A detailed history of Jackson, Grant Investment Advisers, Inc. transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Jackson, Grant Investment Advisers, Inc. holds 177,587 shares of SDY stock, worth $24.5 Million. This represents 9.54% of its overall portfolio holdings.

Number of Shares
177,587
Previous 179,231 0.92%
Holding current value
$24.5 Million
Previous $22.8 Million 10.66%
% of portfolio
9.54%
Previous 9.25%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

SELL
$125.95 - $142.04 $207,061 - $233,513
-1,644 Reduced 0.92%
177,587 $25.2 Million
Q2 2024

Jul 16, 2024

BUY
$124.6 - $132.46 $464,633 - $493,943
3,729 Added 2.12%
179,231 $22.8 Million
Q1 2024

May 08, 2024

BUY
$122.28 - $131.24 $1.87 Million - $2 Million
15,273 Added 9.53%
175,502 $23 Million
Q4 2023

Feb 01, 2024

SELL
$110.2 - $125.58 $196,486 - $223,909
-1,783 Reduced 1.1%
160,229 $20 Million
Q3 2023

Oct 13, 2023

BUY
$115.01 - $127.58 $193,446 - $214,589
1,682 Added 1.05%
162,012 $18.6 Million
Q2 2023

Aug 01, 2023

BUY
$117.3 - $124.97 $104,748 - $111,598
893 Added 0.56%
160,330 $19.7 Million
Q1 2023

May 02, 2023

SELL
$117.74 - $132.18 $17,425 - $19,562
-148 Reduced 0.09%
159,437 $19.7 Million
Q4 2022

Jan 26, 2023

BUY
$112.65 - $131.57 $239,719 - $279,980
2,128 Added 1.35%
159,585 $0
Q3 2022

Nov 14, 2022

BUY
$111.5 - $132.34 $158,553 - $188,187
1,422 Added 0.91%
157,457 $17.6 Million
Q2 2022

Aug 04, 2022

SELL
$114.07 - $132.3 $257,912 - $299,130
-2,261 Reduced 1.43%
156,035 $18.5 Million
Q1 2022

Apr 28, 2022

BUY
$121.65 - $130.75 $112,647 - $121,074
926 Added 0.59%
158,296 $20.3 Million
Q4 2021

Jan 24, 2022

BUY
$118.81 - $129.12 $116,552 - $126,666
981 Added 0.63%
157,370 $20.3 Million
Q3 2021

Oct 13, 2021

SELL
$117.12 - $125.76 $55,280 - $59,358
-472 Reduced 0.3%
156,389 $18.4 Million
Q2 2021

Jul 15, 2021

BUY
$118.74 - $127.47 $88,461 - $94,965
745 Added 0.48%
156,861 $19.2 Million
Q1 2021

Apr 22, 2021

BUY
$104.47 - $119.79 $23,401 - $26,832
224 Added 0.14%
156,116 $18.4 Million
Q4 2020

Mar 03, 2021

SELL
$91.76 - $107.36 $303,633 - $355,254
-3,309 Reduced 2.08%
155,892 $16.5 Million
Q3 2020

Nov 12, 2020

SELL
$88.24 - $98.33 $910,195 - $1.01 Million
-10,315 Reduced 6.08%
159,201 $14.7 Million
Q2 2020

Aug 14, 2020

SELL
$76.15 - $100.68 $147,045 - $194,413
-1,931 Reduced 1.13%
169,516 $15.5 Million
Q1 2020

May 12, 2020

SELL
$68.26 - $108.76 $508,605 - $810,370
-7,451 Reduced 4.16%
171,447 $13.7 Million
Q4 2019

Feb 05, 2020

SELL
$98.73 - $107.77 $362,437 - $395,623
-3,671 Reduced 2.01%
178,898 $19.2 Million
Q3 2019

Nov 20, 2019

BUY
$101.59 - $103.8 $35,353 - $36,122
348 Added 0.19%
182,569 $18.7 Million
Q2 2019

Aug 13, 2019

SELL
N/A
-1,069 Reduced 0.58%
182,221 $18.4 Million
Q1 2019

May 07, 2019

BUY
N/A
3,041 Added 1.69%
183,290 $18.2 Million
Q4 2018

Jan 23, 2019

SELL
N/A
-804 Reduced 0.44%
180,249 $16.1 Million
Q3 2018

Nov 15, 2018

BUY
N/A
40 Added 0.02%
181,053 $17.7 Million
Q2 2018

Aug 02, 2018

SELL
N/A
-4,412 Reduced 2.38%
181,013 $16.8 Million
Q1 2018

May 14, 2018

SELL
N/A
-8,170 Reduced 4.22%
185,425 $16.9 Million
Q4 2017

Feb 01, 2018

BUY
N/A
3,143 Added 1.65%
193,595 $18.3 Million
Q3 2017

Nov 14, 2017

BUY
N/A
295 Added 0.16%
190,452 $17.4 Million
Q2 2017

Aug 10, 2017

BUY
N/A
190,157
190,157 $16.9 Million

Others Institutions Holding SDY

About SPDR SERIES TR SPDR S&P DIVIDE


  • Ticker SDY
  • Sector ETFs
  • Industry ETFs
More about SDY
Track This Portfolio

Track Jackson, Grant Investment Advisers, Inc. Portfolio

Follow Jackson, Grant Investment Advisers, Inc. 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 Jackson, Grant Investment Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Jackson, Grant Investment Advisers, Inc. with notifications on news.