O'Brien Wealth Partners LLC Spdr Series Tr Spdr S&P Divide Transaction History

O'Brien Wealth Partners LLC

$419 Million
Q2 2024

A detailed history of O'Brien Wealth Partners LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, O'Brien Wealth Partners LLC holds 6,972 shares of SDY stock, worth $982,215. This represents 0.21% of its overall portfolio holdings.

Number of Shares

6,972

Previous 6,936 0.52%

Holding current value

$982,215

Previous $910,000 2.64%

% of portfolio

0.21%

Previous 0.22%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 22, 2024	BUY	$124.6 - $132.46 $4,485 - $4,768	36 Added 0.52%	6,972 $886,000
Q1 2024 Apr 18, 2024	BUY	$122.28 - $131.24 $3,546 - $3,805	29 Added 0.42%	6,936 $910,000
Q4 2023 Jan 25, 2024	SELL	$110.2 - $125.58 $137,199 - $156,347	-1,245 Reduced 15.27%	6,907 $863,000
Q3 2023 Oct 24, 2023	SELL	$115.01 - $127.58 $16,791 - $18,626	-146 Reduced 1.76%	8,152 $937,000
Q2 2023 Aug 07, 2023	SELL	$117.3 - $124.97 $34,486 - $36,741	-294 Reduced 3.42%	8,298 $1.02 Million
Q1 2023 May 08, 2023	BUY	$117.74 - $132.18 $4,945 - $5,551	42 Added 0.49%	8,592 $1.06 Million
Q4 2022 Feb 10, 2023	SELL	$112.65 - $131.57 $52,269 - $61,048	-464 Reduced 5.15%	8,550 $1.07 Million
Q3 2022 Nov 14, 2022	SELL	$111.5 - $132.34 $39,471 - $46,848	-354 Reduced 3.78%	9,014 $1.01 Million
Q2 2022 Jul 22, 2022	BUY	$114.07 - $132.3 $5,703 - $6,615	50 Added 0.54%	9,368 $1.11 Million
Q1 2022 May 10, 2022	SELL	$121.65 - $130.75 $42,942 - $46,154	-353 Reduced 3.65%	9,318 $1.16 Million
Q4 2021 Feb 09, 2022	SELL	$118.81 - $129.12 $6,296 - $6,843	-53 Reduced 0.55%	9,671 $1.22 Million
Q3 2021 Oct 07, 2021	SELL	$117.12 - $125.76 $257,781 - $276,797	-2,201 Reduced 18.46%	9,724 $1.16 Million
Q2 2021 Jul 12, 2021	BUY	$118.74 - $127.47 $7,718 - $8,285	65 Added 0.55%	11,925 $1.47 Million
Q1 2021 Apr 13, 2021	BUY	$104.47 - $119.79 $8,566 - $9,822	82 Added 0.7%	11,860 $1.41 Million
Q4 2020 Jan 11, 2021	SELL	$91.76 - $107.36 $59,552 - $69,676	-649 Reduced 5.22%	11,778 $1.28 Million
Q3 2020 Oct 09, 2020	SELL	$88.24 - $98.33 $83,033 - $92,528	-941 Reduced 7.04%	12,427 $1.21 Million
Q2 2020 Jul 10, 2020	BUY	$76.15 - $100.68 $7,691 - $10,168	101 Added 0.76%	13,368 $1.18 Million
Q1 2020 Apr 03, 2020	SELL	$68.26 - $108.76 $6,484 - $10,332	-95 Reduced 0.71%	13,267 $1.03 Million
Q4 2019 Jan 07, 2020	SELL	$98.73 - $107.77 $14,612 - $15,949	-148 Reduced 1.1%	13,362 $1.43 Million
Q3 2019 Oct 04, 2019	SELL	$101.59 - $103.8 $34,946 - $35,707	-344 Reduced 2.48%	13,510 $1.39 Million
Q2 2019 Jul 08, 2019	SELL	N/A	-442 Reduced 3.09%	13,854 $1.42 Million
Q1 2019 Apr 05, 2019	BUY	N/A	188 Added 1.33%	14,296 $1.42 Million
Q4 2018 Jan 17, 2019	SELL	N/A	-4,472 Reduced 24.07%	14,108 $1.31 Million
Q3 2018 Oct 09, 2018	BUY	N/A	4,420 Added 31.21%	18,580 $1.82 Million
Q2 2018 Jul 11, 2018	SELL	N/A	-5,234 Reduced 26.99%	14,160 $1.31 Million
Q1 2018 Apr 11, 2018	SELL	N/A	-631 Reduced 3.15%	19,394 $1.77 Million
Q4 2017 Jan 10, 2018	BUY	N/A	141 Added 0.71%	20,025 $1.89 Million
Q3 2017 Oct 12, 2017	BUY	N/A	19,884	19,884 $1.82 Million

Others Institutions Holding SDY

# of Institutions

1,200

Shares Held

68.9M

Call Options Held

43.4K

Put Options Held

18.2K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
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O'Brien Wealth Partners LLC Spdr Series Tr Spdr S&P Divide Transaction History