Geo Wealth Management, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Geo Wealth Management, LLC

$2.73 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 12, 2021	SELL	$117.12 - $125.76 $4.92 Million - $5.28 Million	-41,999 Closed	0 $0
Q2 2021 Aug 17, 2021	BUY	$118.74 - $127.47 $631,815 - $678,267	5,321 Added 14.51%	41,999 $5.13 Million
Q1 2021 May 13, 2021	BUY	$104.47 - $119.79 $833,879 - $956,163	7,982 Added 27.82%	36,678 $4.33 Million
Q4 2020 Feb 12, 2021	BUY	$91.76 - $107.36 $2.63 Million - $3.08 Million	28,696 New	28,696 $3.04 Million
Q1 2020 May 13, 2020	SELL	$68.26 - $108.76 $319,115 - $508,453	-4,675 Closed	0 $0
Q4 2019 Feb 13, 2020	SELL	$98.73 - $107.77 $26,558 - $28,990	-269 Reduced 5.44%	4,675 $503,000
Q3 2019 Nov 14, 2019	BUY	$101.59 - $103.8 $146,695 - $149,887	1,444 Added 41.26%	4,944 $507,000
Q2 2019 Aug 13, 2019	BUY	N/A	3,500 New	3,500 $353,000

Others Institutions Holding SDY

# of Institutions

1,264

Shares Held

68.7M

Call Options Held

51K

Put Options Held

46.5K

About SPDR SERIES TR SPDR S&P DIVIDE

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