Perfromance Wealth Partners, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Perfromance Wealth Partners, LLC

  • $2.89 Billion
  • Q3 2024

A detailed history of Perfromance Wealth Partners, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 4,071 shares of SDY stock, worth $568,596. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,071
Previous 4,098 0.66%
Holding current value
$568,596
Previous $521,000 10.94%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 10, 2024
SELL
$125.95 - $142.04 $3,400 - $3,835
-27 Reduced 0.66%
4,071 $578,000
Q2 2024

Jul 19, 2024
SELL
$124.6 - $132.46 $2,616 - $2,781
-21 Reduced 0.51%
4,098 $521,000
Q1 2024

Apr 30, 2024
BUY
$122.28 - $131.24 $68,476 - $73,494
560 Added 15.73%
4,119 $540,000
Q4 2023

Jan 22, 2024
BUY
$110.2 - $125.58 $12,673 - $14,441
115 Added 3.34%
3,559 $444,000
Q3 2023

Oct 30, 2023
SELL
$115.01 - $127.58 $23,462 - $26,026
-204 Reduced 5.59%
3,444 $396,000
Q2 2023

Jul 13, 2023
SELL
$117.3 - $124.97 $15,131 - $16,121
-129 Reduced 3.42%
3,648 $447,000
Q1 2023

Apr 20, 2023
SELL
$117.74 - $132.18 $6,946 - $7,798
-59 Reduced 1.54%
3,777 $467,000
Q4 2022

Jan 19, 2023
SELL
$112.65 - $131.57 $6,759 - $7,894
-60 Reduced 1.54%
3,836 $0
Q3 2022

Oct 17, 2022
SELL
$111.5 - $132.34 $1,226 - $1,455
-11 Reduced 0.28%
3,896 $434,000
Q2 2022

Jul 15, 2022
SELL
$114.07 - $132.3 $1,140 - $1,323
-10 Reduced 0.26%
3,907 $464,000
Q1 2022

Apr 21, 2022
SELL
$121.65 - $130.75 $90,872 - $97,670
-747 Reduced 16.02%
3,917 $502,000
Q4 2021

Feb 03, 2022
BUY
$118.81 - $129.12 $554,129 - $602,215
4,664 New
4,664 $602,000

Others Institutions Holding SDY

# of Institutions
1,265
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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