Smith & Howard Wealth Management, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Smith & Howard Wealth Management, LLC

  • $322 Million
  • Q1 2024

A detailed history of Smith & Howard Wealth Management, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Smith & Howard Wealth Management, LLC holds 2,851 shares of SDY stock, worth $360,651. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,851
Previous 2,217 28.6%
Holding current value
$360,651
Previous $277,000 35.02%
% of portfolio
0.12%
Previous 0.1%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
BUY
$122.28 - $131.24 $77,525 - $83,206
634 Added 28.6%
2,851 $374,000
Q4 2023

Feb 01, 2024
SELL
$110.2 - $125.58 $100,612 - $114,654
-913 Reduced 29.17%
2,217 $277,000
Q3 2023

Oct 13, 2023
SELL
$115.01 - $127.58 $53,939 - $59,835
-469 Reduced 13.03%
3,130 $359,000
Q2 2023

Jul 17, 2023
SELL
$117.3 - $124.97 $4,105 - $4,373
-35 Reduced 0.96%
3,599 $441,000
Q1 2023

Apr 13, 2023
BUY
$117.74 - $132.18 $150,471 - $168,926
1,278 Added 54.24%
3,634 $449,000
Q4 2022

Feb 06, 2023
SELL
$121.48 - $131.57 $160,110 - $173,409
-1,318 Reduced 35.87%
2,356 $294,000
Q3 2022

Oct 18, 2022
SELL
N/A
-117 Reduced 3.09%
3,674 $410,000
Q2 2022

Aug 05, 2022
BUY
N/A
1,580 Added 71.46%
3,791 $450,000
Q1 2022

May 03, 2022
BUY
N/A
50 Added 2.31%
2,211 $283,000
Q4 2021

Jan 18, 2022
SELL
N/A
-1,730 Reduced 44.46%
2,161 $279,000
Q3 2021

Oct 22, 2021
SELL
N/A
-10 Reduced 0.26%
3,891 $457,000
Q2 2021

Aug 06, 2021
SELL
N/A
-328 Reduced 7.76%
3,901 $477,000
Q1 2021

Apr 30, 2021
SELL
N/A
-320 Reduced 7.03%
4,229 $499,000
Q4 2020

Feb 04, 2021
SELL
N/A
-172 Reduced 3.64%
4,549 $482,000
Q3 2020

Nov 04, 2020
BUY
N/A
132 Added 2.88%
4,721 $436,000
Q2 2020

Aug 04, 2020
SELL
N/A
-248 Reduced 5.13%
4,589 $419,000
Q1 2020

Apr 22, 2020
BUY
N/A
215 Added 4.65%
4,837 $386,000
Q4 2019

Jan 13, 2020
BUY
N/A
58 Added 1.27%
4,622 $497,000
Q3 2019

Nov 12, 2019
BUY
N/A
1,366 Added 42.71%
4,564 $468,000
Q2 2019

Jul 23, 2019
SELL
N/A
-1,480 Reduced 31.64%
3,198 $323,000
Q4 2018

Jan 23, 2019
BUY
N/A
320 Added 7.34%
4,678 $419,000
Q3 2018

Nov 14, 2018
SELL
N/A
-31 Reduced 0.71%
4,358 $427,000
Q2 2018

Aug 14, 2018
BUY
N/A
1,770 Added 67.58%
4,389 $407,000
Q1 2018

May 14, 2018
SELL
N/A
-6,218 Reduced 70.36%
2,619 $239,000
Q4 2017

Feb 14, 2018
SELL
N/A
-5,423 Reduced 38.03%
8,837 $835,000
Q3 2017

Nov 15, 2017
SELL
N/A
-223 Reduced 1.54%
14,260 $1.3 Million
Q2 2017

Aug 11, 2017
BUY
N/A
14,483
14,483 $1.29 Million

Others Institutions Holding SDY

# of Institutions
1,197
Shares Held
70.3M
Call Options Held
99.8K
Put Options Held
17.5K
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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