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

Hb Wealth Management, LLC

  • $9.29 Billion
  • Q3 2024

A detailed history of Hb Wealth Management, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Hb Wealth Management, LLC holds 90,514 shares of SDY stock, worth $12.1 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
90,514
Previous 95,000 4.72%
Holding current value
$12.1 Million
Previous $12.1 Million 6.41%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Oct 15, 2024
SELL
$125.95 - $142.04 $565,011 - $637,191
-4,486 Reduced 4.72%
90,514 $12.9 Million
Q2 2024

Jul 26, 2024
SELL
$124.6 - $132.46 $488,556 - $519,375
-3,921 Reduced 3.96%
95,000 $12.1 Million
Q1 2024

Apr 30, 2024
SELL
$122.28 - $131.24 $85,229 - $91,474
-697 Reduced 0.7%
98,921 $13 Million
Q4 2023

Jan 16, 2024
SELL
$110.2 - $125.58 $1.73 Million - $1.97 Million
-15,720 Reduced 13.63%
99,618 $12.4 Million
Q3 2023

Oct 13, 2023
SELL
$115.01 - $127.58 $840,953 - $932,864
-7,312 Reduced 5.96%
115,338 $13.3 Million
Q2 2023

Jul 13, 2023
SELL
$117.3 - $124.97 $688,081 - $733,074
-5,866 Reduced 4.56%
122,650 $15 Million
Q1 2023

Apr 13, 2023
SELL
$117.74 - $132.18 $57,928 - $65,032
-492 Reduced 0.38%
128,516 $15.9 Million
Q4 2022

Jan 20, 2023
BUY
$112.65 - $131.57 $74,799 - $87,362
664 Added 0.52%
129,008 $0
Q3 2022

Oct 19, 2022
SELL
$111.5 - $132.34 $325,580 - $386,432
-2,920 Reduced 2.22%
128,344 $14.3 Million
Q2 2022

Jul 15, 2022
BUY
$114.07 - $132.3 $507,953 - $589,131
4,453 Added 3.51%
131,264 $15.6 Million
Q1 2022

May 16, 2022
BUY
$121.65 - $130.75 $8.77 Million - $9.43 Million
72,092 Added 131.75%
126,811 $16.2 Million
Q4 2021

Feb 15, 2022
BUY
$118.81 - $129.12 $6.5 Million - $7.07 Million
54,719 New
54,719 $7.07 Million

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

SDY Quotes by TradingView
  • Ticker SDY
  • Sector ETFs
  • Industry ETFs
More about SDY
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