Garrett Investment Advisors LLC Spdr Series Tr Spdr S&P Divide Transaction History

Garrett Investment Advisors LLC

  • $924 Million
  • Q3 2024

A detailed history of Garrett Investment Advisors LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Garrett Investment Advisors LLC holds 2,622 shares of SDY stock, worth $347,886. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,622
Previous 2,898 9.52%
Holding current value
$347,886
Previous $368,000 1.09%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Oct 17, 2024
SELL
$125.95 - $142.04 $34,762 - $39,203
-276 Reduced 9.52%
2,622 $372,000
Q2 2024

Jul 10, 2024
BUY
$124.6 - $132.46 $127,465 - $135,506
1,023 Added 54.56%
2,898 $368,000
Q4 2023

Jan 05, 2024
SELL
$110.2 - $125.58 $166,842 - $190,128
-1,514 Reduced 44.67%
1,875 $234,000
Q3 2023

Oct 13, 2023
BUY
$115.01 - $127.58 $51,524 - $57,155
448 Added 15.23%
3,389 $389,000
Q1 2023

Apr 04, 2023
SELL
$117.74 - $132.18 $49,686 - $55,779
-422 Reduced 12.55%
2,941 $363,000
Q4 2022

Jan 09, 2023
BUY
$112.65 - $131.57 $47,538 - $55,522
422 Added 14.35%
3,363 $0
Q3 2022

Oct 18, 2022
BUY
$111.5 - $132.34 $63,109 - $74,904
566 Added 23.83%
2,941 $328,000
Q2 2022

Jul 27, 2022
BUY
$114.07 - $132.3 $22,928 - $26,592
201 Added 9.25%
2,375 $282,000
Q4 2021

Jan 14, 2022
BUY
$118.81 - $129.12 $258,292 - $280,706
2,174 New
2,174 $281,000

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

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  • Ticker SDY
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