Pinnacle Wealth Management Advisory Group, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Pinnacle Wealth Management Advisory Group, LLC

$1.04 Billion
Q3 2024

A detailed history of Pinnacle Wealth Management Advisory Group, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Pinnacle Wealth Management Advisory Group, LLC holds 1,585 shares of SDY stock, worth $223,421. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,585

Previous 1,661 4.58%

Holding current value

$223,421

Previous $211,000 6.64%

% of portfolio

0.02%

Previous 0.02%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$125.95 - $142.04 $9,572 - $10,795	-76 Reduced 4.58%	1,585 $225,000
Q1 2024 Apr 30, 2024	SELL	$122.28 - $131.24 $55,148 - $59,189	-451 Reduced 21.35%	1,661 $217,000
Q4 2023 Feb 06, 2024	SELL	$110.2 - $125.58 $153,618 - $175,058	-1,394 Reduced 39.76%	2,112 $263,000
Q3 2023 Oct 25, 2023	BUY	$115.01 - $127.58 $345 - $382	3 Added 0.09%	3,506 $403,000
Q2 2023 Aug 02, 2023	SELL	$117.3 - $124.97 $21,583 - $22,994	-184 Reduced 4.99%	3,503 $429,000
Q1 2023 May 04, 2023	BUY	$117.74 - $132.18 $54,160 - $60,802	460 Added 14.25%	3,687 $456,000
Q4 2022 Feb 06, 2023	BUY	$112.65 - $131.57 $363,521 - $424,576	3,227 New	3,227 $403,000
Q4 2018 Feb 05, 2019	SELL	N/A	-4,095 Closed	0 $0
Q3 2018 Nov 09, 2018	SELL	N/A	-1,160 Reduced 22.07%	4,095 $401,000
Q2 2018 Aug 14, 2018	SELL	N/A	-11 Reduced 0.21%	5,255 $487,000
Q4 2017 Feb 12, 2018	BUY	N/A	741 Added 16.38%	5,266 $498,000
Q2 2017 Aug 07, 2017	BUY	N/A	4,525	4,525 $402,000

Others Institutions Holding SDY

# of Institutions

1,246

Shares Held

69.8M

Call Options Held

43.4K

Put Options Held

18.7K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
Sector ETFs
Industry ETFs

More about SDY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Wealth Management Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Wealth Management Advisory Group, LLC with notifications on news.

Account

Pinnacle Wealth Management Advisory Group, LLC Spdr Series Tr Spdr S&P Divide Transaction History