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

Hhm Wealth Advisors, LLC

  • $728 Million
  • Q4 2024

A detailed history of Hhm Wealth Advisors, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 6,575 shares of SDY stock, worth $882,956. This represents 0.12% of its overall portfolio holdings.

Number of Shares
6,575
Previous 6,428 2.29%
Holding current value
$882,956
Previous $913,000 4.93%
% of portfolio
0.12%
Previous 0.13%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$131.66 - $144.0 $19,354 - $21,168
147 Added 2.29%
6,575 $868,000
Q4 2023

Feb 05, 2024
SELL
$110.2 - $125.58 $7,824 - $8,916
-71 Reduced 1.09%
6,428 $803,000
Q1 2023

May 02, 2023
BUY
$117.74 - $132.18 $14,246 - $15,993
121 Added 1.9%
6,499 $803,000
Q2 2022

Aug 08, 2022
SELL
$114.07 - $132.3 $58,746 - $68,134
-515 Reduced 7.47%
6,378 $757,000
Q1 2020

May 12, 2020
SELL
$68.26 - $108.76 $12,355 - $19,685
-181 Reduced 2.56%
6,893 $550,000
Q4 2019

Feb 12, 2020
SELL
$98.73 - $107.77 $17,968 - $19,614
-182 Reduced 2.51%
7,074 $761,000
Q1 2019

May 14, 2019
BUY
N/A
363 Added 5.27%
7,256 $721,000
Q4 2018

Feb 13, 2019
BUY
N/A
6,893 New
6,893 $617,000

Others Institutions Holding SDY

# of Institutions
1,319
Shares Held
73.7M
Call Options Held
42.1K
Put Options Held
37.4K
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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