Graves Light Lenhart Wealth, Inc. Spdr Series Tr Spdr S&P Divide Transaction History

Graves Light Lenhart Wealth, Inc.

$809 Million
Q1 2025

A detailed history of Graves Light Lenhart Wealth, Inc. transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Graves Light Lenhart Wealth, Inc. holds 191,308 shares of SDY stock, worth $25.1 Million. This represents 3.18% of its overall portfolio holdings.

Number of Shares

191,308

Previous 192,403 0.57%

Holding current value

$25.1 Million

Previous $25.4 Million 1.08%

% of portfolio

3.18%

Previous 3.17%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	SELL	$128.74 - $138.67 $140,970 - $151,843	-1,095 Reduced 0.57%	191,308 $25.7 Million
Q4 2024 Jan 13, 2025	SELL	$131.66 - $144.0 $198,279 - $216,864	-1,506 Reduced 0.78%	192,403 $25.4 Million
Q3 2024 Nov 14, 2024	SELL	$125.95 - $142.04 $5.57 Million - $6.29 Million	-44,255 Reduced 18.58%	193,909 $27.5 Million
Q2 2024 Aug 14, 2024	BUY	$124.6 - $132.46 $175,187 - $186,238	1,406 Added 0.59%	238,164 $30.3 Million
Q1 2024 May 13, 2024	SELL	$122.28 - $131.24 $305,455 - $327,837	-2,498 Reduced 1.04%	236,758 $31.1 Million
Q4 2023 Feb 09, 2024	BUY	$110.2 - $125.58 $155,271 - $176,942	1,409 Added 0.59%	239,256 $29.9 Million
Q3 2023 Nov 13, 2023	BUY	$115.01 - $127.58 $58,195 - $64,555	506 Added 0.21%	237,847 $27.4 Million
Q2 2023 Aug 14, 2023	BUY	$117.3 - $124.97 $372,427 - $396,779	3,175 Added 1.36%	237,341 $29.1 Million
Q1 2023 May 15, 2023	BUY	$117.74 - $132.18 $239,247 - $268,589	2,032 Added 0.88%	234,166 $29 Million
Q4 2022 Feb 14, 2023	BUY	$112.65 - $131.57 $253,011 - $295,506	2,246 Added 0.98%	232,134 $29 Million
Q3 2022 Nov 14, 2022	SELL	$111.5 - $132.34 $181,410 - $215,317	-1,627 Reduced 0.7%	229,888 $25.6 Million
Q2 2022 Aug 15, 2022	BUY	$114.07 - $132.3 $107,682 - $124,891	944 Added 0.41%	231,515 $27.5 Million
Q1 2022 May 13, 2022	BUY	$121.65 - $130.75 $276,145 - $296,802	2,270 Added 0.99%	230,571 $29.5 Million
Q4 2021 Feb 14, 2022	BUY	$118.81 - $129.12 $257,936 - $280,319	2,171 Added 0.96%	228,301 $29.5 Million
Q3 2021 Nov 15, 2021	BUY	$117.12 - $125.76 $227,681 - $244,477	1,944 Added 0.87%	226,130 $26.6 Million
Q2 2021 Jul 12, 2021	BUY	$118.74 - $127.47 $72,550 - $77,884	611 Added 0.27%	224,186 $27.4 Million
Q1 2021 Apr 09, 2021	BUY	$104.47 - $119.79 $249,787 - $286,417	2,391 Added 1.08%	223,575 $26.4 Million
Q4 2020 Feb 04, 2021	BUY	$91.76 - $107.36 $46,430 - $54,324	506 Added 0.23%	221,184 $23.4 Million
Q3 2020 Nov 10, 2020	SELL	$88.24 - $98.33 $37,854 - $42,183	-429 Reduced 0.19%	220,678 $20.4 Million
Q2 2020 Jul 31, 2020	BUY	$76.15 - $100.68 $400,092 - $528,972	5,254 Added 2.43%	221,107 $20.2 Million
Q1 2020 Apr 29, 2020	BUY	$68.26 - $108.76 $158,226 - $252,105	2,318 Added 1.09%	215,853 $17.2 Million
Q4 2019 Jan 21, 2020	SELL	$98.73 - $107.77 $119,759 - $130,725	-1,213 Reduced 0.56%	213,535 $23 Million
Q3 2019 Nov 12, 2019	BUY	$101.59 - $103.8 $400,670 - $409,387	3,944 Added 1.87%	214,748 $22.4 Million
Q2 2019 May 10, 2024	SELL	N/A	-28,452 Reduced 11.89%	210,804 $0
Q2 2019 Jul 24, 2019	BUY	N/A	667 Added 0.32%	210,804 $21.3 Million
Q1 2019 May 10, 2024	SELL	N/A	-29,119 Reduced 12.17%	210,137 $0
Q1 2019 Apr 11, 2019	BUY	N/A	5,980 Added 2.93%	210,137 $20.9 Million
Q4 2018 Jan 28, 2019	BUY	N/A	204,157 New	204,157 $18.3 Million

Others Institutions Holding SDY

# of Institutions

1,318

Shares Held

72.8M

Call Options Held

42.1K

Put Options Held

37.4K

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 Graves Light Lenhart Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Graves Light Lenhart Wealth, Inc. with notifications on news.

Account

Graves Light Lenhart Wealth, Inc. Spdr Series Tr Spdr S&P Divide Transaction History