Ever Source Wealth Advisors, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Ever Source Wealth Advisors, LLC

$1.5 Billion
Q2 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 28,441 shares of SDY stock, worth $3.93 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

28,441

Previous 27,184 4.62%

Holding current value

$3.93 Million

Previous $3.57 Million 1.4%

% of portfolio

0.24%

Previous 0.29%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$124.6 - $132.46 $156,622 - $166,502	1,257 Added 4.62%	28,441 $3.62 Million
Q1 2024 Jun 11, 2024	BUY	$122.28 - $131.24 $232,332 - $249,356	1,900 Added 7.51%	27,184 $3.57 Million
Q4 2023 Feb 09, 2024	SELL	$110.2 - $125.58 $252,578 - $287,829	-2,292 Reduced 8.31%	25,284 $3.16 Million
Q3 2023 Nov 03, 2023	SELL	$115.01 - $127.58 $260,267 - $288,713	-2,263 Reduced 7.58%	27,576 $3.17 Million
Q2 2023 Aug 04, 2023	BUY	$117.3 - $124.97 $63,224 - $67,358	539 Added 1.84%	29,839 $3.66 Million
Q1 2023 May 11, 2023	BUY	$117.74 - $132.18 $168,721 - $189,413	1,433 Added 5.14%	29,300 $3.62 Million
Q4 2022 Feb 09, 2023	SELL	$112.65 - $131.57 $29,063 - $33,945	-258 Reduced 0.92%	27,867 $3.49 Million
Q3 2022 Nov 07, 2022	BUY	$111.5 - $132.34 $143,054 - $169,792	1,283 Added 4.78%	28,125 $3.14 Million
Q2 2022 Aug 01, 2022	BUY	$114.07 - $132.3 $635,141 - $736,646	5,568 Added 26.17%	26,842 $3.19 Million
Q1 2022 May 25, 2022	BUY	$121.65 - $130.75 $283,566 - $304,778	2,331 Added 12.31%	21,274 $2.73 Million
Q4 2021 Feb 07, 2022	BUY	$118.81 - $129.12 $2.25 Million - $2.45 Million	18,943 New	18,943 $2.45 Million

Others Institutions Holding SDY

# of Institutions

1,236

Shares Held

69.8M

Call Options Held

43.4K

Put Options Held

18.7K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
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Ever Source Wealth Advisors, LLC Spdr Series Tr Spdr S&P Divide Transaction History