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

Modera Wealth Management, LLC

  • $7.79 Billion
  • Q3 2024

A detailed history of Modera Wealth Management, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Modera Wealth Management, LLC holds 5,243 shares of SDY stock, worth $724,477. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,243
Previous 5,325 1.54%
Holding current value
$724,477
Previous $677,000 9.9%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 24, 2024
SELL
$125.95 - $142.04 $10,327 - $11,647
-82 Reduced 1.54%
5,243 $744,000
Q1 2024

May 14, 2024
SELL
$122.28 - $131.24 $6,114 - $6,562
-50 Reduced 0.93%
5,325 $698,000
Q4 2023

Feb 14, 2024
SELL
$110.2 - $125.58 $20,166 - $22,981
-183 Reduced 3.29%
5,375 $671,000
Q3 2023

Nov 30, 2023
SELL
$115.01 - $127.58 $1.32 Million - $1.46 Million
-11,442 Reduced 67.31%
5,558 $639,000
Q3 2023

Nov 01, 2023
BUY
$115.01 - $127.58 $1.28 Million - $1.42 Million
11,124 Added 189.31%
17,000 $1.96 Million
Q2 2023

Aug 07, 2023
BUY
$117.3 - $124.97 $280,229 - $298,553
2,389 Added 68.51%
5,876 $720,000
Q1 2023

May 05, 2023
SELL
$117.74 - $132.18 $41,326 - $46,395
-351 Reduced 9.15%
3,487 $431,000
Q4 2022

Feb 07, 2023
BUY
$112.65 - $131.57 $9,575 - $11,183
85 Added 2.26%
3,838 $480,000
Q3 2022

Nov 01, 2022
SELL
$111.5 - $132.34 $17,394 - $20,645
-156 Reduced 3.99%
3,753 $418,000
Q2 2022

Jul 27, 2022
BUY
$114.07 - $132.3 $53,955 - $62,577
473 Added 13.77%
3,909 $464,000
Q1 2022

May 03, 2022
BUY
$121.65 - $130.75 $9,367 - $10,067
77 Added 2.29%
3,436 $440,000
Q4 2021

Feb 04, 2022
SELL
$118.81 - $129.12 $594 - $645
-5 Reduced 0.15%
3,359 $434,000
Q3 2021

Nov 04, 2021
SELL
$117.12 - $125.76 $34,901 - $37,476
-298 Reduced 8.14%
3,364 $395,000
Q2 2021

Aug 02, 2021
BUY
$118.74 - $127.47 $29,210 - $31,357
246 Added 7.2%
3,662 $448,000
Q1 2021

Apr 29, 2021
SELL
$104.47 - $119.79 $17,028 - $19,525
-163 Reduced 4.55%
3,416 $403,000
Q4 2020

Feb 11, 2021
BUY
$91.76 - $107.36 $183 - $214
2 Added 0.06%
3,579 $379,000
Q3 2020

Nov 12, 2020
BUY
$88.24 - $98.33 $88 - $98
1 Added 0.03%
3,577 $331,000
Q2 2020

Aug 12, 2020
BUY
$76.15 - $100.68 $67,468 - $89,202
886 Added 32.94%
3,576 $326,000
Q1 2020

May 12, 2020
BUY
$68.26 - $108.76 $183,619 - $292,564
2,690 New
2,690 $215,000

Others Institutions Holding SDY

# of Institutions
1,236
Shares Held
69.8M
Call Options Held
43.4K
Put Options Held
18.7K
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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