Key Client Fiduciary Advisors, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Key Client Fiduciary Advisors, LLC

  • $169 Million
  • Q1 2024

A detailed history of Key Client Fiduciary Advisors, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 2,605 shares of SDY stock, worth $328,829. This represents 0.2% of its overall portfolio holdings.

Number of Shares
2,605
Previous 2,575 1.17%
Holding current value
$328,829
Previous $321,000 6.23%
% of portfolio
0.2%
Previous 0.21%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
BUY
$122.28 - $131.24 $3,668 - $3,937
30 Added 1.17%
2,605 $341,000
Q4 2023

Jan 09, 2024
SELL
$110.2 - $125.58 $14,105 - $16,074
-128 Reduced 4.74%
2,575 $321,000
Q3 2023

Nov 14, 2023
BUY
$115.01 - $127.58 $119,380 - $132,428
1,038 Added 62.34%
2,703 $310,000
Q2 2023

Jul 13, 2023
BUY
$117.3 - $124.97 $195,304 - $208,075
1,665 New
1,665 $204,000

Others Institutions Holding SDY

# of Institutions
1,200
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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