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

Kingsview Wealth Management, LLC

$3.97 Billion
Q2 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 6,724 shares of SDY stock, worth $929,122. This represents 0.02% of its overall portfolio holdings.

Number of Shares

6,724

Previous 4,199 60.13%

Holding current value

$929,122

Previous $551,000 55.17%

% of portfolio

0.02%

Previous 0.01%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,239

Shares Held

69.8M

Call Options Held

43.4K

Put Options Held

18.7K

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About SPDR SERIES TR SPDR S&P DIVIDE

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