Forbes Financial Planning, Inc. Spdr Series Tr Spdr S&P Divide Transaction History

Forbes Financial Planning, Inc.

$139 Million
Q3 2024

A detailed history of Forbes Financial Planning, Inc. transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Forbes Financial Planning, Inc. holds 38,791 shares of SDY stock, worth $5.16 Million. This represents 3.97% of its overall portfolio holdings.

Number of Shares

38,791

Previous 38,019 2.03%

Holding current value

$5.16 Million

Previous $4.84 Million 13.94%

% of portfolio

3.97%

Previous 3.8%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	BUY	$125.95 - $142.04 $97,233 - $109,654	772 Added 2.03%	38,791 $5.51 Million
Q2 2024 Jul 25, 2024	BUY	$124.6 - $132.46 $70,772 - $75,237	568 Added 1.52%	38,019 $4.84 Million
Q1 2024 Apr 29, 2024	BUY	$122.28 - $131.24 $143,434 - $153,944	1,173 Added 3.23%	37,451 $4.92 Million
Q4 2023 Feb 13, 2024	BUY	$110.2 - $125.58 $179,515 - $204,569	1,629 Added 4.7%	36,278 $4.53 Million
Q3 2023 Nov 07, 2023	BUY	$115.01 - $127.58 $48,304 - $53,583	420 Added 1.23%	34,649 $3.98 Million
Q2 2023 Aug 08, 2023	BUY	$117.3 - $124.97 $30,732 - $32,742	262 Added 0.77%	34,229 $4.2 Million
Q1 2023 May 04, 2023	BUY	$117.74 - $132.18 $1.9 Million - $2.13 Million	16,127 Added 90.4%	33,967 $4.2 Million
Q3 2022 Oct 21, 2022	BUY	$111.5 - $132.34 $689,962 - $818,919	6,188 Added 53.11%	17,840 $1.99 Million
Q2 2022 Aug 15, 2022	BUY	$114.07 - $132.3 $542,973 - $629,748	4,760 Added 69.07%	11,652 $1.38 Million
Q1 2022 May 13, 2022	BUY	$121.65 - $130.75 $121 - $130	1 Added 0.01%	6,892 $884,000
Q4 2021 Feb 18, 2022	BUY	$118.81 - $129.12 $818,719 - $889,765	6,891 New	6,891 $890,000

Others Institutions Holding SDY

# of Institutions

1,264

Shares Held

68.8M

Call Options Held

51K

Put Options Held

46.5K

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About SPDR SERIES TR SPDR S&P DIVIDE

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Forbes Financial Planning, Inc. Spdr Series Tr Spdr S&P Divide Transaction History