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 62,965 shares of SDY stock, worth $8.35 Million. This represents 2.95% of its overall portfolio holdings.

Number of Shares
62,965
Previous 60,427 4.2%
Holding current value
$8.35 Million
Previous $7.69 Billion 16.38%
% of portfolio
2.95%
Previous 3.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

BUY
$125.95 - $142.04 $319,661 - $360,497
2,538 Added 4.2%
62,965 $8.94 Billion
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

About SPDR SERIES TR SPDR S&P DIVIDE


  • Ticker SDY
  • Sector ETFs
  • Industry ETFs
More about SDY
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