Intercontinental Wealth Advisors, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Intercontinental Wealth Advisors, LLC

  • $416 Million
  • Q2 2023

A detailed history of Intercontinental Wealth Advisors, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Intercontinental Wealth Advisors, LLC holds 6,604 shares of SDY stock, worth $835,406. This represents 0.19% of its overall portfolio holdings.

Number of Shares
6,604
Previous 6,899 4.28%
Holding current value
$835,406
Previous $853,000 5.16%
% of portfolio
0.19%
Previous 0.22%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 21, 2023
SELL
$117.3 - $124.97 $34,603 - $36,866
-295 Reduced 4.28%
6,604 $809,000
Q1 2023

May 03, 2023
SELL
$117.74 - $132.18 $19,427 - $21,809
-165 Reduced 2.34%
6,899 $853,000
Q4 2022

Feb 13, 2023
SELL
$121.48 - $131.57 $57,945 - $62,758
-477 Reduced 6.33%
7,064 $883,000
Q3 2022

Nov 10, 2022
BUY
N/A
559 Added 8.01%
7,541 $841,000
Q2 2022

Aug 05, 2022
BUY
N/A
342 Added 5.15%
6,982 $829,000
Q1 2022

May 09, 2022
BUY
N/A
394 Added 6.31%
6,640 $851,000
Q4 2021

Feb 08, 2022
BUY
N/A
512 Added 8.93%
6,246 $806,000
Q3 2021

Nov 12, 2021
SELL
N/A
-1,733 Reduced 23.21%
5,734 $674,000
Q2 2021

Aug 06, 2021
BUY
N/A
5 Added 0.07%
7,467 $913,000
Q1 2021

May 14, 2021
SELL
N/A
-170 Reduced 2.23%
7,462 $881,000
Q4 2020

Feb 19, 2021
BUY
N/A
593 Added 8.42%
7,632 $808,000
Q3 2020

Mar 10, 2021
SELL
N/A
-615 Reduced 8.04%
7,039 $650,000
Q3 2020

Jan 19, 2021
BUY
N/A
668 Added 9.56%
7,654 $785,000
Q2 2020

Mar 10, 2021
SELL
N/A
-8,587 Reduced 55.14%
6,986 $637,000
Q2 2020

Jan 19, 2021
BUY
N/A
9,239 Added 145.86%
15,573 $1.57 Million
Q1 2020

Mar 10, 2021
SELL
N/A
-10,705 Reduced 62.83%
6,334 $506,000
Q1 2020

Jan 19, 2021
BUY
N/A
17,039 New
17,039 $1.69 Million
Q4 2019

Feb 07, 2020
SELL
N/A
-7,654 Closed
0 $0
Q3 2019

Oct 09, 2019
SELL
N/A
-7,919 Reduced 50.85%
7,654 $785,000
Q2 2019

Aug 02, 2019
SELL
N/A
-1,466 Reduced 8.6%
15,573 $1.57 Million
Q1 2019

May 08, 2019
SELL
N/A
-734 Reduced 4.13%
17,039 $1.69 Million
Q4 2018

Jan 31, 2019
SELL
N/A
-19 Reduced 0.11%
17,773 $1.59 Million
Q3 2018

Oct 17, 2018
SELL
N/A
-752 Reduced 4.06%
17,792 $1.74 Million
Q2 2018

Jul 30, 2018
SELL
N/A
-826 Reduced 4.26%
18,544 $1.72 Million
Q1 2018

May 02, 2018
SELL
N/A
-3,354 Reduced 14.76%
19,370 $1.77 Million
Q4 2017

Feb 20, 2018
SELL
N/A
-212 Reduced 0.92%
22,724 $2.15 Million
Q3 2017

Nov 13, 2017
SELL
N/A
-2,056 Reduced 8.23%
22,936 $2.1 Million
Q2 2017

Aug 09, 2017
SELL
N/A
-796 Reduced 3.09%
24,992 $2.22 Million
Q1 2017

Mar 09, 2018
SELL
N/A
-1,486 Reduced 5.45%
25,788 $2.27 Million
Q4 2016

Mar 09, 2018
SELL
N/A
-380 Reduced 1.37%
27,274 $2.33 Million
Q3 2016

Mar 12, 2018
SELL
N/A
-1,703 Reduced 5.8%
27,654 $2.33 Million
Q2 2016

Mar 09, 2018
BUY
N/A
495 Added 1.72%
29,357 $2.46 Million
Q1 2016

Mar 09, 2018
BUY
N/A
771 Added 2.74%
28,862 $2.31 Million
Q4 2015

Mar 09, 2018
BUY
N/A
28,091
28,091 $2.07 Million

Others Institutions Holding SDY

# of Institutions
1,197
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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