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 $696,899. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,243
Previous 5,325 1.54%
Holding current value
$696,899
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
1,264
Shares Held
68.8M
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
Track This Portfolio

Track Modera Wealth Management, LLC Portfolio

Follow Modera Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Modera Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email