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

Iht Wealth Management, LLC

  • $3.06 Billion
  • Q1 2025

A detailed history of Iht Wealth Management, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Iht Wealth Management, LLC holds 74,032 shares of SDY stock, worth $9.97 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
74,032
Previous 77,009 3.87%
Holding current value
$9.97 Million
Previous $10.2 Million 1.26%
% of portfolio
0.33%
Previous 0.34%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$128.74 - $138.67 $383,258 - $412,820
-2,977 Reduced 3.87%
74,032 $10 Million
Q4 2024

Feb 14, 2025
BUY
$131.66 - $144.0 $91,372 - $99,936
694 Added 0.91%
77,009 $10.2 Million
Q3 2024

Nov 14, 2024
SELL
$125.95 - $142.04 $192,577 - $217,179
-1,529 Reduced 1.96%
76,315 $10.8 Million
Q2 2024

Aug 14, 2024
SELL
$124.6 - $132.46 $965,276 - $1.03 Million
-7,747 Reduced 9.05%
77,844 $9.9 Million
Q1 2024

May 15, 2024
SELL
$122.28 - $131.24 $5.98 Million - $6.42 Million
-48,912 Reduced 36.36%
85,591 $11.2 Million
Q4 2023

Feb 14, 2024
SELL
$110.2 - $125.58 $36,806 - $41,943
-334 Reduced 0.25%
134,503 $16.8 Million
Q3 2023

Nov 14, 2023
BUY
$115.01 - $127.58 $55,549 - $61,621
483 Added 0.36%
134,837 $15.5 Million
Q2 2023

Aug 14, 2023
BUY
$117.3 - $124.97 $367,735 - $391,780
3,135 Added 2.39%
134,354 $16.5 Million
Q1 2023

May 15, 2023
SELL
$117.74 - $132.18 $340,975 - $382,793
-2,896 Reduced 2.16%
131,219 $16.2 Million
Q4 2022

Feb 14, 2023
BUY
$112.65 - $131.57 $417,818 - $487,993
3,709 Added 2.84%
134,115 $16.8 Million
Q3 2022

Nov 22, 2022
SELL
$111.5 - $132.34 $103,026 - $122,282
-924 Reduced 0.7%
130,406 $14.5 Million
Q2 2022

Aug 15, 2022
BUY
$114.07 - $132.3 $196,998 - $228,482
1,727 Added 1.33%
131,330 $15.6 Million
Q1 2022

May 16, 2022
SELL
$121.65 - $130.75 $5,352 - $5,753
-44 Reduced 0.03%
129,603 $16.6 Million
Q4 2021

Feb 14, 2022
BUY
$118.81 - $129.12 $461,814 - $501,889
3,887 Added 3.09%
129,647 $16.7 Million
Q3 2021

Nov 15, 2021
BUY
$117.12 - $125.76 $788,803 - $846,993
6,735 Added 5.66%
125,760 $14.8 Million
Q2 2021

Aug 16, 2021
BUY
$118.74 - $127.47 $1.53 Million - $1.64 Million
12,864 Added 12.12%
119,025 $14.6 Million
Q1 2021

May 18, 2021
BUY
$104.47 - $119.79 $1.6 Million - $1.84 Million
15,355 Added 16.91%
106,161 $12.5 Million
Q4 2020

Feb 17, 2021
BUY
$91.76 - $107.36 $1.63 Million - $1.91 Million
17,762 Added 24.32%
90,806 $9.62 Million
Q3 2020

Nov 19, 2020
SELL
$88.24 - $98.33 $1.83 Million - $2.04 Million
-20,764 Reduced 22.13%
73,044 $6.75 Million
Q2 2020

Aug 14, 2020
BUY
$76.15 - $100.68 $121,154 - $160,181
1,591 Added 1.73%
93,808 $8.56 Million
Q1 2020

May 13, 2020
SELL
$68.26 - $108.76 $1.24 Million - $1.97 Million
-18,132 Reduced 16.43%
92,217 $7.36 Million
Q4 2019

Feb 18, 2020
SELL
$98.73 - $107.77 $212,565 - $232,028
-2,153 Reduced 1.91%
110,349 $11.9 Million
Q3 2019

Nov 15, 2019
BUY
$101.59 - $103.8 $3.19 Million - $3.26 Million
31,436 Added 38.78%
112,502 $11.5 Million
Q2 2019

Aug 12, 2019
BUY
N/A
9,565 Added 13.38%
81,066 $8.18 Million
Q1 2019

May 16, 2019
SELL
N/A
-728 Reduced 1.01%
71,501 $7.11 Million
Q4 2018

Feb 15, 2019
BUY
N/A
6,100 Added 9.22%
72,229 $6.47 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-81 Reduced 0.12%
66,129 $6.48 Million
Q2 2018

Aug 13, 2018
BUY
N/A
2,414 Added 3.78%
66,210 $6.14 Million
Q1 2018

May 15, 2018
SELL
N/A
-2,004 Reduced 3.05%
63,796 $5.7 Million
Q4 2017

Feb 14, 2018
BUY
N/A
1,702 Added 2.66%
65,800 $6.28 Million
Q3 2017

Nov 14, 2017
BUY
N/A
64,098
64,098 $5.89 Million

Others Institutions Holding SDY

# of Institutions
1,321
Shares Held
71.4M
Call Options Held
48.3K
Put Options Held
39.7K
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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