Life Steps Financial, Inc. Spdr Series Tr Spdr S&P Divide Transaction History

Life Steps Financial, Inc.

$121 Million
Q2 2024

A detailed history of Life Steps Financial, Inc. transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Life Steps Financial, Inc. holds 28,599 shares of SDY stock, worth $4.02 Million. This represents 3.01% of its overall portfolio holdings.

Number of Shares

28,599

Previous 33,776 15.33%

Holding current value

$4.02 Million

Previous $4.43 Million 17.94%

% of portfolio

3.01%

Previous 3.36%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	SELL	$124.6 - $132.46 $645,054 - $685,745	-5,177 Reduced 15.33%	28,599 $3.64 Million
Q1 2024 Apr 26, 2024	SELL	$122.28 - $131.24 $10,516 - $11,286	-86 Reduced 0.25%	33,776 $4.43 Million
Q4 2023 Jan 18, 2024	SELL	$110.2 - $125.58 $42,427 - $48,348	-385 Reduced 1.12%	33,862 $4.23 Million
Q3 2023 Oct 25, 2023	SELL	$115.01 - $127.58 $19,896 - $22,071	-173 Reduced 0.5%	34,247 $3.94 Million
Q2 2023 Jul 14, 2023	SELL	$117.3 - $124.97 $132,666 - $141,341	-1,131 Reduced 3.18%	34,420 $4.22 Million
Q1 2023 Apr 12, 2023	SELL	$117.74 - $132.18 $141,758 - $159,144	-1,204 Reduced 3.28%	35,551 $4.4 Million
Q4 2022 Jan 18, 2023	BUY	$112.65 - $131.57 $497,687 - $581,276	4,418 Added 13.66%	36,755 $0
Q3 2022 Oct 14, 2022	BUY	$111.5 - $132.34 $36,572 - $43,407	328 Added 1.02%	32,337 $3.61 Million
Q2 2022 Jul 13, 2022	SELL	$114.07 - $132.3 $32,738 - $37,970	-287 Reduced 0.89%	32,009 $3.8 Million
Q1 2022 Apr 12, 2022	SELL	$121.65 - $130.75 $117,878 - $126,696	-969 Reduced 2.91%	32,296 $4.14 Million
Q4 2021 Jan 26, 2022	SELL	$118.81 - $129.12 $106,929 - $116,208	-900 Reduced 2.63%	33,265 $4.3 Million
Q3 2021 Oct 06, 2021	SELL	$117.12 - $125.76 $77,767 - $83,504	-664 Reduced 1.91%	34,165 $4.02 Million
Q2 2021 Jul 09, 2021	BUY	$118.74 - $127.47 $156,024 - $167,495	1,314 Added 3.92%	34,829 $4.26 Million
Q1 2021 Apr 20, 2021	SELL	$104.47 - $119.79 $406,597 - $466,222	-3,892 Reduced 10.4%	33,515 $3.96 Million
Q4 2020 Jan 25, 2021	SELL	$91.76 - $107.36 $146,540 - $171,453	-1,597 Reduced 4.09%	37,407 $3.96 Million
Q3 2020 Oct 21, 2020	SELL	$88.24 - $98.33 $131,124 - $146,118	-1,486 Reduced 3.67%	39,004 $3.6 Million
Q2 2020 Aug 05, 2020	SELL	$76.15 - $100.68 $305,742 - $404,230	-4,015 Reduced 9.02%	40,490 $3.69 Million
Q1 2020 May 21, 2020	SELL	$68.26 - $108.76 $155,428 - $247,646	-2,277 Reduced 4.87%	44,505 $3.55 Million
Q4 2019 Jan 30, 2020	BUY	$98.73 - $107.77 $4.62 Million - $5.04 Million	46,782 New	46,782 $5.03 Million

Others Institutions Holding SDY

# of Institutions

1,200

Shares Held

68.9M

Call Options Held

43.4K

Put Options Held

18.2K

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About SPDR SERIES TR SPDR S&P DIVIDE

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Life Steps Financial, Inc. Spdr Series Tr Spdr S&P Divide Transaction History