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

Principle Wealth Partners LLC

$1.33 Billion
Q3 2024

A detailed history of Principle Wealth Partners LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Principle Wealth Partners LLC holds 17,603 shares of SDY stock, worth $2.35 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

17,603

Previous 18,323 3.93%

Holding current value

$2.35 Million

Previous $2.33 Million 7.3%

% of portfolio

0.19%

Previous 0.19%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$125.95 - $142.04 $90,684 - $102,268	-720 Reduced 3.93%	17,603 $2.5 Million
Q2 2024 Aug 13, 2024	BUY	$124.6 - $132.46 $279,104 - $296,710	2,240 Added 13.93%	18,323 $2.33 Million
Q4 2023 Feb 05, 2024	BUY	$110.2 - $125.58 $160,341 - $182,718	1,455 Added 9.95%	16,083 $2.01 Million
Q3 2023 Nov 01, 2023	SELL	$115.01 - $127.58 $115,010 - $127,580	-1,000 Reduced 6.4%	14,628 $1.68 Million
Q2 2023 Jul 31, 2023	SELL	$117.3 - $124.97 $243,632 - $259,562	-2,077 Reduced 11.73%	15,628 $1.92 Million
Q1 2023 May 10, 2023	SELL	$117.74 - $132.18 $99,490 - $111,692	-845 Reduced 4.56%	17,705 $2.19 Million
Q1 2022 May 12, 2022	BUY	$121.65 - $130.75 $97,320 - $104,600	800 Added 4.51%	18,550 $2.38 Million
Q4 2021 Feb 11, 2022	SELL	$118.81 - $129.12 $496,031 - $539,076	-4,175 Reduced 19.04%	17,750 $2.29 Million
Q1 2021 May 18, 2021	SELL	$104.47 - $119.79 $6,790 - $7,786	-65 Reduced 0.3%	21,925 $2.59 Million
Q4 2020 Feb 16, 2021	BUY	$91.76 - $107.36 $1.79 Million - $2.09 Million	19,497 Added 782.07%	21,990 $2.33 Million
Q2 2020 Aug 14, 2020	BUY	$76.15 - $100.68 $189,841 - $250,995	2,493 New	2,493 $227,000
Q1 2020 May 13, 2020	SELL	$68.26 - $108.76 $135,359 - $215,671	-1,983 Closed	0 $0
Q4 2019 Feb 04, 2020	SELL	$98.73 - $107.77 $126,966 - $138,592	-1,286 Reduced 39.34%	1,983 $213,000
Q3 2019 Nov 05, 2019	SELL	$101.59 - $103.8 $3,250 - $3,321	-32 Reduced 0.97%	3,269 $335,000
Q1 2019 Oct 30, 2019	BUY	N/A	3,301 New	3,301 $328,000

Others Institutions Holding SDY

# of Institutions

1,264

Shares Held

68.8M

Call Options Held

51K

Put Options Held

46.5K

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About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
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Principle Wealth Partners LLC Spdr Series Tr Spdr S&P Divide Transaction History