Howard Wealth Management, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Howard Wealth Management, LLC

$171 Million
Q3 2024

A detailed history of Howard Wealth Management, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Howard Wealth Management, LLC holds 9,503 shares of SDY stock, worth $1.27 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares

9,503

Previous 9,616 1.18%

Holding current value

$1.27 Million

Previous $1.22 Million 10.39%

% of portfolio

0.79%

Previous 0.96%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$125.95 - $142.04 $14,232 - $16,050	-113 Reduced 1.18%	9,503 $1.35 Million
Q2 2024 Aug 02, 2024	BUY	$124.6 - $132.46 $25,916 - $27,551	208 Added 2.21%	9,616 $1.22 Million
Q1 2024 May 06, 2024	SELL	$122.28 - $131.24 $80,093 - $85,962	-655 Reduced 6.51%	9,408 $1.23 Million
Q4 2023 Feb 07, 2024	SELL	$110.2 - $125.58 $4,077 - $4,646	-37 Reduced 0.37%	10,063 $1.26 Million
Q3 2023 Nov 01, 2023	SELL	$115.01 - $127.58 $4,945 - $5,485	-43 Reduced 0.42%	10,100 $1.16 Million
Q2 2023 Aug 01, 2023	SELL	$117.3 - $124.97 $18,650 - $19,870	-159 Reduced 1.54%	10,143 $1.24 Million
Q1 2023 May 04, 2023	SELL	$117.74 - $132.18 $25,314 - $28,418	-215 Reduced 2.04%	10,302 $1.27 Million
Q4 2022 Jan 26, 2023	BUY	$112.65 - $131.57 $6,195 - $7,236	55 Added 0.53%	10,517 $0
Q3 2022 Nov 01, 2022	BUY	$111.5 - $132.34 $1.17 Million - $1.38 Million	10,462 New	10,462 $1.17 Million
Q2 2022 Aug 09, 2022	SELL	$114.07 - $132.3 $1.19 Million - $1.38 Million	-10,397 Closed	0 $0
Q1 2022 Apr 20, 2022	SELL	$121.65 - $130.75 $5,352 - $5,753	-44 Reduced 0.42%	10,397 $1.33 Million
Q4 2021 Jan 18, 2022	BUY	$118.81 - $129.12 $3,564 - $3,873	30 Added 0.29%	10,441 $1.35 Million
Q3 2021 Oct 19, 2021	SELL	$117.12 - $125.76 $11,712 - $12,576	-100 Reduced 0.95%	10,411 $1.22 Million
Q2 2021 Jul 27, 2021	SELL	$118.74 - $127.47 $593 - $637	-5 Reduced 0.05%	10,511 $1.29 Million
Q1 2021 Apr 23, 2021	SELL	$104.47 - $119.79 $8,879 - $10,182	-85 Reduced 0.8%	10,516 $1.24 Million
Q4 2020 Feb 02, 2021	BUY	$91.76 - $107.36 $4,588 - $5,368	50 Added 0.47%	10,601 $1.12 Million
Q3 2020 Oct 29, 2020	SELL	$88.24 - $98.33 $37,060 - $41,298	-420 Reduced 3.83%	10,551 $974,000
Q2 2020 Aug 03, 2020	BUY	$76.15 - $100.68 $17,895 - $23,659	235 Added 2.19%	10,971 $1 Million
Q1 2020 May 04, 2020	SELL	$68.26 - $108.76 $27,577 - $43,939	-404 Reduced 3.63%	10,736 $857,000
Q4 2019 Feb 05, 2020	BUY	$98.73 - $107.77 $1.1 Million - $1.2 Million	11,140 New	11,140 $1.2 Million

Others Institutions Holding SDY

# of Institutions

1,264

Shares Held

68.8M

Call Options Held

51K

Put Options Held

46.5K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
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Howard Wealth Management, LLC Spdr Series Tr Spdr S&P Divide Transaction History