Mark Sheptoff Financial Planning, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Mark Sheptoff Financial Planning, LLC

  • $179 Million
  • Q1 2024

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 475 shares of SDY stock, worth $60,410. This represents 0.03% of its overall portfolio holdings.

Number of Shares
475
Previous 475 -0.0%
Holding current value
$60,410
Previous $59,000 5.08%
% of portfolio
0.03%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2020

Aug 10, 2020
SELL
N/A
-225 Reduced 32.14%
475 $43,000
Q1 2019

May 10, 2019
BUY
N/A
100 Added 16.67%
700 $70,000
Q3 2017

Nov 09, 2017
BUY
N/A
600
600 $55,000

Others Institutions Holding SDY

# of Institutions
1,195
Shares Held
70.3M
Call Options Held
99.8K
Put Options Held
17.5K
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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