Horst & Graben Wealth Management LLC Spdr Series Tr Spdr S&P Divide Transaction History

Horst & Graben Wealth Management LLC

$479 Million
Q1 2024

A detailed history of Horst & Graben Wealth Management LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Horst & Graben Wealth Management LLC holds 5,082 shares of SDY stock, worth $643,025. This represents 0.14% of its overall portfolio holdings.

Number of Shares

5,082

Previous 5,578 8.89%

Holding current value

$643,025

Previous $697,000 4.45%

% of portfolio

0.14%

Previous 0.15%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	SELL	$122.28 - $131.24 $60,650 - $65,095	-496 Reduced 8.89%	5,082 $666,000
Q4 2023 Jan 29, 2024	SELL	$110.2 - $125.58 $129,595 - $147,682	-1,176 Reduced 17.41%	5,578 $697,000
Q3 2023 Oct 24, 2023	SELL	$115.01 - $127.58 $106,499 - $118,139	-926 Reduced 12.06%	6,754 $776,000
Q2 2023 Jul 25, 2023	SELL	$117.3 - $124.97 $220,289 - $234,693	-1,878 Reduced 19.65%	7,680 $941,000
Q1 2023 Apr 28, 2023	BUY	$117.74 - $132.18 $2,001 - $2,247	17 Added 0.18%	9,558 $1.18 Million

Q4 2022 Jan 24, 2023	BUY	$121.48 - $131.57 $32,192 - $34,866	265 Added 2.86%	9,541 $0
Q3 2022 Oct 24, 2022	SELL	N/A	-629 Reduced 6.35%	9,276 $1.03 Million
Q2 2022 Aug 01, 2022	BUY	N/A	176 Added 1.81%	9,905 $1.18 Million
Q1 2022 Apr 27, 2022	BUY	N/A	446 Added 4.8%	9,729 $1.25 Million
Q4 2021 Jan 20, 2022	SELL	N/A	-3,176 Reduced 25.49%	9,283 $1.2 Million
Q3 2021 Nov 02, 2021	BUY	N/A	35 Added 0.28%	12,459 $1.47 Million
Q2 2021 Jul 20, 2021	BUY	N/A	584 Added 4.93%	12,424 $1.52 Million
Q1 2021 Apr 20, 2021	BUY	N/A	660 Added 5.9%	11,840 $1.4 Million
Q4 2020 Jan 12, 2021	BUY	N/A	88 Added 0.79%	11,180 $1.18 Million
Q3 2020 Oct 13, 2020	SELL	N/A	-708 Reduced 6.0%	11,092 $1.03 Million
Q2 2020 Jul 29, 2020	BUY	N/A	57 Added 0.49%	11,800 $1.08 Million
Q1 2020 Jul 29, 2020	BUY	N/A	11,743 New	11,743 $938,000

Others Institutions Holding SDY

# of Institutions

1,195

Shares Held

70.3M

Call Options Held

99.8K

Put Options Held

17.5K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
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Horst & Graben Wealth Management LLC Spdr Series Tr Spdr S&P Divide Transaction History