Financial Advocates Investment Management Spdr Series Tr Spdr S&P Divide Transaction History

Financial Advocates Investment Management

$1.71 Billion
Q4 2024

A detailed history of Financial Advocates Investment Management transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Financial Advocates Investment Management holds 74,837 shares of SDY stock, worth $10 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

74,837

Previous 500 14867.4%

Holding current value

$10 Million

Previous $71,000 13822.54%

% of portfolio

0.58%

Previous 0.0%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$131.66 - $144.0 $897,394 - $981,504	6,816 Added 10.02%	74,837 $9.89 Million
Q3 2024 Oct 25, 2024	SELL	$125.95 - $142.04 $15,491 - $17,470	-123 Reduced 0.18%	68,021 $9.66 Million
Q2 2024 Jul 26, 2024	BUY	$124.6 - $132.46 $591,600 - $628,920	4,748 Added 7.49%	68,144 $8.67 Million
Q1 2024 May 01, 2024	SELL	$122.28 - $131.24 $270,972 - $290,827	-2,216 Reduced 3.38%	63,396 $8.32 Million
Q4 2023 Feb 08, 2024	SELL	$110.2 - $125.58 $997,310 - $1.14 Million	-9,050 Reduced 12.12%	65,612 $8.2 Million
Q3 2023 Oct 27, 2023	SELL	$115.01 - $127.58 $396,899 - $440,278	-3,451 Reduced 4.42%	74,662 $8.59 Million
Q2 2023 Aug 07, 2023	BUY	$117.3 - $124.97 $682,216 - $726,825	5,816 Added 8.04%	78,113 $9.58 Million
Q1 2023 May 11, 2023	BUY	$117.74 - $132.18 $800,161 - $898,295	6,796 Added 10.38%	72,297 $8.94 Million
Q4 2022 Feb 14, 2023	BUY	$112.65 - $131.57 $2.17 Million - $2.53 Million	19,225 Added 41.54%	65,501 $8.19 Million
Q3 2022 Nov 14, 2022	BUY	$111.5 - $132.34 $112,392 - $133,398	1,008 Added 2.23%	46,276 $5.05 Million
Q2 2022 Aug 12, 2022	BUY	$114.07 - $132.3 $30,798 - $35,721	270 Added 0.6%	45,268 $5.37 Million
Q1 2022 May 11, 2022	BUY	$121.65 - $130.75 $1,459 - $1,569	12 Added 0.03%	44,998 $5.77 Million
Q4 2021 Feb 14, 2022	SELL	$118.81 - $129.12 $380,073 - $413,054	-3,199 Reduced 6.64%	44,986 $5.81 Million
Q3 2021 Nov 04, 2021	SELL	$117.12 - $125.76 $109,390 - $117,459	-934 Reduced 1.9%	48,185 $5.66 Million
Q2 2021 Aug 03, 2021	SELL	$118.74 - $127.47 $1.98 Million - $2.13 Million	-16,698 Reduced 25.37%	49,119 $6.01 Million
Q1 2021 May 10, 2021	SELL	$104.47 - $119.79 $890,920 - $1.02 Million	-8,528 Reduced 11.47%	65,817 $7.77 Million
Q4 2020 Feb 12, 2021	BUY	$91.76 - $107.36 $79,005 - $92,436	861 Added 1.17%	74,345 $7.89 Million
Q3 2020 Nov 04, 2020	SELL	$88.24 - $98.33 $864,134 - $962,945	-9,793 Reduced 11.76%	73,484 $6.79 Million
Q2 2020 Aug 14, 2020	SELL	$76.15 - $100.68 $151,157 - $199,849	-1,985 Reduced 2.33%	83,277 $7.59 Million
Q1 2020 Apr 29, 2020	BUY	$68.26 - $108.76 $1.23 Million - $1.97 Million	18,090 Added 26.93%	85,262 $6.81 Million
Q4 2019 Feb 13, 2020	BUY	$98.73 - $107.77 $1.05 Million - $1.15 Million	10,632 Added 18.8%	67,172 $7.23 Million
Q3 2019 Nov 13, 2019	SELL	$101.59 - $103.8 $101,386 - $103,592	-998 Reduced 1.73%	56,540 $5.8 Million
Q2 2019 Aug 08, 2019	SELL	N/A	-1,298 Reduced 2.21%	57,538 $5.8 Million
Q1 2019 May 16, 2019	SELL	N/A	-146 Reduced 0.25%	58,836 $5.85 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-85 Reduced 0.14%	58,982 $0
Q3 2018 Nov 14, 2018	BUY	N/A	4,535 Added 8.32%	59,067 $0
Q2 2018 Aug 09, 2018	BUY	N/A	6,690 Added 13.98%	54,532 $5.05 Million
Q1 2018 May 11, 2018	BUY	N/A	2,959 Added 6.59%	47,842 $4.36 Million
Q4 2017 Feb 15, 2018	BUY	N/A	44,883	44,883 $4.24 Million

Others Institutions Holding SDY

# of Institutions

1,272

Shares Held

68M

Call Options Held

51K

Put Options Held

46K

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Financial Advocates Investment Management Spdr Series Tr Spdr S&P Divide Transaction History