Financial Synergies Wealth Advisors, Inc. Spdr Series Tr Spdr S&P Divide Transaction History

Financial Synergies Wealth Advisors, Inc.

  • $805 Billion
  • Q3 2024

A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 1,500 shares of SDY stock, worth $199,020. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,500
Holding current value
$199,020
% of portfolio
0.03%

Shares

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

Oct 07, 2024
BUY
$125.95 - $142.04 $188,925 - $213,060
1,500 New
1,500 $213 Million
Q1 2024

Apr 12, 2024
BUY
$122.28 - $131.24 $25,189 - $27,035
206 Added 15.92%
1,500 $197 Million
Q4 2023

Apr 04, 2024
SELL
$110.2 - $125.58 $22,701 - $25,869
-206 Reduced 13.73%
1,294 $162 Million
Q2 2023

Apr 04, 2024
BUY
$117.3 - $124.97 $24,163 - $25,743
206 Added 15.92%
1,500 $184 Million
Q3 2022

Apr 04, 2024
BUY
$111.5 - $132.34 $29,436 - $34,937
264 Added 25.63%
1,294 $144 Million
Q2 2022

Apr 04, 2024
BUY
$114.07 - $132.3 $117,492 - $136,269
1,030 New
1,030 $122 Million

Others Institutions Holding SDY

# of Institutions
1,264
Shares Held
68.8M
Call Options Held
51K
Put Options Held
46.5K
View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

SDY Quotes by TradingView
  • Ticker SDY
  • Sector ETFs
  • Industry ETFs
More about SDY
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