Kingsview Wealth Management, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Kingsview Wealth Management, LLC

$4.45 Billion
Q3 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 6,862 shares of SDY stock, worth $958,072. This represents 0.02% of its overall portfolio holdings.

Number of Shares

6,862

Previous 6,724 2.05%

Holding current value

$958,072

Previous $855,000 13.92%

% of portfolio

0.02%

Previous 0.02%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$125.95 - $142.04 $17,381 - $19,601	138 Added 2.05%	6,862 $974,000
Q2 2024 Aug 14, 2024	BUY	$124.6 - $132.46 $314,615 - $334,461	2,525 Added 60.13%	6,724 $855,000
Q1 2024 May 09, 2024	BUY	$122.28 - $131.24 $70,555 - $75,725	577 Added 15.93%	4,199 $551,000
Q4 2023 Feb 08, 2024	SELL	$110.2 - $125.58 $100,282 - $114,277	-910 Reduced 20.08%	3,622 $452,000
Q3 2023 Nov 07, 2023	BUY	$115.01 - $127.58 $98,218 - $108,953	854 Added 23.22%	4,532 $521,000
Q2 2023 Aug 10, 2023	BUY	$117.3 - $124.97 $57,828 - $61,610	493 Added 15.48%	3,678 $450,000
Q1 2023 May 15, 2023	SELL	$117.74 - $132.18 $30,847 - $34,631	-262 Reduced 7.6%	3,185 $394,000
Q4 2022 Feb 13, 2023	SELL	$112.65 - $131.57 $18,024 - $21,051	-160 Reduced 4.44%	3,447 $431,000
Q3 2022 Nov 14, 2022	SELL	$111.5 - $132.34 $49,394 - $58,626	-443 Reduced 10.94%	3,607 $402,000
Q2 2022 Aug 16, 2022	SELL	$114.07 - $132.3 $50,190 - $58,212	-440 Reduced 9.8%	4,050 $481,000
Q1 2022 Feb 08, 2024	BUY	$121.65 - $130.75 $31,872 - $34,256	262 Added 7.23%	3,884 $0
Q4 2021 Feb 17, 2022	BUY	$118.81 - $129.12 $12,475 - $13,557	105 Added 2.39%	4,490 $580,000
Q3 2021 Dec 03, 2021	SELL	$117.12 - $125.76 $21,784 - $23,391	-186 Reduced 4.07%	4,385 $515,000
Q2 2021 Aug 17, 2021	SELL	$118.74 - $127.47 $1.48 Million - $1.59 Million	-12,503 Reduced 73.23%	4,571 $562,000
Q1 2021 May 24, 2021	SELL	$104.47 - $119.79 $2.07 Million - $2.37 Million	-19,807 Reduced 53.71%	17,074 $2.03 Million
Q4 2020 Feb 16, 2021	BUY	$91.76 - $107.36 $143,696 - $168,125	1,566 Added 4.43%	36,881 $3.91 Million
Q3 2020 Nov 19, 2020	BUY	$88.24 - $98.33 $2.42 Million - $2.7 Million	27,442 Added 348.56%	35,315 $3.26 Million
Q2 2020 Aug 14, 2020	SELL	$76.15 - $100.68 $1.01 Million - $1.33 Million	-13,217 Reduced 62.67%	7,873 $718,000
Q1 2020 May 11, 2020	BUY	$68.26 - $108.76 $205,257 - $327,041	3,007 Added 16.63%	21,090 $1.68 Million
Q4 2019 Jan 31, 2020	BUY	$98.73 - $107.77 $111,564 - $121,780	1,130 Added 6.67%	18,083 $1.95 Million
Q4 2019 Jan 30, 2020	BUY	$98.73 - $107.77 $168,235 - $183,640	1,704 Added 11.17%	16,953 $1.6 Million
Q3 2019 Jan 29, 2020	BUY	$101.59 - $103.8 $26,514 - $27,091	261 Added 1.74%	15,249 $1.57 Million
Q2 2019 Jan 29, 2020	SELL	N/A	-5,798 Reduced 27.89%	14,988 $1.51 Million
Q1 2019 Jan 29, 2020	BUY	N/A	2,052 Added 10.95%	20,786 $2.07 Million
Q4 2018 Jan 29, 2020	BUY	N/A	1,311 Added 7.52%	18,734 $1.68 Million
Q3 2018 Jan 29, 2020	SELL	N/A	-520 Reduced 2.9%	17,423 $1.71 Million
Q2 2018 Jan 29, 2020	SELL	N/A	-1,647 Reduced 8.41%	17,943 $1.66 Million
Q1 2018 Jan 29, 2020	BUY	N/A	2,637 Added 15.55%	19,590 $1.79 Million
Q4 2017 Jan 29, 2020	BUY	N/A	533 Added 3.25%	16,953 $1.6 Million
Q3 2017 Jan 29, 2020	BUY	N/A	3,682 Added 28.91%	16,420 $1.5 Million
Q2 2017 Jan 29, 2020	BUY	N/A	1,529 Added 13.64%	12,738 $1.13 Million
Q1 2017 Jan 29, 2020	BUY	N/A	11,209	11,209 $988,000

Others Institutions Holding SDY

# of Institutions

1,264

Shares Held

68.7M

Call Options Held

51K

Put Options Held

46.5K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
Sector ETFs
Industry ETFs

More about SDY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingsview Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingsview Wealth Management, LLC with notifications on news.

Account

Kingsview Wealth Management, LLC Spdr Series Tr Spdr S&P Divide Transaction History