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

Nvest Financial, LLC

  • $169 Million
  • Q3 2024

A detailed history of Nvest Financial, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Nvest Financial, LLC holds 1,559 shares of SDY stock, worth $208,547. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,559
Holding current value
$208,547
% of portfolio
0.13%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024
BUY
$125.95 - $142.04 $196,356 - $221,440
1,559 New
1,559 $221,000
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
1,265
Shares Held
67.8M
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
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