Institute For Wealth Management, Llc. Spdr Series Tr Spdr S&P Divide Transaction History

Institute For Wealth Management, Llc.

  • $781 Million
  • Q3 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 2,229 shares of SDY stock, worth $317,208. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,229
Previous 2,229 -0.0%
Holding current value
$317,208
Previous $283,000 11.66%
% of portfolio
0.04%
Previous 0.04%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 31, 2024
SELL
$110.2 - $125.58 $4,297 - $4,897
-39 Reduced 1.72%
2,229 $278,000
Q3 2023

Oct 13, 2023
SELL
$115.01 - $127.58 $23,002 - $25,516
-200 Reduced 8.1%
2,268 $260,000
Q3 2022

Oct 18, 2022
SELL
$111.5 - $132.34 $9,254 - $10,984
-83 Reduced 3.25%
2,468 $275,000
Q3 2020

Nov 03, 2020
SELL
$88.24 - $98.33 $32,825 - $36,578
-372 Reduced 12.73%
2,551 $236,000
Q1 2020

Apr 29, 2020
BUY
$68.26 - $108.76 $3,617 - $5,764
53 Added 1.85%
2,923 $233,000
Q4 2019

Feb 27, 2020
BUY
$98.73 - $107.77 $252,847 - $275,998
2,561 Added 828.8%
2,870 $309,000
Q4 2019

Jan 27, 2020
SELL
$98.73 - $107.77 $260,647 - $284,512
-2,640 Reduced 89.52%
309 $309,000
Q2 2019

Aug 02, 2019
BUY
N/A
79 Added 2.75%
2,949 $297,000
Q4 2018

Feb 08, 2019
BUY
N/A
2,870 New
2,870 $257,000
Q1 2018

May 15, 2018
SELL
N/A
-3,452 Closed
0 $0
Q4 2017

Feb 12, 2018
BUY
N/A
3,452 New
3,452 $326,000
Q3 2017

Nov 14, 2017
SELL
N/A
-2,428 Closed
0 $0
Q2 2017

Aug 14, 2017
BUY
N/A
2,428
2,428 $215,000

Others Institutions Holding SDY

# of Institutions
1,264
Shares Held
68.7M
Call Options Held
51K
Put Options Held
46.5K
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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