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

Precedent Wealth Partners, LLC

  • $248 Billion
  • Q2 2024

A detailed history of Precedent Wealth Partners, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 60,427 shares of SDY stock, worth $8.56 Million. This represents 3.09% of its overall portfolio holdings.

Number of Shares
60,427
Previous 59,944 0.81%
Holding current value
$8.56 Million
Previous $7.87 Billion 2.31%
% of portfolio
3.09%
Previous 3.38%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024
BUY
$124.6 - $132.46 $60,181 - $63,978
483 Added 0.81%
60,427 $7.69 Billion
Q1 2024

Apr 23, 2024
SELL
$122.28 - $131.24 $154,317 - $165,624
-1,262 Reduced 2.06%
59,944 $7.87 Billion
Q4 2023

Jan 18, 2024
BUY
$110.2 - $125.58 $6.74 Million - $7.69 Million
61,206 New
61,206 $7.65 Billion

Others Institutions Holding SDY

# of Institutions
1,200
Shares Held
68.9M
Call Options Held
43.4K
Put Options Held
18.2K
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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