A detailed history of Everhart Financial Group, Inc. transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 1,485 shares of SDY stock, worth $198,292. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,485
Holding current value
$198,292
% of portfolio
0.05%

Shares

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

Nov 04, 2024

BUY
$125.95 - $142.04 $187,035 - $210,929
1,485 New
1,485 $210,000
Q4 2023

Jan 12, 2024

SELL
$110.2 - $125.58 $7,824 - $8,916
-71 Reduced 2.76%
2,505 $313,000
Q2 2023

Jul 13, 2023

BUY
$117.3 - $124.97 $82,110 - $87,479
700 Added 37.31%
2,576 $315,000
Q1 2023

Apr 25, 2023

SELL
$117.74 - $132.18 $82,418 - $92,526
-700 Reduced 27.17%
1,876 $232,000
Q4 2022

Feb 09, 2023

BUY
$112.65 - $131.57 $42,243 - $49,338
375 Added 17.04%
2,576 $322,000
Q2 2022

Jul 12, 2022

BUY
$114.07 - $132.3 $8,098 - $9,393
71 Added 3.33%
2,201 $261,000
Q4 2020

Mar 26, 2021

BUY
$91.76 - $107.36 $195,448 - $228,676
2,130 New
2,130 $225,000

Others Institutions Holding SDY

About SPDR SERIES TR SPDR S&P DIVIDE


  • Ticker SDY
  • Sector ETFs
  • Industry ETFs
More about SDY
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