Kestra Private Wealth Services, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Kestra Private Wealth Services, LLC

$5.67 Billion
Q4 2024

A detailed history of Kestra Private Wealth Services, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 25,102 shares of SDY stock, worth $3.36 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

25,102

Previous 24,422 2.78%

Holding current value

$3.36 Million

Previous $3.47 Million 4.41%

% of portfolio

0.06%

Previous 0.07%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$131.66 - $144.0 $89,528 - $97,920	680 Added 2.78%	25,102 $3.32 Million
Q3 2024 Nov 13, 2024	BUY	$125.95 - $142.04 $3,526 - $3,977	28 Added 0.11%	24,422 $3.47 Million
Q2 2024 Aug 12, 2024	BUY	$124.6 - $132.46 $85,974 - $91,397	690 Added 2.91%	24,394 $3.1 Million
Q1 2024 May 02, 2024	BUY	$122.28 - $131.24 $145,024 - $155,650	1,186 Added 5.27%	23,704 $3.11 Million
Q4 2023 Feb 05, 2024	BUY	$110.2 - $125.58 $16,860 - $19,213	153 Added 0.68%	22,518 $2.81 Million
Q3 2023 Nov 07, 2023	BUY	$115.01 - $127.58 $422,546 - $468,728	3,674 Added 19.66%	22,365 $2.57 Million
Q2 2023 Aug 08, 2023	BUY	$117.3 - $124.97 $267,678 - $285,181	2,282 Added 13.91%	18,691 $2.29 Million
Q1 2023 May 12, 2023	BUY	$117.74 - $132.18 $163,540 - $183,598	1,389 Added 9.25%	16,409 $2.03 Million
Q4 2022 Jan 31, 2023	SELL	$112.65 - $131.57 $16,221 - $18,946	-144 Reduced 0.95%	15,020 $1.88 Million
Q3 2022 Nov 14, 2022	SELL	$111.5 - $132.34 $207,501 - $246,284	-1,861 Reduced 10.93%	15,164 $1.69 Million
Q2 2022 Aug 12, 2022	BUY	$114.07 - $132.3 $658,982 - $764,297	5,777 Added 51.36%	17,025 $2.02 Million
Q1 2022 May 26, 2022	SELL	$121.65 - $130.75 $25,059 - $26,934	-206 Reduced 1.8%	11,248 $0
Q4 2021 Jan 21, 2022	BUY	$118.81 - $129.12 $72,830 - $79,150	613 Added 5.65%	11,454 $0
Q3 2021 Oct 21, 2021	SELL	$117.12 - $125.76 $5,856 - $6,288	-50 Reduced 0.46%	10,841 $0
Q2 2021 Jul 30, 2021	SELL	$118.74 - $127.47 $1.19 Million - $1.28 Million	-10,053 Reduced 48.0%	10,891 $0
Q1 2021 May 11, 2021	SELL	$104.47 - $119.79 $88,277 - $101,222	-845 Reduced 3.88%	20,944 $0
Q4 2020 Jan 21, 2021	BUY	$91.76 - $107.36 $39,456 - $46,164	430 Added 2.01%	21,789 $2.3 Billion
Q3 2020 Nov 09, 2020	BUY	$88.24 - $98.33 $1.88 Million - $2.1 Million	21,359 New	21,359 $0

Others Institutions Holding SDY

# of Institutions

1,286

Shares Held

68.3M

Call Options Held

51K

Put Options Held

46K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
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Kestra Private Wealth Services, LLC Spdr Series Tr Spdr S&P Divide Transaction History