O'Rourke & Company, Inc Spdr Series Tr Spdr S&P Divide Transaction History

O'Rourke & Company, Inc

  • $172 Million
  • Q1 2024

A detailed history of O'Rourke & Company, Inc transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, O'Rourke & Company, Inc holds 3,309 shares of SDY stock, worth $418,588. This represents 0.25% of its overall portfolio holdings.

Number of Shares
3,309
Previous 2,911 13.67%
Holding current value
$418,588
Previous $364,000 19.23%
% of portfolio
0.25%
Previous 0.23%

Shares

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

Apr 18, 2024
BUY
$122.28 - $131.24 $48,667 - $52,233
398 Added 13.67%
3,309 $434,000
Q4 2023

Jan 24, 2024
BUY
$110.2 - $125.58 $771 - $879
7 Added 0.24%
2,911 $364,000
Q3 2023

Nov 13, 2023
SELL
$115.01 - $127.58 $22,426 - $24,878
-195 Reduced 6.29%
2,904 $334,000
Q2 2023

Jul 25, 2023
BUY
$117.3 - $124.97 $703 - $749
6 Added 0.19%
3,099 $380,000
Q1 2023

May 12, 2023
BUY
$117.74 - $132.18 $588 - $660
5 Added 0.16%
3,093 $383,000
Q4 2022

Feb 13, 2023
BUY
$121.48 - $131.57 $91,717 - $99,335
755 Added 32.36%
3,088 $386,000
Q3 2022

Nov 14, 2022
BUY
N/A
633 Added 37.24%
2,333 $260,000
Q4 2021

Feb 16, 2022
BUY
N/A
1,700 New
1,700 $220,000

Others Institutions Holding SDY

# of Institutions
1,197
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

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  • Ticker SDY
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