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 $5.42 Million. This represents 3.97% of its overall portfolio holdings.

Number of Shares

38,791

Previous 38,019 2.03%

Holding current value

$5.42 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

68.7M

Call Options Held

51K

Put Options Held

46.5K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
Sector ETFs
Industry ETFs

More about SDY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Forbes Financial Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Forbes Financial Planning, Inc. with notifications on news.

Account

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