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 $205,197. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,485
Holding current value
$205,197
% 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
Track This Portfolio

Track Everhart Financial Group, Inc. Portfolio

Follow Everhart Financial Group, Inc. 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 Everhart Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Everhart Financial Group, Inc. with notifications on news.