A detailed history of Houlihan Financial Resource Group, Ltd. transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Houlihan Financial Resource Group, Ltd. holds 41,947 shares of SDY stock, worth $5.8 Million. This represents 2.46% of its overall portfolio holdings.

Number of Shares
41,947
Previous 41,850 0.23%
Holding current value
$5.8 Million
Previous $5.32 Million 11.95%
% of portfolio
2.46%
Previous 3.63%

Shares

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

Nov 01, 2024

BUY
$125.95 - $142.04 $12,217 - $13,777
97 Added 0.23%
41,947 $5.96 Million
Q2 2024

Jul 31, 2024

BUY
$124.6 - $132.46 $373 - $397
3 Added 0.01%
41,850 $5.32 Million
Q1 2024

May 06, 2024

SELL
$122.28 - $131.24 $118,244 - $126,909
-967 Reduced 2.26%
41,847 $5.49 Million
Q4 2023

Feb 14, 2024

BUY
$110.2 - $125.58 $39,672 - $45,208
360 Added 0.85%
42,814 $5.35 Million
Q3 2023

Nov 09, 2023

SELL
$115.01 - $127.58 $132 Million - $146 Million
-1,143,489 Reduced 96.42%
42,454 $4.83 Million
Q2 2023

Aug 02, 2023

BUY
$117.3 - $124.97 $134 Million - $143 Million
1,144,098 Added 2734.13%
1,185,943 $145 Million
Q1 2023

May 11, 2023

SELL
$117.74 - $132.18 $94,427 - $106,008
-802 Reduced 1.88%
41,845 $5.18 Million
Q4 2022

Feb 14, 2023

BUY
$112.65 - $131.57 $71,532 - $83,546
635 Added 1.51%
42,647 $5.38 Million
Q3 2022

Dec 13, 2022

BUY
$111.5 - $132.34 $346,653 - $411,445
3,109 Added 7.99%
42,012 $4.99 Million
Q3 2020

Nov 13, 2020

SELL
$88.24 - $98.33 $236,306 - $263,327
-2,678 Reduced 6.44%
38,903 $4.02 Million
Q1 2020

May 01, 2020

BUY
$68.26 - $108.76 $42,389 - $67,539
621 Added 1.52%
41,581 $3.32 Million
Q4 2019

Feb 11, 2020

BUY
$98.73 - $107.77 $4.04 Million - $4.41 Million
40,960 New
40,960 $4.41 Million

Others Institutions Holding SDY

About SPDR SERIES TR SPDR S&P DIVIDE


  • Ticker SDY
  • Sector ETFs
  • Industry ETFs
More about SDY
Track This Portfolio

Track Houlihan Financial Resource Group, Ltd. Portfolio

Follow Houlihan Financial Resource Group, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Houlihan Financial Resource Group, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Houlihan Financial Resource Group, Ltd. with notifications on news.