Marion Wealth Management Spdr Series Tr Spdr S&P Divide Transaction History

Marion Wealth Management

  • $373 Million
  • Q3 2024

A detailed history of Marion Wealth Management transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Marion Wealth Management holds 1,607 shares of SDY stock, worth $228,692. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,607
Previous 1,706 5.8%
Holding current value
$228,692
Previous $216,000 5.56%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 07, 2024
SELL
$125.95 - $142.04 $12,469 - $14,061
-99 Reduced 5.8%
1,607 $228,000
Q2 2024

Jul 09, 2024
BUY
$124.6 - $132.46 $747 - $794
6 Added 0.35%
1,706 $216,000
Q1 2024

Apr 08, 2024
SELL
$122.28 - $131.24 $9,293 - $9,974
-76 Reduced 4.28%
1,700 $223,000
Q4 2023

Jan 10, 2024
SELL
$110.2 - $125.58 $370,272 - $421,948
-3,360 Reduced 65.42%
1,776 $221,000
Q3 2023

Oct 18, 2023
BUY
$115.01 - $127.58 $690 - $765
6 Added 0.12%
5,136 $590,000
Q2 2023

Jul 24, 2023
BUY
$117.3 - $124.97 $2,580 - $2,749
22 Added 0.43%
5,130 $628,000
Q1 2023

Apr 24, 2023
BUY
$117.74 - $132.18 $8,006 - $8,988
68 Added 1.35%
5,108 $631,000
Q4 2022

Jan 19, 2023
SELL
$112.65 - $131.57 $123,915 - $144,727
-1,100 Reduced 17.92%
5,040 $0
Q3 2022

Nov 10, 2022
SELL
$111.5 - $132.34 $28,321 - $33,614
-254 Reduced 3.97%
6,140 $685,000
Q2 2022

Jul 27, 2022
SELL
$114.07 - $132.3 $156,161 - $181,118
-1,369 Reduced 17.63%
6,394 $759,000
Q1 2022

Apr 08, 2022
SELL
$121.65 - $130.75 $8,758 - $9,414
-72 Reduced 0.92%
7,763 $995,000
Q4 2021

Feb 14, 2022
BUY
$118.81 - $129.12 $930,876 - $1.01 Million
7,835 New
7,835 $1.01 Million

Others Institutions Holding SDY

# of Institutions
1,264
Shares Held
68.7M
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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