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

Private Wealth Group, LLC

  • $194 Million
  • Q3 2024

A detailed history of Private Wealth Group, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Private Wealth Group, LLC holds 48,155 shares of SDY stock, worth $6.43 Million. This represents 3.52% of its overall portfolio holdings.

Number of Shares
48,155
Previous 50,053 3.79%
Holding current value
$6.43 Million
Previous $6.37 Million 7.45%
% of portfolio
3.52%
Previous 3.45%

Shares

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

Oct 28, 2024
SELL
$125.95 - $142.04 $239,053 - $269,591
-1,898 Reduced 3.79%
48,155 $6.84 Million
Q2 2024

Jul 24, 2024
BUY
$124.6 - $132.46 $51,584 - $54,838
414 Added 0.83%
50,053 $6.37 Million
Q1 2024

Apr 25, 2024
SELL
$122.28 - $131.24 $634,755 - $681,266
-5,191 Reduced 9.47%
49,639 $6.51 Million
Q4 2023

Jan 26, 2024
SELL
$110.2 - $125.58 $2.17 Million - $2.47 Million
-19,704 Reduced 26.44%
54,830 $6.85 Million
Q3 2023

Nov 14, 2023
BUY
$115.01 - $127.58 $7.44 Million - $8.25 Million
64,658 Added 654.7%
74,534 $8.57 Million
Q2 2023

Aug 10, 2023
SELL
$117.3 - $124.97 $53,488 - $56,986
-456 Reduced 4.41%
9,876 $1.21 Million
Q1 2023

May 01, 2023
SELL
$117.74 - $132.18 $10,125 - $11,367
-86 Reduced 0.83%
10,332 $1.28 Million
Q4 2022

Feb 06, 2023
BUY
$112.65 - $131.57 $114,227 - $133,411
1,014 Added 10.78%
10,418 $1.3 Million
Q3 2022

Oct 12, 2022
BUY
$111.5 - $132.34 $114,845 - $136,310
1,030 Added 12.3%
9,404 $1.05 Million
Q2 2022

Jul 13, 2022
SELL
$114.07 - $132.3 $21,445 - $24,872
-188 Reduced 2.2%
8,374 $994,000
Q1 2022

Apr 13, 2022
BUY
$121.65 - $130.75 $68,002 - $73,089
559 Added 6.98%
8,562 $1.1 Million
Q4 2021

Jan 18, 2022
SELL
$118.81 - $129.12 $1,663 - $1,807
-14 Reduced 0.17%
8,003 $1.03 Million
Q3 2021

Oct 27, 2021
BUY
$117.12 - $125.76 $77,650 - $83,378
663 Added 9.02%
8,017 $942,000
Q2 2021

Aug 06, 2021
BUY
$118.74 - $127.47 $215,513 - $231,358
1,815 Added 32.77%
7,354 $899,000
Q1 2021

May 03, 2021
BUY
$104.47 - $119.79 $361,048 - $413,994
3,456 Added 165.91%
5,539 $654,000
Q4 2020

Feb 01, 2021
BUY
$91.76 - $107.36 $191,136 - $223,630
2,083 New
2,083 $221,000

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 Private Wealth Group, LLC Portfolio

Follow Private Wealth Group, LLC 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 Private Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email