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

Iht Wealth Management, LLC

  • $2.59 Billion
  • Q1 2024

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 85,591 shares of SDY stock, worth $10.9 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
85,591
Previous 134,503 36.36%
Holding current value
$10.9 Million
Previous $16.8 Million 33.17%
% of portfolio
0.43%
Previous 0.76%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$121.48 - $131.57 $450,569 - $487,993
3,709 Added 2.84%
134,115 $16.8 Million
Q3 2022

Nov 22, 2022
SELL
N/A
-924 Reduced 0.7%
130,406 $14.5 Million
Q2 2022

Aug 15, 2022
BUY
N/A
1,727 Added 1.33%
131,330 $15.6 Million
Q1 2022

May 16, 2022
SELL
N/A
-44 Reduced 0.03%
129,603 $16.6 Million
Q4 2021

Feb 14, 2022
BUY
N/A
3,887 Added 3.09%
129,647 $16.7 Million
Q3 2021

Nov 15, 2021
BUY
N/A
6,735 Added 5.66%
125,760 $14.8 Million
Q2 2021

Aug 16, 2021
BUY
N/A
12,864 Added 12.12%
119,025 $14.6 Million
Q1 2021

May 18, 2021
BUY
N/A
15,355 Added 16.91%
106,161 $12.5 Million
Q4 2020

Feb 17, 2021
BUY
N/A
17,762 Added 24.32%
90,806 $9.62 Million
Q3 2020

Nov 19, 2020
SELL
N/A
-20,764 Reduced 22.13%
73,044 $6.75 Million
Q2 2020

Aug 14, 2020
BUY
N/A
1,591 Added 1.73%
93,808 $8.56 Million
Q1 2020

May 13, 2020
SELL
N/A
-18,132 Reduced 16.43%
92,217 $7.36 Million
Q4 2019

Feb 18, 2020
SELL
N/A
-2,153 Reduced 1.91%
110,349 $11.9 Million
Q3 2019

Nov 15, 2019
BUY
N/A
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
1,195
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

SDY Quotes by TradingView
  • Ticker SDY
  • Sector ETFs
  • Industry ETFs
More about SDY
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