Summit Wealth Partners, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 1,502 shares of SDY stock, worth $207,546. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,502
Holding current value
$207,546
% of portfolio
0.04%

Shares

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

Oct 28, 2024
BUY
$125.95 - $142.04 $189,176 - $213,344
1,502 New
1,502 $213 Million
Q3 2021

Sep 10, 2024
SELL
$117.12 - $125.76 $273,592 - $293,775
-2,336 Closed
0 $0
Q2 2021

Sep 10, 2024
BUY
$118.74 - $127.47 $277,376 - $297,769
2,336 New
2,336 $286 Million
Q2 2020

Sep 10, 2024
SELL
$76.15 - $100.68 $195,705 - $258,747
-2,570 Closed
0 $0
Q1 2020

Sep 10, 2024
SELL
$68.26 - $108.76 $71,946 - $114,633
-1,054 Reduced 29.08%
2,570 $205 Million
Q4 2019

Sep 09, 2024
BUY
$98.73 - $107.77 $357,797 - $390,558
3,624 New
3,624 $390 Million

Others Institutions Holding SDY

# of Institutions
1,239
Shares Held
69.8M
Call Options Held
43.4K
Put Options Held
18.7K
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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