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

Sar Wealth Management Group, LLC

$151 Billion
Q3 2024

A detailed history of Sar Wealth Management Group, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Sar Wealth Management Group, LLC holds 89,989 shares of SDY stock, worth $11.9 Million. This represents 8.45% of its overall portfolio holdings.

Number of Shares

89,989

Previous 90,469 0.53%

Holding current value

$11.9 Million

Previous $11.5 Billion 11.09%

% of portfolio

8.45%

Previous 8.08%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	SELL	$125.95 - $142.04 $60,456 - $68,179	-480 Reduced 0.53%	89,989 $12.8 Billion
Q2 2024 Jul 15, 2024	SELL	$124.6 - $132.46 $1.02 Million - $1.09 Million	-8,201 Reduced 8.31%	90,469 $11.5 Billion
Q1 2024 Apr 15, 2024	BUY	$122.28 - $131.24 $63,952 - $68,638	523 Added 0.53%	98,670 $12.9 Billion
Q4 2023 Feb 12, 2024	BUY	$110.2 - $125.58 $10.8 Million - $12.3 Million	98,147 New	98,147 $12.3 Billion

Others Institutions Holding SDY

# of Institutions

1,264

Shares Held

68.8M

Call Options Held

51K

Put Options Held

46.5K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
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Sar Wealth Management Group, LLC Spdr Series Tr Spdr S&P Divide Transaction History