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

Perfromance Wealth Partners, LLC

$2.77 Billion
Q1 2025

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 3,613 shares of SDY stock, worth $469,328. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,613

Previous 3,862 6.45%

Holding current value

$469,328

Previous $510,000 3.92%

% of portfolio

0.02%

Previous 0.02%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$128.74 - $138.67 $32,056 - $34,528	-249 Reduced 6.45%	3,613 $490,000
Q4 2024 Jan 17, 2025	SELL	$131.66 - $144.0 $27,516 - $30,096	-209 Reduced 5.13%	3,862 $510,000
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

1,319

Shares Held

73.1M

Call Options Held

42.1K

Put Options Held

37.4K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

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