Mission Wealth Management, LP Spdr Series Tr Spdr S&P Divide Transaction History

Mission Wealth Management, LP

$4.01 Billion
Q1 2025

A detailed history of Mission Wealth Management, LP transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Mission Wealth Management, LP holds 61,662 shares of SDY stock, worth $8.27 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

61,662

Previous 63,225 2.47%

Holding current value

$8.27 Million

Previous $8.35 Million 0.86%

% of portfolio

0.21%

Previous 0.2%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	SELL	$128.74 - $138.67 $201,220 - $216,741	-1,563 Reduced 2.47%	61,662 $8.28 Million
Q4 2024 Feb 06, 2025	SELL	$131.66 - $144.0 $301,106 - $329,328	-2,287 Reduced 3.49%	63,225 $8.35 Million
Q3 2024 Oct 31, 2024	SELL	$125.95 - $142.04 $68,516 - $77,269	-544 Reduced 0.82%	65,512 $9.31 Million
Q2 2024 Aug 02, 2024	SELL	$124.6 - $132.46 $205,590 - $218,559	-1,650 Reduced 2.44%	66,056 $8.4 Million
Q1 2024 Apr 30, 2024	SELL	$122.28 - $131.24 $67,743 - $72,706	-554 Reduced 0.81%	67,706 $8.89 Million
Q4 2023 Feb 05, 2024	SELL	$110.2 - $125.58 $6,501 - $7,409	-59 Reduced 0.09%	68,260 $8.53 Million
Q3 2023 Oct 23, 2023	BUY	$115.01 - $127.58 $6,210 - $6,889	54 Added 0.08%	68,319 $7.86 Million
Q2 2023 Aug 04, 2023	SELL	$117.3 - $124.97 $31,671 - $33,741	-270 Reduced 0.39%	68,265 $8.37 Million
Q1 2023 Apr 07, 2023	BUY	$117.74 - $132.18 $7.24 Million - $8.13 Million	61,492 Added 873.09%	68,535 $8.48 Million
Q4 2022 Feb 02, 2023	BUY	$112.65 - $131.57 $70,406 - $82,231	625 Added 9.74%	7,043 $881,000
Q2 2022 Jul 27, 2022	SELL	$114.07 - $132.3 $3,992 - $4,630	-35 Reduced 0.54%	6,418 $762,000
Q4 2021 Feb 11, 2022	SELL	$118.81 - $129.12 $38,613 - $41,964	-325 Reduced 4.79%	6,453 $833,000
Q3 2021 Nov 05, 2021	BUY	$117.12 - $125.76 $65,235 - $70,048	557 Added 8.95%	6,778 $797,000
Q2 2021 Aug 10, 2021	BUY	$118.74 - $127.47 $122,658 - $131,676	1,033 Added 19.91%	6,221 $761,000
Q1 2021 May 10, 2021	SELL	$104.47 - $119.79 $1,567 - $1,796	-15 Reduced 0.29%	5,188 $612,000
Q4 2020 Jan 19, 2021	SELL	$91.76 - $107.36 $59,460 - $69,569	-648 Reduced 11.08%	5,203 $551,000
Q3 2020 Oct 16, 2020	BUY	$88.24 - $98.33 $68,209 - $76,009	773 Added 15.22%	5,851 $541,000
Q2 2020 Aug 03, 2020	SELL	$76.15 - $100.68 $7,158 - $9,463	-94 Reduced 1.82%	5,078 $463,000
Q1 2020 Apr 10, 2020	BUY	$68.26 - $108.76 $3,754 - $5,981	55 Added 1.07%	5,172 $413,000
Q4 2019 Jan 21, 2020	BUY	$98.73 - $107.77 $86,783 - $94,729	879 Added 20.74%	5,117 $550,000
Q3 2019 Oct 16, 2019	SELL	$101.59 - $103.8 $5,689 - $5,812	-56 Reduced 1.3%	4,238 $435,000
Q2 2019 Aug 09, 2019	BUY	N/A	552 Added 14.75%	4,294 $433,000
Q2 2017 Aug 11, 2017	BUY	N/A	3,742	3,742 $333,000

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
Sector ETFs
Industry ETFs

More about SDY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mission Wealth Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Mission Wealth Management, LP with notifications on news.

Account

Mission Wealth Management, LP Spdr Series Tr Spdr S&P Divide Transaction History