Mutual Advisors, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Mutual Advisors, LLC

$3.5 Billion
Q3 2024

A detailed history of Mutual Advisors, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Mutual Advisors, LLC holds 14,766 shares of SDY stock, worth $1.96 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

14,766

Previous 14,815 0.33%

Holding current value

$1.96 Million

Previous $1.88 Million 11.31%

% of portfolio

0.06%

Previous 0.06%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$125.95 - $142.04 $6,171 - $6,959	-49 Reduced 0.33%	14,766 $2.1 Million
Q2 2024 Jul 30, 2024	BUY	$124.6 - $132.46 $98,184 - $104,378	788 Added 5.62%	14,815 $1.88 Million
Q1 2024 May 02, 2024	SELL	$122.28 - $131.24 $20,787 - $22,310	-170 Reduced 1.2%	14,027 $1.84 Million
Q4 2023 Jan 12, 2024	SELL	$110.2 - $125.58 $8,926 - $10,171	-81 Reduced 0.57%	14,197 $1.77 Million
Q3 2023 Nov 13, 2023	SELL	$115.01 - $127.58 $792,073 - $878,643	-6,887 Reduced 32.54%	14,278 $1.64 Million
Q2 2023 Jul 31, 2023	SELL	$117.3 - $124.97 $128,091 - $136,467	-1,092 Reduced 4.91%	21,165 $2.59 Million
Q1 2023 Apr 11, 2023	SELL	$117.74 - $132.18 $269,153 - $302,163	-2,286 Reduced 9.31%	22,257 $2.75 Million
Q4 2022 Jan 12, 2023	SELL	$112.65 - $131.57 $98,906 - $115,518	-878 Reduced 3.45%	24,543 $0
Q3 2022 Nov 03, 2022	BUY	$111.5 - $132.34 $63,555 - $75,433	570 Added 2.29%	25,421 $2.83 Million
Q2 2022 Aug 15, 2022	BUY	$114.07 - $132.3 $58,631 - $68,002	514 Added 2.11%	24,851 $2.95 Million
Q1 2022 May 09, 2022	BUY	$121.65 - $130.75 $477,719 - $513,455	3,927 Added 19.24%	24,337 $3.12 Million
Q4 2021 Feb 14, 2022	BUY	$118.81 - $129.12 $33,147 - $36,024	279 Added 1.39%	20,410 $2.64 Million
Q3 2021 Nov 15, 2021	BUY	$117.12 - $125.76 $118,876 - $127,646	1,015 Added 5.31%	20,131 $2.37 Million
Q2 2021 Aug 12, 2021	BUY	$118.74 - $127.47 $408,821 - $438,879	3,443 Added 21.97%	19,116 $2.34 Million
Q1 2021 May 13, 2021	BUY	$104.47 - $119.79 $284,680 - $326,427	2,725 Added 21.05%	15,673 $1.85 Million
Q4 2020 Feb 11, 2021	BUY	$91.76 - $107.36 $47,623 - $55,719	519 Added 4.18%	12,948 $1.37 Million
Q3 2020 Nov 13, 2020	BUY	$88.24 - $98.33 $88,504 - $98,624	1,003 Added 8.78%	12,429 $1.15 Million
Q2 2020 Aug 05, 2020	BUY	$76.15 - $100.68 $227,079 - $300,227	2,982 Added 35.32%	11,426 $1.04 Million
Q1 2020 May 13, 2020	BUY	$68.26 - $108.76 $192,015 - $305,941	2,813 Added 49.96%	8,444 $674,000
Q4 2019 Feb 11, 2020	BUY	$98.73 - $107.77 $85,302 - $93,113	864 Added 18.12%	5,631 $606,000
Q3 2019 Nov 01, 2019	SELL	$101.59 - $103.8 $126,174 - $128,919	-1,242 Reduced 20.67%	4,767 $489,000
Q2 2019 Aug 15, 2019	BUY	N/A	3,111 Added 107.35%	6,009 $606,000
Q1 2019 May 15, 2019	BUY	N/A	2,898 New	2,898 $288,000

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

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 Mutual Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mutual Advisors, LLC with notifications on news.

Account

Mutual Advisors, LLC Spdr Series Tr Spdr S&P Divide Transaction History