A detailed history of Roundview Capital LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Roundview Capital LLC holds 1,718 shares of SDY stock, worth $227,944. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,718
Previous 1,718 -0.0%
Holding current value
$227,944
Previous $218,000 11.93%
% of portfolio
0.02%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

SELL
$124.6 - $132.46 $373 - $397
-3 Reduced 0.17%
1,718 $218,000
Q4 2023

Feb 12, 2024

BUY
$110.2 - $125.58 $189,654 - $216,123
1,721 New
1,721 $215,000
Q2 2023

Aug 09, 2023

SELL
$117.3 - $124.97 $938 - $999
-8 Reduced 0.46%
1,721 $210,000
Q4 2022

Feb 13, 2023

BUY
$112.65 - $131.57 $194,771 - $227,484
1,729 New
1,729 $216,000
Q3 2021

Nov 10, 2021

SELL
$117.12 - $125.76 $53,523 - $57,472
-457 Reduced 20.91%
1,729 $203,000
Q2 2021

Aug 10, 2021

BUY
$118.74 - $127.47 $54,264 - $58,253
457 Added 26.43%
2,186 $267,000
Q1 2021

May 14, 2021

BUY
$104.47 - $119.79 $180,628 - $207,116
1,729 New
1,729 $204,000
Q4 2018

Feb 13, 2019

SELL
N/A
-2,125 Closed
0 $0
Q3 2018

Nov 07, 2018

BUY
N/A
2,125 New
2,125 $208,000
Q1 2018

May 14, 2018

SELL
N/A
-2,125 Closed
0 $0
Q4 2017

Feb 07, 2018

BUY
N/A
2,125
2,125 $201,000

Others Institutions Holding SDY

About SPDR SERIES TR SPDR S&P DIVIDE


  • Ticker SDY
  • Sector ETFs
  • Industry ETFs
More about SDY
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