Slate Stone Wealth, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Slate Stone Wealth, LLC

  • $1.11 Billion
  • Q3 2024

A detailed history of Slate Stone Wealth, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Slate Stone Wealth, LLC holds 7,074 shares of SDY stock, worth $947,279. This represents 0.09% of its overall portfolio holdings.

Number of Shares
7,074
Previous 8,524 17.01%
Holding current value
$947,279
Previous $1.08 Million 7.29%
% of portfolio
0.09%
Previous 0.12%

Shares

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

Nov 07, 2024
SELL
$125.95 - $142.04 $182,627 - $205,958
-1,450 Reduced 17.01%
7,074 $1.01 Million
Q2 2024

Jul 25, 2024
BUY
$124.6 - $132.46 $39,996 - $42,519
321 Added 3.91%
8,524 $1.08 Million
Q1 2024

Apr 26, 2024
BUY
$122.28 - $131.24 $53,069 - $56,958
434 Added 5.59%
8,203 $1.08 Million
Q4 2023

Feb 01, 2024
SELL
$110.2 - $125.58 $418,098 - $476,450
-3,794 Reduced 32.81%
7,769 $971,000
Q3 2023

Oct 12, 2023
SELL
$115.01 - $127.58 $306,041 - $339,490
-2,661 Reduced 18.71%
11,563 $1.33 Million
Q2 2023

Aug 07, 2023
SELL
$117.3 - $124.97 $291,021 - $310,050
-2,481 Reduced 14.85%
14,224 $1.74 Million
Q1 2023

Aug 08, 2023
BUY
$117.74 - $132.18 $273,745 - $307,318
2,325 Added 16.35%
16,549 $2.05 Million
Q4 2022

Feb 01, 2023
BUY
$112.65 - $131.57 $501,855 - $586,144
4,455 Added 36.37%
16,705 $2.09 Million
Q3 2022

Nov 03, 2022
BUY
$111.5 - $132.34 $747,050 - $886,678
6,700 Added 120.72%
12,250 $1.37 Million
Q2 2022

Aug 04, 2022
BUY
$114.07 - $132.3 $633,088 - $734,265
5,550 New
5,550 $659,000

Others Institutions Holding SDY

# of Institutions
1,263
Shares Held
67.8M
Call Options Held
51K
Put Options Held
46K
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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