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

Sky Oak Wealth, LLC

$465 Million
Q4 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 2,641 shares of SDY stock, worth $354,422. This represents 0.07% of its overall portfolio holdings.

Number of Shares

2,641

Previous 2,785 5.17%

Holding current value

$354,422

Previous $395,000 11.9%

% of portfolio

0.07%

Previous 0.09%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$131.66 - $144.0 $18,959 - $20,736	-144 Reduced 5.17%	2,641 $348,000
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

1,316

Shares Held

73.3M

Call Options Held

42.1K

Put Options Held

37.4K

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About SPDR SERIES TR SPDR S&P DIVIDE

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