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

Ridgecrest Wealth Partners, LLC

  • $166 Million
  • Q2 2024

A detailed history of Ridgecrest Wealth Partners, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Ridgecrest Wealth Partners, LLC holds 2,724 shares of SDY stock, worth $383,757. This represents 0.21% of its overall portfolio holdings.

Number of Shares
2,724
Previous 2,724 -0.0%
Holding current value
$383,757
Previous $357,000 3.08%
% of portfolio
0.21%
Previous 0.21%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 09, 2024
BUY
$110.2 - $125.58 $2,204 - $2,511
20 Added 0.74%
2,724 $340,000
Q1 2023

Apr 24, 2023
BUY
$117.74 - $132.18 $29,905 - $33,573
254 Added 10.37%
2,704 $334,000
Q4 2022

Jan 26, 2023
SELL
$112.65 - $131.57 $90,120 - $105,256
-800 Reduced 24.62%
2,450 $0
Q3 2022

Oct 20, 2022
BUY
$111.5 - $132.34 $44,600 - $52,936
400 Added 14.04%
3,250 $362,000
Q4 2021

Jan 19, 2022
SELL
$118.81 - $129.12 $7,603 - $8,263
-64 Reduced 2.2%
2,850 $368,000
Q1 2021

May 19, 2021
BUY
$104.47 - $119.79 $304,425 - $349,068
2,914 New
2,914 $344,000

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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