Heritage Financial Services, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Heritage Financial Services, LLC

  • $732 Million
  • Q3 2024

A detailed history of Heritage Financial Services, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Heritage Financial Services, LLC holds 6,015 shares of SDY stock, worth $855,994. This represents 0.12% of its overall portfolio holdings.

Number of Shares
6,015
Previous 6,015 -0.0%
Holding current value
$855,994
Previous $764,000 11.78%
% of portfolio
0.12%
Previous 0.11%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 02, 2024
SELL
$110.2 - $125.58 $61,161 - $69,696
-555 Reduced 8.45%
6,015 $751,000
Q3 2023

Oct 19, 2023
SELL
$115.01 - $127.58 $37,953 - $42,101
-330 Reduced 4.78%
6,570 $755,000
Q2 2023

Jul 31, 2023
SELL
$117.3 - $124.97 $11,730 - $12,497
-100 Reduced 1.43%
6,900 $845,000
Q1 2023

May 10, 2023
BUY
$117.74 - $132.18 $11,774 - $13,218
100 Added 1.45%
7,000 $865,000
Q1 2022

Aug 30, 2022
SELL
$121.65 - $130.75 $10,340 - $11,113
-85 Reduced 1.22%
6,900 $883,000
Q4 2021

Aug 26, 2022
BUY
$118.81 - $129.12 $829,887 - $901,903
6,985 New
6,985 $901,000

Others Institutions Holding SDY

# of Institutions
1,264
Shares Held
68.7M
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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