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 $354,634. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,540
Previous 2,540 -0.0%
Holding current value
$354,634
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
1,264
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
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More about SDY
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