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

Strategic Family Wealth Counselors, L.L.C.

$291 Million
Q1 2025

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 59,157 shares of SDY stock, worth $7.93 Million. This represents 2.76% of its overall portfolio holdings.

Number of Shares

59,157

Previous 58,224 1.6%

Holding current value

$7.93 Million

Previous $7.69 Million 4.36%

% of portfolio

2.76%

Previous 2.63%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$128.74 - $138.67 $120,114 - $129,379	933 Added 1.6%	59,157 $8.03 Million
Q4 2024 Feb 06, 2025	SELL	$131.66 - $144.0 $46,870 - $51,264	-356 Reduced 0.61%	58,224 $7.69 Million
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

1,321

Shares Held

71.4M

Call Options Held

48.3K

Put Options Held

39.7K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

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