Mc Elhenny Sheffield Capital Management, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Mc Elhenny Sheffield Capital Management, LLC

$303 Million
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 11, 2023	BUY	$112.65 - $131.57 $51,819 - $60,522	460 New	460 $0

Others Institutions Holding SDY

# of Institutions

1,264

Shares Held

68.7M

Call Options Held

51K

Put Options Held

46.5K

Bank Of America Corp Charlotte, NC

7.69M
Shares

$1.07 Billion
0.09% of portfolio
Morgan Stanley New York, NY

4.69M
Shares

$655 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

2.8M
Shares

$391 Million
0.18% of portfolio
Joel Isaacson & Co., LLC

2.46M
Shares

$344 Million
16.92% of portfolio
Royal Bank Of Canada Toronto, A6

2.42M
Shares

$338 Million
0.07% of portfolio

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