Nvest Financial, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Nvest Financial, LLC

$158 Million
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 18, 2024	SELL	$122.28 - $131.24 $2.43 Million - $2.6 Million	-19,845 Reduced 92.79%	1,543 $202,000
Q4 2023 Jan 22, 2024	SELL	$110.2 - $125.58 $1.42 Million - $1.62 Million	-12,917 Reduced 37.65%	21,388 $2.67 Million
Q3 2023 Oct 13, 2023	SELL	$115.01 - $127.58 $201,152 - $223,137	-1,749 Reduced 4.85%	34,305 $3.95 Million
Q2 2023 Jul 20, 2023	SELL	$117.3 - $124.97 $301,930 - $321,672	-2,574 Reduced 6.66%	36,054 $4.42 Million
Q1 2023 Apr 14, 2023	SELL	$117.74 - $132.18 $146,939 - $164,960	-1,248 Reduced 3.13%	38,628 $4.78 Million
Q4 2022 Jan 19, 2023	SELL	$112.65 - $131.57 $265,741 - $310,373	-2,359 Reduced 5.59%	39,876 $0
Q3 2022 Oct 13, 2022	SELL	$111.5 - $132.34 $159,333 - $189,113	-1,429 Reduced 3.27%	42,235 $4.71 Million
Q2 2022 Jul 13, 2022	BUY	$114.07 - $132.3 $28,175 - $32,678	247 Added 0.57%	43,664 $5.18 Million
Q1 2022 Apr 26, 2022	BUY	$121.65 - $130.75 $5.28 Million - $5.68 Million	43,417 New	43,417 $5.56 Million

Others Institutions Holding SDY

# of Institutions

1,200

Shares Held

68.9M

Call Options Held

43.4K

Put Options Held

18.2K

About SPDR SERIES TR SPDR S&P DIVIDE

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