Forum Financial Management, LP Spdr Series Tr Spdr S&P Divide Transaction History

Forum Financial Management, LP

  • $5.24 Billion
  • Q3 2024

A detailed history of Forum Financial Management, LP transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Forum Financial Management, LP holds 11,383 shares of SDY stock, worth $1.61 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
11,383
Previous 10,360 9.87%
Holding current value
$1.61 Million
Previous $1.32 Million 22.7%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 29, 2024
BUY
$125.95 - $142.04 $128,846 - $145,306
1,023 Added 9.87%
11,383 $1.62 Million
Q2 2024

Jul 30, 2024
SELL
$124.6 - $132.46 $170,702 - $181,470
-1,370 Reduced 11.68%
10,360 $1.32 Million
Q1 2024

May 09, 2024
BUY
$122.28 - $131.24 $161,898 - $173,761
1,324 Added 12.72%
11,730 $1.54 Million
Q4 2023

Feb 07, 2024
SELL
$110.2 - $125.58 $281,010 - $320,229
-2,550 Reduced 19.68%
10,406 $1.3 Million
Q3 2023

Nov 03, 2023
BUY
$115.01 - $127.58 $1,150 - $1,275
10 Added 0.08%
12,956 $1.49 Million
Q2 2023

Jul 26, 2023
SELL
$117.3 - $124.97 $6,334 - $6,748
-54 Reduced 0.42%
12,946 $1.59 Million
Q1 2023

Apr 19, 2023
SELL
$117.74 - $132.18 $3,061 - $3,436
-26 Reduced 0.2%
13,000 $1.61 Million
Q4 2022

Jan 24, 2023
BUY
$112.65 - $131.57 $1.18 Million - $1.38 Million
10,467 Added 409.03%
13,026 $0
Q3 2022

Nov 07, 2022
SELL
$111.5 - $132.34 $5,686 - $6,749
-51 Reduced 1.95%
2,559 $285,000
Q2 2022

Aug 15, 2022
BUY
$114.07 - $132.3 $1,140 - $1,323
10 Added 0.38%
2,610 $310,000
Q1 2022

May 16, 2022
SELL
$121.65 - $130.75 $47,565 - $51,123
-391 Reduced 13.07%
2,600 $333,000
Q4 2021

Feb 18, 2022
BUY
$118.81 - $129.12 $355,360 - $386,197
2,991 New
2,991 $386,000

Others Institutions Holding SDY

# of Institutions
1,251
Shares Held
69.7M
Call Options Held
43.4K
Put Options Held
18.7K
View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

SDY Quotes by TradingView
  • Ticker SDY
  • Sector ETFs
  • Industry ETFs
More about SDY
Track This Portfolio

Track Forum Financial Management, LP Portfolio

Follow Forum Financial Management, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forum Financial Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Forum Financial Management, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email