Great Point Wealth Advisors, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Great Point Wealth Advisors, LLC

$459 Million
Q3 2024

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 22, 2024	SELL	$110.2 - $125.58 $134,223 - $152,956	-1,218 Reduced 6.56%	17,337 $2.17 Million
Q3 2023 Oct 13, 2023	SELL	$115.01 - $127.58 $9,085 - $10,078	-79 Reduced 0.42%	18,555 $2.13 Million
Q2 2023 Aug 02, 2023	SELL	$117.3 - $124.97 $18,885 - $20,120	-161 Reduced 0.86%	18,634 $2.28 Million
Q1 2023 May 12, 2023	BUY	$117.74 - $132.18 $14,011 - $15,729	119 Added 0.64%	18,795 $2.33 Million
Q4 2022 Feb 07, 2023	SELL	$112.65 - $131.57 $11,152 - $13,025	-99 Reduced 0.53%	18,676 $2.34 Million
Q3 2022 Nov 09, 2022	SELL	$111.5 - $132.34 $54,077 - $64,184	-485 Reduced 2.52%	18,775 $2.09 Million
Q2 2022 Aug 25, 2022	SELL	$114.07 - $132.3 $29,201 - $33,868	-256 Reduced 1.31%	19,260 $2.29 Million
Q1 2022 May 03, 2022	SELL	$121.65 - $130.75 $78,099 - $83,941	-642 Reduced 3.18%	19,516 $2.5 Million
Q4 2021 Feb 09, 2022	SELL	$118.81 - $129.12 $61,900 - $67,271	-521 Reduced 2.52%	20,158 $2.6 Million
Q3 2021 Nov 03, 2021	SELL	$117.12 - $125.76 $153,427 - $164,745	-1,310 Reduced 5.96%	20,679 $2.43 Million
Q2 2021 Aug 12, 2021	SELL	$118.74 - $127.47 $113,277 - $121,606	-954 Reduced 4.16%	21,989 $2.69 Million
Q1 2021 May 11, 2021	SELL	$104.47 - $119.79 $600,075 - $688,073	-5,744 Reduced 20.02%	22,943 $2.71 Million
Q4 2020 Jan 29, 2021	SELL	$91.76 - $107.36 $118,186 - $138,279	-1,288 Reduced 4.3%	28,687 $3.04 Million
Q2 2020 Jul 24, 2020	SELL	$76.15 - $100.68 $45,233 - $59,803	-594 Reduced 1.94%	29,975 $2.73 Million
Q1 2020 May 13, 2020	SELL	$68.26 - $108.76 $1.11 Million - $1.77 Million	-16,283 Reduced 34.75%	30,569 $2.44 Million
Q4 2019 Feb 28, 2020	SELL	$98.73 - $107.77 $146,614 - $160,038	-1,485 Reduced 3.07%	46,852 $5.04 Million
Q3 2019 Oct 17, 2019	SELL	$101.59 - $103.8 $1.33 Million - $1.36 Million	-13,059 Reduced 21.27%	48,337 $4.96 Million
Q2 2019 Aug 06, 2019	SELL	N/A	-5,484 Reduced 8.2%	61,396 $6.19 Million
Q1 2019 May 15, 2019	SELL	N/A	-14,755 Reduced 18.07%	66,880 $6.65 Million
Q4 2018 Feb 14, 2019	BUY	N/A	81,635 New	81,635 $7.31 Million

Others Institutions Holding SDY

# of Institutions

1,264

Shares Held

68.7M

Call Options Held

51K

Put Options Held

46.5K

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