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

Liberty Wealth Management LLC

$569 Million
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 15, 2022	SELL	$118.81 - $129.12 $116,314 - $126,408	-979 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$117.12 - $125.76 $702 - $754	6 Added 0.62%	979 $115,000
Q2 2021 Aug 13, 2021	SELL	$118.74 - $127.47 $14 Million - $15 Million	-117,972 Reduced 99.18%	973 $119,000
Q2 2021 Aug 13, 2021	BUY	$118.74 - $127.47 $14 Million - $15 Million	117,984 Added 12277.21%	118,945 $973,000
Q4 2020 Feb 09, 2021	BUY	$91.76 - $107.36 $734 - $858	8 Added 0.84%	961 $102,000
Q3 2020 Nov 05, 2020	BUY	$88.24 - $98.33 $3,000 - $3,343	34 Added 3.7%	953 $88,000
Q2 2020 Aug 04, 2020	BUY	$76.15 - $100.68 $456 - $604	6 Added 0.66%	919 $84,000
Q1 2020 Apr 27, 2020	BUY	$68.26 - $108.76 $546 - $870	8 Added 0.88%	913 $73,000
Q4 2019 Feb 05, 2020	BUY	$98.73 - $107.77 $691 - $754	7 Added 0.78%	905 $97,000
Q3 2019 Oct 30, 2019	BUY	$101.59 - $103.8 $507 - $519	5 Added 0.56%	898 $92,000
Q2 2019 Jul 30, 2019	BUY	N/A	57 Added 6.82%	893 $90,000
Q1 2019 Apr 18, 2019	BUY	N/A	4 Added 0.48%	836 $83,000
Q4 2018 Mar 26, 2019	BUY	N/A	832 New	832 $74,000

Others Institutions Holding SDY

# of Institutions

1,264

Shares Held

68.7M

Call Options Held

51K

Put Options Held

46.5K

About SPDR SERIES TR SPDR S&P DIVIDE

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