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

Institute For Wealth Management, Llc.

  • $763 Million
  • Q1 2025

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 2,318 shares of SDY stock, worth $301,108. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,318
Previous 2,229 3.99%
Holding current value
$301,108
Previous $294,000 6.8%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Apr 21, 2025
BUY
$128.74 - $138.67 $11,457 - $12,341
89 Added 3.99%
2,318 $314,000
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
1,319
Shares Held
73.2M
Call Options Held
42.1K
Put Options Held
37.4K
View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

SDY Quotes by TradingView
  • Ticker SDY
  • Sector ETFs
  • Industry ETFs
More about SDY
Track This Portfolio

Track Institute For Wealth Management, Llc. Portfolio

Follow Institute For Wealth Management, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email