Houlihan Financial Resource Group, Ltd. Spdr Series Tr Spdr S&P Divide Transaction History

Houlihan Financial Resource Group, Ltd.

$223 Million
Q1 2025

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 40,630 shares of SDY stock, worth $5.68 Million. This represents 2.48% of its overall portfolio holdings.

Number of Shares

40,630

Previous 41,998 3.26%

Holding current value

$5.68 Million

Previous $5.55 Million 0.63%

% of portfolio

2.48%

Previous 2.37%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$128.74 - $138.67 $176,116 - $189,700	-1,368 Reduced 3.26%	40,630 $5.51 Million
Q4 2024 Feb 11, 2025	BUY	$131.66 - $144.0 $6,714 - $7,344	51 Added 0.12%	41,998 $5.55 Million
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

# of Institutions

1,323

Shares Held

70.9M

Call Options Held

48.3K

Put Options Held

39.7K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

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Houlihan Financial Resource Group, Ltd. Spdr Series Tr Spdr S&P Divide Transaction History