Strategic Family Wealth Counselors, L.L.C. Spdr Series Tr Spdr S&P Divide Transaction History

Strategic Family Wealth Counselors, L.L.C.

  • $281 Million
  • Q3 2024

A detailed history of Strategic Family Wealth Counselors, L.L.C. transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Strategic Family Wealth Counselors, L.L.C. holds 58,580 shares of SDY stock, worth $7.9 Million. This represents 2.96% of its overall portfolio holdings.

Number of Shares
58,580
Previous 55,541 5.47%
Holding current value
$7.9 Million
Previous $7.06 Million 17.8%
% of portfolio
2.96%
Previous 2.71%

Shares

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

Oct 31, 2024
BUY
$125.95 - $142.04 $382,762 - $431,659
3,039 Added 5.47%
58,580 $8.32 Million
Q2 2024

Aug 14, 2024
BUY
$124.6 - $132.46 $129,210 - $137,361
1,037 Added 1.9%
55,541 $7.06 Million
Q1 2024

May 14, 2024
BUY
$122.28 - $131.24 $123,380 - $132,421
1,009 Added 1.89%
54,504 $7.15 Million
Q4 2023

Jan 29, 2024
BUY
$110.2 - $125.58 $352,199 - $401,353
3,196 Added 6.35%
53,495 $6.69 Million
Q3 2023

Nov 13, 2023
BUY
$115.01 - $127.58 $94,193 - $104,488
819 Added 1.66%
50,299 $5.78 Million
Q2 2023

Aug 10, 2023
BUY
$117.3 - $124.97 $74,368 - $79,230
634 Added 1.3%
49,480 $6.07 Million
Q1 2023

May 15, 2023
BUY
$117.74 - $132.18 $88,305 - $99,135
750 Added 1.56%
48,846 $6.04 Million
Q4 2022

Jan 25, 2023
BUY
$112.65 - $131.57 $191,505 - $223,669
1,700 Added 3.66%
48,096 $0
Q3 2022

Nov 10, 2022
BUY
$111.5 - $132.34 $152,197 - $180,644
1,365 Added 3.03%
46,396 $5.17 Million
Q2 2022

Aug 11, 2022
BUY
$114.07 - $132.3 $38,099 - $44,188
334 Added 0.75%
45,031 $5.35 Million
Q1 2022

May 04, 2022
BUY
$121.65 - $130.75 $549,736 - $590,859
4,519 Added 11.25%
44,697 $5.73 Million
Q4 2021

Feb 08, 2022
BUY
$118.81 - $129.12 $196,630 - $213,693
1,655 Added 4.3%
40,178 $5.19 Million
Q3 2021

Nov 09, 2021
BUY
$117.12 - $125.76 $315,872 - $339,174
2,697 Added 7.53%
38,523 $4.53 Million
Q2 2021

Jul 29, 2021
SELL
$118.74 - $127.47 $80,624 - $86,552
-679 Reduced 1.86%
35,826 $4.38 Million
Q1 2021

May 10, 2021
BUY
$104.47 - $119.79 $101,649 - $116,555
973 Added 2.74%
36,505 $4.31 Million
Q4 2020

Feb 16, 2021
SELL
$91.76 - $107.36 $2,569 - $3,006
-28 Reduced 0.08%
35,532 $3.76 Million
Q3 2020

Oct 26, 2020
BUY
$88.24 - $98.33 $46,149 - $51,426
523 Added 1.49%
35,560 $3.29 Million
Q2 2020

Jul 13, 2020
SELL
$76.15 - $100.68 $124,886 - $165,115
-1,640 Reduced 4.47%
35,037 $3.2 Million
Q1 2020

Apr 16, 2020
BUY
$68.26 - $108.76 $203,210 - $323,778
2,977 Added 8.83%
36,677 $2.93 Million
Q4 2019

Jan 17, 2020
SELL
$98.73 - $107.77 $101,691 - $111,003
-1,030 Reduced 2.97%
33,700 $3.63 Million
Q3 2019

Oct 17, 2019
SELL
$101.59 - $103.8 $91,938 - $93,939
-905 Reduced 2.54%
34,730 $3.56 Million
Q2 2019

Jul 17, 2019
BUY
N/A
356 Added 1.01%
35,635 $3.6 Million
Q1 2019

Apr 26, 2019
BUY
N/A
1,267 Added 3.73%
35,279 $3.51 Million
Q4 2018

Jan 18, 2019
BUY
N/A
34,012 New
34,012 $3.05 Million

Others Institutions Holding SDY

# of Institutions
1,263
Shares Held
67.9M
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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