Mycio Wealth Partners, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Mycio Wealth Partners, LLC

$435 Million
Q3 2024

A detailed history of Mycio Wealth Partners, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Mycio Wealth Partners, LLC holds 28,234 shares of SDY stock, worth $3.94 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares

28,234

Previous 28,078 0.56%

Holding current value

$3.94 Million

Previous $3.57 Million 12.32%

% of portfolio

0.92%

Previous 0.91%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$125.95 - $142.04 $19,648 - $22,158	156 Added 0.56%	28,234 $4.01 Million
Q2 2024 Aug 12, 2024	SELL	$124.6 - $132.46 $531,419 - $564,941	-4,265 Reduced 13.19%	28,078 $3.57 Million
Q1 2024 May 07, 2024	SELL	$122.28 - $131.24 $1.91 Million - $2.05 Million	-15,626 Reduced 32.58%	32,343 $4.24 Million
Q4 2023 Jan 30, 2024	SELL	$110.2 - $125.58 $2.62 Million - $2.99 Million	-23,804 Reduced 33.17%	47,969 $5.99 Million
Q3 2023 Nov 07, 2023	SELL	$115.01 - $127.58 $197,242 - $218,799	-1,715 Reduced 2.33%	71,773 $8.25 Million
Q2 2023 Aug 04, 2023	BUY	$117.3 - $124.97 $51,729 - $55,111	441 Added 0.6%	73,488 $9.01 Million
Q1 2023 May 09, 2023	BUY	$117.74 - $132.18 $579,045 - $650,061	4,918 Added 7.22%	73,047 $9.04 Million
Q4 2022 Jan 25, 2023	BUY	$112.65 - $131.57 $708,906 - $827,970	6,293 Added 10.18%	68,129 $0
Q3 2022 Nov 14, 2022	BUY	$111.5 - $132.34 $2.23 Million - $2.65 Million	19,987 Added 47.76%	61,836 $6.9 Million
Q2 2022 Aug 02, 2022	BUY	$114.07 - $132.3 $409,511 - $474,957	3,590 Added 9.38%	41,849 $4.97 Million
Q1 2022 May 09, 2022	BUY	$121.65 - $130.75 $22,505 - $24,188	185 Added 0.49%	38,259 $4.9 Million
Q4 2021 Feb 08, 2022	BUY	$118.81 - $129.12 $27,207 - $29,568	229 Added 0.61%	38,074 $4.92 Million
Q3 2021 Nov 10, 2021	BUY	$117.12 - $125.76 $763,856 - $820,206	6,522 Added 20.82%	37,845 $4.45 Million
Q2 2021 Aug 09, 2021	BUY	$118.74 - $127.47 $1.67 Million - $1.79 Million	14,064 Added 81.49%	31,323 $3.83 Million
Q1 2021 May 17, 2021	BUY	$104.47 - $119.79 $1.04 Million - $1.19 Million	9,948 Added 136.07%	17,259 $2.04 Million
Q4 2020 Feb 09, 2021	BUY	$91.76 - $107.36 $287,942 - $336,895	3,138 Added 75.2%	7,311 $774,000
Q3 2020 Nov 12, 2020	BUY	$88.24 - $98.33 $2,823 - $3,146	32 Added 0.77%	4,173 $386,000
Q2 2020 Aug 13, 2020	SELL	$76.15 - $100.68 $2,665 - $3,523	-35 Reduced 0.84%	4,141 $378,000
Q1 2020 May 14, 2020	SELL	$68.26 - $108.76 $23.7 Million - $37.8 Million	-347,766 Reduced 98.81%	4,176 $333,000
Q4 2019 Feb 13, 2020	SELL	$98.73 - $107.77 $813,831 - $888,348	-8,243 Reduced 2.29%	351,942 $37.9 Million
Q3 2019 Nov 12, 2019	SELL	$101.59 - $103.8 $414,284 - $423,296	-4,078 Reduced 1.12%	360,185 $37 Million
Q2 2019 Aug 05, 2019	BUY	N/A	2,989 Added 0.83%	364,263 $36.7 Million
Q1 2019 Apr 18, 2019	SELL	N/A	-2,549 Reduced 0.7%	361,274 $35.9 Million
Q4 2018 Jan 22, 2019	BUY	N/A	22,137 Added 6.48%	363,823 $32.6 Million
Q3 2018 Oct 25, 2018	SELL	N/A	-20,044 Reduced 5.54%	341,686 $33.5 Million
Q2 2018 Jul 19, 2018	SELL	N/A	-17,535 Reduced 4.62%	361,730 $33.5 Million
Q1 2018 Apr 27, 2018	SELL	N/A	-20,757 Reduced 5.19%	379,265 $34.6 Million
Q4 2017 Jan 31, 2018	BUY	N/A	54,390 Added 15.74%	400,022 $37.8 Million
Q3 2017 Oct 19, 2017	BUY	N/A	2,965 Added 0.87%	345,632 $31.6 Million
Q2 2017 Aug 10, 2017	BUY	N/A	32,068 Added 10.32%	342,667 $30.5 Million
Q2 2017 Aug 08, 2017	BUY	N/A	310,599	310,599 $27.4 Million

Others Institutions Holding SDY

# of Institutions

1,264

Shares Held

68.7M

Call Options Held

51K

Put Options Held

46.5K

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About SPDR SERIES TR SPDR S&P DIVIDE

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Mycio Wealth Partners, LLC Spdr Series Tr Spdr S&P Divide Transaction History