Planning Directions Inc Spdr Series Tr Spdr S&P Divide Transaction History

Planning Directions Inc

  • $140 Million
  • Q1 2024

A detailed history of Planning Directions Inc transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Planning Directions Inc holds 26,160 shares of SDY stock, worth $3.31 Million. This represents 2.45% of its overall portfolio holdings.

Number of Shares
26,160
Previous 36,240 27.81%
Holding current value
$3.31 Million
Previous $4.53 Million 24.18%
% of portfolio
2.45%
Previous 3.29%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
SELL
$122.28 - $131.24 $1.23 Million - $1.32 Million
-10,080 Reduced 27.81%
26,160 $3.43 Million
Q4 2023

Jan 31, 2024
SELL
$110.2 - $125.58 $1.45 Million - $1.66 Million
-13,194 Reduced 26.69%
36,240 $4.53 Million
Q3 2023

Oct 27, 2023
SELL
$115.01 - $127.58 $557,798 - $618,763
-4,850 Reduced 8.93%
49,434 $5.69 Million
Q2 2023

Jul 19, 2023
SELL
$117.3 - $124.97 $454,185 - $483,883
-3,872 Reduced 6.66%
54,284 $6.65 Million
Q1 2023

May 11, 2023
BUY
$117.74 - $132.18 $78,414 - $88,031
666 Added 1.16%
58,156 $7.2 Million
Q4 2022

Feb 08, 2023
BUY
$121.48 - $131.57 $257,173 - $278,533
2,117 Added 3.82%
57,490 $7.19 Million
Q3 2022

Nov 08, 2022
BUY
N/A
2,919 Added 5.56%
55,373 $6.17 Million
Q2 2022

Aug 03, 2022
BUY
N/A
10,212 Added 24.17%
52,454 $6.23 Million
Q1 2022

May 19, 2022
BUY
N/A
1,205 Added 2.94%
42,242 $5.41 Million
Q4 2021

Jan 27, 2022
BUY
N/A
1,010 Added 2.52%
41,037 $5.3 Million
Q3 2021

Nov 09, 2021
BUY
N/A
518 Added 1.31%
40,027 $4.71 Million
Q2 2021

Jul 28, 2021
BUY
N/A
128 Added 0.33%
39,509 $4.83 Million
Q1 2021

Apr 28, 2021
BUY
N/A
945 Added 2.46%
39,381 $4.65 Million
Q4 2020

Jan 26, 2021
BUY
N/A
371 Added 0.97%
38,436 $4.07 Million
Q3 2020

Nov 02, 2020
SELL
N/A
-1,948 Reduced 4.87%
38,065 $3.52 Million
Q2 2020

Jul 21, 2020
BUY
N/A
32,038 Added 401.73%
40,013 $3.65 Million
Q1 2020

May 05, 2020
SELL
N/A
-26,388 Reduced 76.79%
7,975 $637,000
Q4 2019

Jan 14, 2020
SELL
N/A
-106 Reduced 0.31%
34,363 $3.7 Million
Q3 2019

Oct 25, 2019
BUY
N/A
362 Added 1.06%
34,469 $3.54 Million
Q2 2019

Jul 15, 2019
BUY
N/A
1,523 Added 4.67%
34,107 $3.44 Million
Q1 2019

Apr 03, 2019
BUY
N/A
1,433 Added 4.6%
32,584 $3.24 Million
Q4 2018

Jan 16, 2019
BUY
N/A
1,147 Added 3.82%
31,151 $2.79 Million
Q3 2018

Oct 05, 2018
BUY
N/A
72 Added 0.24%
30,004 $2.94 Million
Q2 2018

Sep 05, 2018
BUY
N/A
175 Added 0.59%
29,932 $2.78 Million
Q1 2018

May 10, 2018
BUY
N/A
29,757 New
29,757 $2.71 Million

Others Institutions Holding SDY

# of Institutions
1,195
Shares Held
70.3M
Call Options Held
99.8K
Put Options Held
17.5K
View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

SDY Quotes by TradingView
  • Ticker SDY
  • Sector ETFs
  • Industry ETFs
More about SDY
Track This Portfolio

Track Planning Directions Inc Portfolio

Follow Planning Directions Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Planning Directions Inc, based on Form 13F filings with the SEC.

News

Stay updated on Planning Directions Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email