
4,502 $562,000
Q3 2023

Oct 24, 2023
SELL
$115.01 - $127.58 $3,565 - $3,954
-31 Reduced 0.68%
4,504 $518,000
Q2 2023

Jul 31, 2023
BUY
$117.3 - $124.97 $234 - $249
2 Added 0.04%
4,535 $555,000
Q1 2023

May 01, 2023
SELL
$117.74 - $132.18 $1,295 - $1,453
-11 Reduced 0.24%
4,533 $560,000
Q4 2022

Feb 02, 2023
BUY
$121.48 - $131.57 $364 - $394
3 Added 0.07%
4,544 $568,000
Q3 2022

Nov 14, 2022
SELL
N/A
-247 Reduced 5.16%
4,541 $506,000
Q2 2022

Aug 11, 2022
SELL
N/A
-22 Reduced 0.46%
4,788 $568,000
Q1 2022

May 16, 2022
SELL
N/A
-1,455 Reduced 23.22%
4,810 $616,000
Q4 2021

Feb 09, 2022
SELL
N/A
-373 Reduced 5.62%
6,265 $809,000
Q3 2021

Nov 15, 2021
SELL
N/A
-148 Reduced 2.18%
6,638 $780,000
Q2 2021

Aug 09, 2021
SELL
N/A
-565 Reduced 7.69%
6,786 $830,000
Q1 2021

May 17, 2021
SELL
N/A
-2,426 Reduced 24.81%
7,351 $868,000
Q4 2020

Feb 12, 2021
SELL
N/A
-1,639 Reduced 14.36%
9,777 $1.04 Million
Q3 2020

Nov 10, 2020
SELL
N/A
-3,183 Reduced 21.8%
11,416 $1.05 Million
Q2 2020

Aug 11, 2020
SELL
N/A
-80,795 Reduced 84.7%
14,599 $1.33 Million
Q1 2020

May 13, 2020
BUY
N/A
2,976 Added 3.22%
95,394 $7.62 Million
Q4 2019

Feb 13, 2020
BUY
N/A
92,418 New
92,418 $9.94 Million

Others Institutions Holding SDY

# of Institutions
1,200
Shares Held
68.9M
Call Options Held
43.4K
Put Options Held
18.2K
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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