Kapstone Financial Advisors LLC Spdr Series Tr Spdr S&P Divide Transaction History

Kapstone Financial Advisors LLC

  • $165 Billion
  • Q3 2024

A detailed history of Kapstone Financial Advisors LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Kapstone Financial Advisors LLC holds 3,663 shares of SDY stock, worth $490,512. This represents 0.31% of its overall portfolio holdings.

Number of Shares
3,663
Previous 4,063 9.84%
Holding current value
$490,512
Previous $517 Million 0.44%
% of portfolio
0.31%
Previous 0.34%

Shares

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

Nov 06, 2024
SELL
$125.95 - $142.04 $50,380 - $56,816
-400 Reduced 9.84%
3,663 $519 Million
Q4 2023

Feb 05, 2024
BUY
$110.2 - $125.58 $8,816 - $10,046
80 Added 2.01%
4,063 $504 Million
Q2 2023

Aug 08, 2023
SELL
$117.3 - $124.97 $11,730 - $12,497
-100 Reduced 2.45%
3,983 $503 Million
Q4 2022

Feb 15, 2023
BUY
$112.65 - $131.57 $459,949 - $537,200
4,083 New
4,083 $540 Million

Others Institutions Holding SDY

# of Institutions
1,263
Shares Held
67.8M
Call Options Held
51K
Put Options Held
46K
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 Kapstone Financial Advisors LLC Portfolio

Follow Kapstone Financial Advisors 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 Kapstone Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kapstone Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email