Simplicity Wealth,Llc Spdr Series Tr Spdr S&P Divide Transaction History

Simplicity Wealth,Llc

  • $1.2 Billion
  • Q1 2025

A detailed history of Simplicity Wealth,Llc transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Simplicity Wealth,Llc holds 3,323 shares of SDY stock, worth $430,095. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,323
Previous 3,323 -0.0%
Holding current value
$430,095
Previous $438,000 1.83%
% of portfolio
0.04%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024
SELL
$125.95 - $142.04 $435,031 - $490,606
-3,454 Reduced 50.97%
3,323 $471,000
Q2 2024

Jul 10, 2024
BUY
$124.6 - $132.46 $371,183 - $394,598
2,979 Added 78.44%
6,777 $861,000
Q1 2024

Apr 24, 2024
BUY
$122.28 - $131.24 $464,419 - $498,449
3,798 New
3,798 $498,000

Others Institutions Holding SDY

# of Institutions
1,322
Shares Held
73.2M
Call Options Held
42.1K
Put Options Held
37.4K
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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