Sky Oak Wealth, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Sky Oak Wealth, LLC

  • $445 Million
  • Q3 2024

A detailed history of Sky Oak Wealth, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 2,785 shares of SDY stock, worth $370,182. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,785
Previous 2,785 -0.0%
Holding current value
$370,182
Previous $354,000 11.58%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Aug 12, 2024
BUY
$124.6 - $132.46 $73,264 - $77,886
588 Added 26.76%
2,785 $354,000
Q1 2024

Apr 29, 2024
BUY
$122.28 - $131.24 $23,844 - $25,591
195 Added 9.74%
2,197 $288,000
Q4 2023

Jan 12, 2024
SELL
$110.2 - $125.58 $85,405 - $97,324
-775 Reduced 27.91%
2,002 $250,000
Q3 2023

Oct 24, 2023
SELL
$115.01 - $127.58 $108,684 - $120,563
-945 Reduced 25.39%
2,777 $319,000
Q2 2023

Jul 20, 2023
BUY
$117.3 - $124.97 $39,060 - $41,615
333 Added 9.83%
3,722 $456,000
Q1 2023

May 02, 2023
SELL
$117.74 - $132.18 $235 - $264
-2 Reduced 0.06%
3,389 $419,000
Q4 2022

Jan 26, 2023
BUY
$112.65 - $131.57 $381,996 - $446,153
3,391 New
3,391 $0

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

SDY Quotes by TradingView
  • Ticker SDY
  • Sector ETFs
  • Industry ETFs
More about SDY
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