Pfg Private Wealth Management, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Pfg Private Wealth Management, LLC

  • $172 Million
  • Q3 2024

A detailed history of Pfg Private Wealth Management, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Pfg Private Wealth Management, LLC holds 1,419 shares of SDY stock, worth $201,937. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,419
Previous 1,419 -0.0%
Holding current value
$201,937
Previous $180,000 11.67%
% of portfolio
0.12%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 22, 2024
BUY
$110.2 - $125.58 $51,683 - $58,897
469 Added 49.37%
1,419 $177,000
Q3 2023

Oct 24, 2023
SELL
$115.01 - $127.58 $8,970 - $9,951
-78 Reduced 7.59%
950 $109,000
Q1 2023

May 01, 2023
BUY
$117.74 - $132.18 $8,241 - $9,252
70 Added 7.31%
1,028 $127,000
Q2 2022

Jul 19, 2022
BUY
$114.07 - $132.3 $912 - $1,058
8 Added 0.84%
958 $114,000
Q3 2021

Nov 04, 2021
BUY
$117.12 - $125.76 $111,264 - $119,472
950 New
950 $112,000

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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