Private Wealth Advisors, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Private Wealth Advisors, LLC

$271 Million
Q1 2025

A detailed history of Private Wealth Advisors, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Private Wealth Advisors, LLC holds 4,534 shares of SDY stock, worth $634,125. This represents 0.23% of its overall portfolio holdings.

Number of Shares

4,534

Previous 4,596 1.35%

Holding current value

$634,125

Previous $607,000 1.32%

% of portfolio

0.23%

Previous 0.24%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$128.74 - $138.67 $7,981 - $8,597	-62 Reduced 1.35%	4,534 $615,000
Q4 2024 Feb 05, 2025	SELL	$131.66 - $144.0 $5,134 - $5,616	-39 Reduced 0.84%	4,596 $607,000
Q3 2024 Nov 05, 2024	BUY	$125.95 - $142.04 $251 - $284	2 Added 0.04%	4,635 $658,000
Q2 2024 Jul 23, 2024	SELL	$124.6 - $132.46 $6,354 - $6,755	-51 Reduced 1.09%	4,633 $589,000
Q1 2024 May 08, 2024	SELL	$122.28 - $131.24 $11,861 - $12,730	-97 Reduced 2.03%	4,684 $614,000
Q4 2023 Jan 23, 2024	SELL	$110.2 - $125.58 $7,383 - $8,413	-67 Reduced 1.38%	4,781 $597,000
Q3 2023 Oct 18, 2023	SELL	$115.01 - $127.58 $11,616 - $12,885	-101 Reduced 2.04%	4,848 $557,000
Q2 2023 Jul 20, 2023	SELL	$117.3 - $124.97 $17,125 - $18,245	-146 Reduced 2.87%	4,949 $606,000
Q1 2023 Apr 24, 2023	SELL	$117.74 - $132.18 $10,596 - $11,896	-90 Reduced 1.74%	5,095 $630,000
Q4 2022 Feb 13, 2023	BUY	$112.65 - $131.57 $1,577 - $1,841	14 Added 0.27%	5,185 $648,000
Q3 2022 Nov 14, 2022	BUY	$111.5 - $132.34 $1,784 - $2,117	16 Added 0.31%	5,171 $577,000
Q2 2022 Aug 15, 2022	BUY	$114.07 - $132.3 $114 - $132	1 Added 0.02%	5,155 $665,000
Q1 2022 May 17, 2022	BUY	$121.65 - $130.75 $1,824 - $1,961	15 Added 0.29%	5,154 $660,000
Q4 2021 Feb 11, 2022	SELL	$118.81 - $129.12 $1.73 Million - $1.89 Million	-14,602 Reduced 73.97%	5,139 $664,000
Q3 2021 Dec 03, 2021	SELL	$117.12 - $125.76 $3,982 - $4,275	-34 Reduced 0.17%	19,741 $2.44 Million
Q2 2021 Jul 29, 2021	BUY	$118.74 - $127.47 $239,617 - $257,234	2,018 Added 11.36%	19,775 $2.42 Million
Q1 2021 May 17, 2021	BUY	$104.47 - $119.79 $322,498 - $369,791	3,087 Added 21.04%	17,757 $2.1 Million
Q4 2020 Feb 11, 2021	BUY	$91.76 - $107.36 $832,263 - $973,755	9,070 Added 161.96%	14,670 $1.6 Million
Q3 2020 Nov 16, 2020	BUY	$88.24 - $98.33 $13,236 - $14,749	150 Added 2.75%	5,600 $517,000
Q2 2020 Aug 13, 2020	SELL	$76.15 - $100.68 $1.36 Million - $1.79 Million	-17,794 Reduced 76.55%	5,450 $497,000
Q1 2020 May 14, 2020	BUY	$68.26 - $108.76 $3,071 - $4,894	45 Added 0.19%	23,244 $1.86 Million
Q4 2019 Feb 12, 2020	BUY	$98.73 - $107.77 $481,802 - $525,917	4,880 Added 26.64%	23,199 $2.5 Million
Q4 2019 Jan 31, 2020	SELL	$98.73 - $107.77 $480,518 - $524,516	-4,867 Reduced 20.99%	18,319 $1.64 Million
Q3 2019 Nov 22, 2019	BUY	$101.59 - $103.8 $263,626 - $269,361	2,595 Added 12.6%	23,186 $2.38 Million
Q1 2019 Nov 22, 2019	BUY	N/A	2,272 Added 12.4%	20,591 $2.05 Million
Q4 2018 Feb 03, 2020	BUY	N/A	18,319 New	18,319 $1.64 Million

Others Institutions Holding SDY

# of Institutions

1,323

Shares Held

70.9M

Call Options Held

48.3K

Put Options Held

39.7K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
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Private Wealth Advisors, LLC Spdr Series Tr Spdr S&P Divide Transaction History