Legacy Financial Group LLC Spdr Series Tr Spdr S&P Divide Transaction History

Legacy Financial Group LLC

$494 Billion
Q1 2024

A detailed history of Legacy Financial Group LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Legacy Financial Group LLC holds 393,594 shares of SDY stock, worth $49.8 Million. This represents 10.46% of its overall portfolio holdings.

Number of Shares

393,594

Previous 23,500 1574.87%

Holding current value

$49.8 Million

Previous $2.94 Billion 1658.78%

% of portfolio

10.46%

Previous 13.32%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 10, 2024	BUY	$122.28 - $131.24 $45.3 Million - $48.6 Million	370,094 Added 1574.87%	393,594 $51.7 Billion
Q4 2023 Jan 22, 2024	SELL	$110.2 - $125.58 $41.6 Million - $47.4 Million	-377,201 Reduced 94.14%	23,500 $2.94 Billion
Q3 2023 Oct 24, 2023	BUY	$115.01 - $127.58 $943,427 - $1.05 Million	8,203 Added 2.09%	400,701 $46.1 Million
Q2 2023 Jul 24, 2023	SELL	$117.3 - $124.97 $9.92 Million - $10.6 Million	-84,597 Reduced 17.73%	392,498 $48.1 Million
Q1 2023 Apr 21, 2023	BUY	$117.74 - $132.18 $2.42 Million - $2.71 Million	20,517 Added 4.49%	477,095 $59 Million

Q4 2022 Jan 26, 2023	BUY	$121.48 - $131.57 $7.6 Million - $8.23 Million	62,586 Added 15.89%	456,578 $0
Q3 2022 Oct 13, 2022	BUY	N/A	16,438 Added 4.35%	393,992 $43.9 Million
Q2 2022 Jul 08, 2022	BUY	N/A	4,263 Added 1.14%	377,554 $44.8 Million
Q1 2022 Apr 12, 2022	BUY	N/A	103,687 Added 38.46%	373,291 $47.8 Million
Q4 2021 Jan 20, 2022	SELL	N/A	-86,863 Reduced 24.37%	269,604 $35.1 Million
Q3 2021 Oct 22, 2021	BUY	N/A	12,165 Added 3.53%	356,467 $41.9 Million
Q2 2021 Jul 20, 2021	BUY	N/A	54,824 Added 18.94%	344,302 $42.1 Million
Q1 2021 Apr 26, 2021	BUY	N/A	102,467 Added 54.79%	289,478 $34.2 Million
Q4 2020 Jan 28, 2021	BUY	N/A	187,011 New	187,011 $19.8 Million

Others Institutions Holding SDY

# of Institutions

1,195

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

Ticker SDY
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Legacy Financial Group LLC Spdr Series Tr Spdr S&P Divide Transaction History