Lws Wealth Advisors, Inc. Spdr Series Tr Spdr S&P Divide Transaction History

Lws Wealth Advisors, Inc.

$255 Million
Q4 2023

A detailed history of Lws Wealth Advisors, Inc. transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Lws Wealth Advisors, Inc. holds 2,174 shares of SDY stock, worth $292,837. This represents 0.11% of its overall portfolio holdings.

Number of Shares

2,174

Previous 2,167 0.32%

Holding current value

$292,837

Previous $249,000 8.84%

% of portfolio

0.11%

Previous 0.11%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	BUY	$110.2 - $125.58 $771 - $879	7 Added 0.32%	2,174 $271,000
Q3 2023 Nov 13, 2023	BUY	$115.01 - $127.58 $1,610 - $1,786	14 Added 0.65%	2,167 $249,000
Q2 2023 Jul 28, 2023	BUY	$117.3 - $124.97 $1,642 - $1,749	14 Added 0.65%	2,153 $263,000
Q1 2023 Apr 28, 2023	SELL	$117.74 - $132.18 $353 - $396	-3 Reduced 0.14%	2,139 $264,000
Q4 2022 Feb 14, 2023	BUY	$112.65 - $131.57 $788 - $920	7 Added 0.33%	2,142 $267,000
Q3 2022 Nov 14, 2022	BUY	$111.5 - $132.34 $1,561 - $1,852	14 Added 0.66%	2,135 $238,000
Q2 2022 Aug 05, 2022	BUY	$114.07 - $132.3 $1,482 - $1,719	13 Added 0.62%	2,121 $252,000
Q1 2022 May 10, 2022	SELL	$121.65 - $130.75 $11,435 - $12,290	-94 Reduced 4.27%	2,108 $270,000
Q4 2021 Feb 02, 2022	BUY	$118.81 - $129.12 $2,019 - $2,195	17 Added 0.78%	2,202 $284,000
Q3 2021 Nov 09, 2021	BUY	$117.12 - $125.76 $1,756 - $1,886	15 Added 0.69%	2,185 $257,000
Q2 2021 Jul 23, 2021	BUY	$118.74 - $127.47 $593 - $637	5 Added 0.23%	2,170 $265,000
Q1 2021 Apr 29, 2021	SELL	$104.47 - $119.79 $1,149 - $1,317	-11 Reduced 0.51%	2,165 $256,000
Q4 2020 Jan 20, 2021	BUY	$91.76 - $107.36 $199,669 - $233,615	2,176 New	2,176 $231,000
Q1 2020 May 04, 2020	SELL	$68.26 - $108.76 $143,687 - $228,939	-2,105 Closed	0 $0
Q4 2019 Feb 06, 2020	BUY	$98.73 - $107.77 $207,826 - $226,855	2,105 New	2,105 $226,000

Others Institutions Holding SDY

# of Institutions

1,321

Shares Held

71.4M

Call Options Held

48.3K

Put Options Held

39.7K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
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Lws Wealth Advisors, Inc. Spdr Series Tr Spdr S&P Divide Transaction History