Neumann Capital Management, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Neumann Capital Management, LLC

  • $280 Million
  • Q1 2024

A detailed history of Neumann Capital Management, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Neumann Capital Management, LLC holds 72,506 shares of SDY stock, worth $9.17 Million. This represents 3.39% of its overall portfolio holdings.

Number of Shares
72,506
Previous 71,579 1.3%
Holding current value
$9.17 Million
Previous $8.95 Million 6.37%
% of portfolio
3.39%
Previous 3.55%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
BUY
$122.28 - $131.24 $113,353 - $121,659
927 Added 1.3%
72,506 $9.52 Million
Q4 2023

Feb 07, 2024
SELL
$110.2 - $125.58 $34,162 - $38,929
-310 Reduced 0.43%
71,579 $8.95 Million
Q3 2023

Nov 03, 2023
SELL
$115.01 - $127.58 $129,961 - $144,165
-1,130 Reduced 1.55%
71,889 $8.27 Million
Q2 2023

Aug 10, 2023
BUY
$117.3 - $124.97 $315,537 - $336,169
2,690 Added 3.82%
73,019 $8.95 Million
Q1 2023

May 02, 2023
BUY
$117.74 - $132.18 $25,902 - $29,079
220 Added 0.31%
70,329 $8.7 Million
Q4 2022

Feb 06, 2023
BUY
$121.48 - $131.57 $83,821 - $90,783
690 Added 0.99%
70,109 $8.77 Million
Q3 2022

Nov 14, 2022
BUY
N/A
3,060 Added 4.61%
69,419 $7.74 Million
Q2 2022

Jul 20, 2022
BUY
N/A
2,100 Added 3.27%
66,359 $7.88 Million
Q1 2022

May 09, 2022
BUY
N/A
1,403 Added 2.23%
64,259 $8.23 Million
Q4 2021

Feb 03, 2022
SELL
N/A
-270 Reduced 0.43%
62,856 $8.12 Million
Q3 2021

Nov 01, 2021
SELL
N/A
-690 Reduced 1.08%
63,126 $7.42 Million
Q2 2021

Jul 21, 2021
SELL
N/A
-400 Reduced 0.62%
63,816 $7.8 Million
Q1 2021

May 13, 2021
SELL
N/A
-50 Reduced 0.08%
64,216 $7.58 Million
Q4 2020

Feb 04, 2021
BUY
N/A
1,000 Added 1.58%
64,266 $6.81 Million
Q3 2020

Nov 02, 2020
SELL
N/A
-200 Reduced 0.32%
63,266 $5.85 Million
Q2 2020

Jul 23, 2020
BUY
N/A
1,770 Added 2.87%
63,466 $5.79 Million
Q1 2020

May 13, 2020
BUY
N/A
2,945 Added 5.01%
61,696 $4.93 Million
Q4 2019

Jan 24, 2020
SELL
N/A
-80 Reduced 0.14%
58,751 $6.32 Million
Q3 2019

Oct 28, 2019
BUY
N/A
165 Added 0.28%
58,831 $6.04 Million
Q2 2019

Jul 25, 2019
BUY
N/A
840 Added 1.45%
58,666 $5.92 Million
Q1 2019

May 09, 2019
SELL
N/A
-327 Reduced 0.56%
57,826 $5.75 Million
Q4 2018

Jan 30, 2019
SELL
N/A
-356 Reduced 0.61%
58,153 $5.21 Million
Q3 2018

Nov 01, 2018
BUY
N/A
40 Added 0.07%
58,509 $5.73 Million
Q2 2018

Aug 10, 2018
BUY
N/A
765 Added 1.33%
58,469 $5.42 Million
Q1 2018

May 09, 2018
SELL
N/A
-432 Reduced 0.74%
57,704 $5.26 Million
Q4 2017

Feb 05, 2018
SELL
N/A
-4,270 Reduced 6.84%
58,136 $5.49 Million
Q3 2017

Nov 14, 2017
SELL
N/A
-370 Reduced 0.59%
62,406 $5.7 Million
Q2 2017

Aug 07, 2017
BUY
N/A
62,776
62,776 $5.58 Million

Others Institutions Holding SDY

# of Institutions
1,195
Shares Held
70.3M
Call Options Held
99.8K
Put Options Held
17.5K
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 Neumann Capital Management, LLC Portfolio

Follow Neumann Capital 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 Neumann Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Neumann Capital Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email