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

Evercore Wealth Management, LLC

$6.66 Billion
Q3 2024

A detailed history of Evercore Wealth Management, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 2,407 shares of SDY stock, worth $342,540. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,407

Previous 2,267 6.18%

Holding current value

$342,540

Previous $288,000 18.4%

% of portfolio

0.01%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$125.95 - $142.04 $17,633 - $19,885	140 Added 6.18%	2,407 $341,000
Q1 2024 May 15, 2024	SELL	$122.28 - $131.24 $55,026 - $59,058	-450 Reduced 16.56%	2,267 $297,000
Q3 2023 Nov 14, 2023	SELL	$115.01 - $127.58 $93,503 - $103,722	-813 Reduced 23.03%	2,717 $312,000
Q2 2023 Aug 04, 2023	BUY	$117.3 - $124.97 $149,792 - $159,586	1,277 Added 56.68%	3,530 $432,000
Q1 2023 May 15, 2023	BUY	$117.74 - $132.18 $7,417 - $8,327	63 Added 2.88%	2,253 $278,000
Q3 2021 Nov 15, 2021	BUY	$117.12 - $125.76 $256,492 - $275,414	2,190 New	2,190 $257,000
Q1 2020 May 14, 2020	SELL	$68.26 - $108.76 $473,929 - $755,120	-6,943 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$98.73 - $107.77 $19,746 - $21,554	200 Added 2.97%	6,943 $747,000
Q2 2019 Aug 13, 2019	BUY	N/A	1,869 Added 38.35%	6,743 $680,000
Q1 2019 May 14, 2019	BUY	N/A	256 Added 5.54%	4,874 $485,000
Q1 2018 May 15, 2018	SELL	N/A	-800 Reduced 14.77%	4,618 $421,000
Q3 2017 Nov 13, 2017	BUY	N/A	5,418	5,418 $495,000

Others Institutions Holding SDY

# of Institutions

1,264

Shares Held

68.7M

Call Options Held

51K

Put Options Held

46.5K

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About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
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Evercore Wealth Management, LLC Spdr Series Tr Spdr S&P Divide Transaction History