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

Kapstone Financial Advisors LLC

  • $153 Billion
  • Q2 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 4,063 shares of SDY stock, worth $574,792. This represents 0.34% of its overall portfolio holdings.

Number of Shares
4,063
Previous 4,063 -0.0%
Holding current value
$574,792
Previous $533 Million 3.09%
% of portfolio
0.34%
Previous 0.36%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,200
Shares Held
68.9M
Call Options Held
43.4K
Put Options Held
18.2K
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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