Summit Asset Management, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Summit Asset Management, LLC

  • $866 Million
  • Q3 2024

A detailed history of Summit Asset Management, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Summit Asset Management, LLC holds 1,475 shares of SDY stock, worth $195,703. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,475
Holding current value
$195,703
% of portfolio
0.02%

Shares

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

Nov 06, 2024
BUY
$125.95 - $142.04 $185,776 - $209,509
1,475 New
1,475 $209,000
Q1 2023

May 11, 2023
SELL
$117.74 - $132.18 $90,424 - $101,514
-768 Reduced 22.0%
2,723 $336,000
Q4 2022

Feb 13, 2023
BUY
$112.65 - $131.57 $86,515 - $101,045
768 Added 28.2%
3,491 $436,000
Q2 2021

Aug 06, 2021
SELL
$118.74 - $127.47 $19,592 - $21,032
-165 Reduced 5.71%
2,723 $333,000
Q1 2018

May 07, 2018
SELL
N/A
-36 Reduced 1.23%
2,888 $263,000
Q3 2017

Nov 09, 2017
BUY
N/A
2,924
2,924 $267,000

Others Institutions Holding SDY

# of Institutions
1,264
Shares Held
68.8M
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
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More about SDY
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