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

Marcum Wealth, LLC

  • $1.06 Billion
  • Q3 2024

A detailed history of Marcum Wealth, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Marcum Wealth, LLC holds 2,319 shares of SDY stock, worth $307,684. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,319
Previous 2,350 1.32%
Holding current value
$307,684
Previous $298,000 10.4%
% of portfolio
0.03%
Previous 0.03%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
SELL
$125.95 - $142.04 $3,904 - $4,403
-31 Reduced 1.32%
2,319 $329,000
Q2 2024

Jul 02, 2024
SELL
$124.6 - $132.46 $14,204 - $15,100
-114 Reduced 4.63%
2,350 $298,000
Q1 2024

Apr 10, 2024
BUY
$122.28 - $131.24 $18,097 - $19,423
148 Added 6.39%
2,464 $323,000
Q4 2023

Jan 10, 2024
SELL
$110.2 - $125.58 $14,546 - $16,576
-132 Reduced 5.39%
2,316 $289,000
Q3 2023

Oct 10, 2023
SELL
$115.01 - $127.58 $30,132 - $33,425
-262 Reduced 9.67%
2,448 $281,000
Q2 2023

Jul 13, 2023
SELL
$117.3 - $124.97 $23,342 - $24,869
-199 Reduced 6.84%
2,710 $332,000
Q1 2023

Apr 19, 2023
SELL
$117.74 - $132.18 $185,205 - $207,919
-1,573 Reduced 35.1%
2,909 $359,000
Q4 2022

Jan 12, 2023
BUY
$112.65 - $131.57 $163,229 - $190,644
1,449 Added 47.77%
4,482 $0
Q3 2022

Oct 11, 2022
SELL
$111.5 - $132.34 $22,969 - $27,262
-206 Reduced 6.36%
3,033 $338,000
Q2 2022

Jul 14, 2022
BUY
$114.07 - $132.3 $35,932 - $41,674
315 Added 10.77%
3,239 $384,000
Q1 2022

Apr 20, 2022
BUY
$121.65 - $130.75 $13,138 - $14,121
108 Added 3.84%
2,924 $375,000
Q4 2021

Feb 01, 2022
SELL
$118.81 - $129.12 $6,890 - $7,488
-58 Reduced 2.02%
2,816 $364,000
Q3 2021

Nov 08, 2021
BUY
$117.12 - $125.76 $22,018 - $23,642
188 Added 7.0%
2,874 $338,000
Q2 2021

Aug 10, 2021
BUY
$118.74 - $127.47 $26,122 - $28,043
220 Added 8.92%
2,686 $328,000
Q1 2021

May 11, 2021
BUY
$104.47 - $119.79 $257,623 - $295,402
2,466 New
2,466 $291,000
Q3 2020

Nov 09, 2020
SELL
$88.24 - $98.33 $205,422 - $228,912
-2,328 Closed
0 $0
Q2 2020

Aug 14, 2020
BUY
$76.15 - $100.68 $177,277 - $234,383
2,328 New
2,328 $212,000

Others Institutions Holding SDY

# of Institutions
1,264
Shares Held
68.8M
Call Options Held
51K
Put Options Held
46.5K
View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

SDY Quotes by TradingView
  • Ticker SDY
  • Sector ETFs
  • Industry ETFs
More about SDY
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