Sage View Advisory Group, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Sage View Advisory Group, LLC

$1.98 Trillion
Q1 2024

A detailed history of Sage View Advisory Group, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 5,904 shares of SDY stock, worth $790,722. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,904

Previous 4,145 42.44%

Holding current value

$790,722

Previous $517 Million 39.13%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	BUY	$122.28 - $131.24 $215,090 - $230,851	1,759 Added 42.44%	5,904 $315 Million
Q4 2023 Feb 09, 2024	SELL	$110.2 - $125.58 $865,731 - $986,556	-7,856 Reduced 65.46%	4,145 $517 Million
Q3 2023 Nov 02, 2023	SELL	$115.01 - $127.58 $298,220 - $330,814	-2,593 Reduced 17.77%	12,001 $1.38 Billion
Q2 2023 Aug 11, 2023	BUY	$117.3 - $124.97 $319,525 - $340,418	2,724 Added 22.95%	14,594 $1.79 Billion
Q1 2023 May 01, 2023	BUY	$117.74 - $132.18 $119,270 - $133,898	1,013 Added 9.33%	11,870 $1.47 Billion

Q4 2022 Feb 14, 2023	BUY	$121.48 - $131.57 $1.32 Million - $1.43 Million	10,857 New	10,857 $1.36 Billion

Others Institutions Holding SDY

# of Institutions

1,191

Shares Held

69.8M

Call Options Held

99.8K

Put Options Held

17.5K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
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Sage View Advisory Group, LLC Spdr Series Tr Spdr S&P Divide Transaction History