Glassman Wealth Services Spdr Series Tr Spdr S&P Divide Transaction History

Glassman Wealth Services

  • $596 Million
  • Q1 2025

A detailed history of Glassman Wealth Services transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Glassman Wealth Services holds 6,003 shares of SDY stock, worth $804,221. This represents 0.14% of its overall portfolio holdings.

Number of Shares
6,003
Previous 6,003 -0.0%
Holding current value
$804,221
Previous $792,000 2.78%
% of portfolio
0.14%
Previous 0.13%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
BUY
$124.6 - $132.46 $101,175 - $107,557
812 Added 15.64%
6,003 $763,000
Q1 2024

May 03, 2024
SELL
$122.28 - $131.24 $23,844 - $25,591
-195 Reduced 3.62%
5,191 $681,000
Q4 2023

Feb 09, 2024
BUY
$110.2 - $125.58 $33,390 - $38,050
303 Added 5.96%
5,386 $673,000
Q3 2023

Nov 13, 2023
BUY
$115.01 - $127.58 $48,304 - $53,583
420 Added 9.01%
5,083 $584,000
Q2 2023

Aug 08, 2023
BUY
$117.3 - $124.97 $5,982 - $6,373
51 Added 1.11%
4,663 $571,000
Q1 2023

May 04, 2023
SELL
$117.74 - $132.18 $48,508 - $54,458
-412 Reduced 8.2%
4,612 $570,000
Q2 2022

Aug 04, 2022
SELL
$114.07 - $132.3 $48,707 - $56,492
-427 Reduced 7.83%
5,024 $596,000
Q1 2022

Aug 23, 2022
BUY
$121.65 - $130.75 $50,119 - $53,869
412 Added 8.18%
5,451 $698,000
Q1 2022

Apr 14, 2022
SELL
$121.65 - $130.75 $10,948 - $11,767
-90 Reduced 1.75%
5,039 $645,000
Q4 2021

Feb 14, 2022
SELL
$118.81 - $129.12 $48,949 - $53,197
-412 Reduced 7.44%
5,129 $662,000
Q3 2021

Nov 10, 2021
BUY
$117.12 - $125.76 $117 - $125
1 Added 0.02%
5,541 $651,000
Q1 2021

May 05, 2021
BUY
$104.47 - $119.79 $9,402 - $10,781
90 Added 1.65%
5,540 $654,000
Q4 2020

Feb 04, 2021
BUY
$91.76 - $107.36 $275 - $322
3 Added 0.06%
5,450 $577,000
Q3 2020

Nov 09, 2020
BUY
$88.24 - $98.33 $352 - $393
4 Added 0.07%
5,447 $503,000
Q2 2020

Aug 06, 2020
BUY
$76.15 - $100.68 $228 - $302
3 Added 0.06%
5,443 $496,000
Q1 2020

May 12, 2020
BUY
$68.26 - $108.76 $1,569 - $2,501
23 Added 0.42%
5,440 $434,000
Q1 2019

May 10, 2019
SELL
N/A
-811 Reduced 13.02%
5,417 $539,000
Q1 2018

May 01, 2018
SELL
N/A
-498 Reduced 7.4%
6,228 $568,000
Q2 2017

Aug 09, 2017
BUY
N/A
6,726
6,726 $598,000

Others Institutions Holding SDY

# of Institutions
1,320
Shares Held
71.4M
Call Options Held
48.3K
Put Options Held
39.7K
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 Glassman Wealth Services Portfolio

Follow Glassman Wealth Services 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 Glassman Wealth Services, based on Form 13F filings with the SEC.

News

Stay updated on Glassman Wealth Services with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email