Ritholtz Wealth Management Spdr Series Tr Spdr S&P Divide Transaction History

Ritholtz Wealth Management

$3.37 Billion
Q4 2024

A detailed history of Ritholtz Wealth Management transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Ritholtz Wealth Management holds 5,718 shares of SDY stock, worth $767,870. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,718

Previous 5,213 9.69%

Holding current value

$767,870

Previous $740,000 2.03%

% of portfolio

0.02%

Previous 0.02%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$131.66 - $144.0 $66,488 - $72,720	505 Added 9.69%	5,718 $755,000
Q2 2024 Jul 31, 2024	SELL	$124.6 - $132.46 $3,115 - $3,311	-25 Reduced 0.48%	5,213 $662,000
Q1 2024 Apr 24, 2024	BUY	$122.28 - $131.24 $27,513 - $29,529	225 Added 4.49%	5,238 $687,000
Q4 2023 Jan 18, 2024	SELL	$110.2 - $125.58 $50,912 - $58,017	-462 Reduced 8.44%	5,013 $626,000
Q3 2023 Oct 13, 2023	BUY	$115.01 - $127.58 $56,009 - $62,131	487 Added 9.76%	5,475 $629,000
Q2 2023 Jul 14, 2023	BUY	$117.3 - $124.97 $117 - $124	1 Added 0.02%	4,988 $611,000
Q3 2022 Oct 18, 2022	SELL	$111.5 - $132.34 $2,230 - $2,646	-20 Reduced 0.4%	4,987 $556,000
Q2 2022 Jul 15, 2022	BUY	$114.07 - $132.3 $114 - $132	1 Added 0.02%	5,007 $594,000
Q1 2022 Apr 14, 2022	SELL	$121.65 - $130.75 $1,216 - $1,307	-10 Reduced 0.2%	5,006 $641,000
Q3 2021 Oct 14, 2021	SELL	$117.12 - $125.76 $5,856 - $6,288	-50 Reduced 0.99%	5,016 $590,000
Q2 2021 Jul 20, 2021	SELL	$118.74 - $127.47 $17,454 - $18,738	-147 Reduced 2.82%	5,066 $619,000
Q1 2021 May 12, 2021	SELL	$104.47 - $119.79 $26,848 - $30,786	-257 Reduced 4.7%	5,213 $615,000
Q4 2020 Jan 19, 2021	SELL	$91.76 - $107.36 $28,445 - $33,281	-310 Reduced 5.36%	5,470 $579,000
Q3 2020 Oct 23, 2020	SELL	$88.24 - $98.33 $4,147 - $4,621	-47 Reduced 0.81%	5,780 $534,000
Q2 2020 Jul 15, 2020	BUY	$76.15 - $100.68 $76 - $100	1 Added 0.02%	5,827 $531,000
Q1 2020 Apr 09, 2020	SELL	$68.26 - $108.76 $5,665 - $9,027	-83 Reduced 1.4%	5,826 $465,000
Q4 2019 Jan 17, 2020	SELL	$98.73 - $107.77 $394 - $431	-4 Reduced 0.07%	5,909 $636,000
Q3 2019 Oct 17, 2019	SELL	$101.59 - $103.8 $7,720 - $7,888	-76 Reduced 1.27%	5,913 $607,000
Q2 2019 Jul 15, 2019	BUY	N/A	16 Added 0.27%	5,989 $604,000
Q3 2018 Oct 12, 2018	SELL	N/A	-17 Reduced 0.28%	5,973 $585,000
Q2 2018 Jul 12, 2018	SELL	N/A	-107 Reduced 1.75%	5,990 $555,000
Q1 2018 Apr 17, 2018	SELL	N/A	-10 Reduced 0.16%	6,097 $556,000
Q4 2017 Jan 23, 2018	BUY	N/A	200 Added 3.39%	6,107 $577,000
Q3 2017 Oct 17, 2017	BUY	N/A	5,907	5,907 $539,000

Others Institutions Holding SDY

# of Institutions

1,318

Shares Held

73.3M

Call Options Held

42.1K

Put Options Held

37.4K

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About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
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Ritholtz Wealth Management Spdr Series Tr Spdr S&P Divide Transaction History