Institutional & Family Asset Management, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Institutional & Family Asset Management, LLC

  • $846 Million
  • Q2 2024

A detailed history of Institutional & Family Asset Management, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Institutional & Family Asset Management, LLC holds 2,540 shares of SDY stock, worth $359,537. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,540
Previous 2,540 -0.0%
Holding current value
$359,537
Previous $333,000 3.0%
% of portfolio
0.04%
Previous 0.04%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
SELL
$122.28 - $131.24 $70,922 - $76,119
-580 Reduced 18.59%
2,540 $333,000
Q4 2023

Feb 06, 2024
BUY
$110.2 - $125.58 $1,653 - $1,883
15 Added 0.48%
3,120 $389,000
Q2 2023

Aug 09, 2023
SELL
$117.3 - $124.97 $33,195 - $35,366
-283 Reduced 8.35%
3,105 $380,000
Q1 2023

May 08, 2023
BUY
$117.74 - $132.18 $470 - $528
4 Added 0.12%
3,388 $419,000
Q4 2022

Feb 08, 2023
SELL
$112.65 - $131.57 $11,490 - $13,420
-102 Reduced 2.93%
3,384 $423,000
Q3 2022

Nov 07, 2022
BUY
$111.5 - $132.34 $125,883 - $149,411
1,129 Added 47.9%
3,486 $389,000
Q2 2022

Aug 08, 2022
SELL
$114.07 - $132.3 $1,140 - $1,323
-10 Reduced 0.42%
2,357 $280,000
Q1 2022

May 11, 2022
SELL
$121.65 - $130.75 $38,806 - $41,709
-319 Reduced 11.88%
2,367 $303,000
Q4 2021

Feb 14, 2022
BUY
$118.81 - $129.12 $594 - $645
5 Added 0.19%
2,686 $347,000
Q3 2021

Nov 10, 2021
BUY
$117.12 - $125.76 $585 - $628
5 Added 0.19%
2,681 $315,000
Q2 2021

Aug 10, 2021
BUY
$118.74 - $127.47 $474 - $509
4 Added 0.15%
2,676 $327,000
Q1 2021

May 06, 2021
BUY
$104.47 - $119.79 $417 - $479
4 Added 0.15%
2,672 $315,000
Q4 2020

Feb 03, 2021
BUY
$91.76 - $107.36 $550 - $644
6 Added 0.23%
2,668 $283,000
Q3 2020

Oct 30, 2020
BUY
$88.24 - $98.33 $441 - $491
5 Added 0.19%
2,662 $246,000
Q2 2020

Aug 14, 2020
BUY
$76.15 - $100.68 $380 - $503
5 Added 0.19%
2,657 $242,000
Q1 2020

May 14, 2020
BUY
$68.26 - $108.76 $409 - $652
6 Added 0.23%
2,652 $212,000
Q4 2019

Feb 14, 2020
BUY
$98.73 - $107.77 $394 - $431
4 Added 0.15%
2,646 $285,000
Q3 2019

Nov 14, 2019
BUY
$101.59 - $103.8 $406 - $415
4 Added 0.15%
2,642 $271,000
Q2 2019

Aug 14, 2019
BUY
N/A
4 Added 0.15%
2,638 $266,000
Q1 2019

May 13, 2019
BUY
N/A
4 Added 0.15%
2,634 $262,000
Q4 2018

Feb 14, 2019
BUY
N/A
4 Added 0.15%
2,630 $235,000
Q3 2018

Nov 13, 2018
BUY
N/A
4 Added 0.15%
2,626 $257,000
Q2 2018

Aug 13, 2018
BUY
N/A
4 Added 0.15%
2,622 $243,000
Q1 2018

May 14, 2018
BUY
N/A
4 Added 0.15%
2,618 $239,000
Q4 2017

Feb 14, 2018
BUY
N/A
18 Added 0.69%
2,614 $247,000
Q3 2017

Nov 14, 2017
BUY
N/A
3 Added 0.12%
2,596 $237,000
Q2 2017

Aug 14, 2017
BUY
N/A
2,593
2,593 $230,000

Others Institutions Holding SDY

# of Institutions
1,251
Shares Held
69.7M
Call Options Held
43.4K
Put Options Held
18.7K
View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

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

Track Institutional & Family Asset Management, LLC Portfolio

Follow Institutional & Family Asset 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 Institutional & Family Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Institutional & Family Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email