Old North State Wealth Management, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Old North State Wealth Management, LLC

  • $179 Billion
  • Q3 2024

A detailed history of Old North State Wealth Management, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Old North State Wealth Management, LLC holds 1,866 shares of SDY stock, worth $260,530. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,866
Previous 1,854 0.65%
Holding current value
$260,530
Previous $236 Million 12.31%
% of portfolio
0.15%
Previous 0.16%

Shares

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

Oct 29, 2024
BUY
$125.95 - $142.04 $1,511 - $1,704
12 Added 0.65%
1,866 $266 Million
Q2 2024

Oct 29, 2024
SELL
$124.6 - $132.46 $8,971 - $9,537
-72 Reduced 3.74%
1,854 $236 Million
Q1 2024

Oct 29, 2024
SELL
$122.28 - $131.24 $5,013 - $5,380
-41 Reduced 2.08%
1,926 $253 Million
Q4 2023

Oct 28, 2024
BUY
$110.2 - $125.58 $216,763 - $247,015
1,967 New
1,967 $246 Million
Q3 2023

Oct 28, 2024
SELL
$115.01 - $127.58 $270,963 - $300,578
-2,356 Closed
0 $0
Q2 2023

Oct 28, 2024
BUY
$117.3 - $124.97 $1,876 - $1,999
16 Added 0.68%
2,356 $289 Million
Q1 2023

Oct 28, 2024
BUY
$117.74 - $132.18 $1,648 - $1,850
14 Added 0.6%
2,340 $290 Million
Q4 2022

Oct 25, 2024
BUY
$112.65 - $131.57 $1,915 - $2,236
17 Added 0.74%
2,326 $291 Million
Q3 2022

Oct 25, 2024
BUY
$111.5 - $132.34 $1,672 - $1,985
15 Added 0.65%
2,309 $258 Million
Q2 2022

Oct 25, 2024
BUY
$114.07 - $132.3 $22,015 - $25,533
193 Added 9.19%
2,294 $273 Million
Q1 2022

Oct 25, 2024
BUY
$121.65 - $130.75 $1,703 - $1,830
14 Added 0.67%
2,101 $270 Million
Q4 2021

Oct 24, 2024
BUY
$118.81 - $129.12 $247,956 - $269,473
2,087 New
2,087 $270 Million

Others Institutions Holding SDY

# of Institutions
1,264
Shares Held
68.7M
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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