Tci Wealth Advisors, Inc. Spdr Series Tr Spdr S&P Divide Transaction History

Tci Wealth Advisors, Inc.

$1.12 Billion
Q3 2024

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 03, 2023	SELL	$117.74 - $132.18 $1,412 - $1,586	-12 Reduced 1.12%	1,059 $131,000
Q4 2022 Feb 06, 2023	BUY	$112.65 - $131.57 $450 - $526	4 Added 0.37%	1,071 $133,000
Q3 2022 Nov 08, 2022	SELL	$111.5 - $132.34 $780 - $926	-7 Reduced 0.65%	1,067 $119,000
Q2 2022 Jul 19, 2022	SELL	$114.07 - $132.3 $12,775 - $14,817	-112 Reduced 9.44%	1,074 $127,000
Q1 2022 Apr 29, 2022	SELL	$121.65 - $130.75 $10,218 - $10,983	-84 Reduced 6.61%	1,186 $152,000
Q4 2021 Jan 24, 2022	BUY	$118.81 - $129.12 $20,791 - $22,596	175 Added 15.98%	1,270 $164,000
Q3 2021 Oct 29, 2021	SELL	$117.12 - $125.76 $1,288 - $1,383	-11 Reduced 0.99%	1,095 $129,000
Q2 2021 Aug 02, 2021	BUY	$118.74 - $127.47 $474 - $509	4 Added 0.36%	1,106 $135,000
Q1 2021 Apr 29, 2021	BUY	$104.47 - $119.79 $522 - $598	5 Added 0.46%	1,102 $130,000
Q4 2020 Jan 21, 2021	BUY	$91.76 - $107.36 $550 - $644	6 Added 0.55%	1,097 $116,000
Q3 2020 Oct 20, 2020	BUY	$88.24 - $98.33 $441 - $491	5 Added 0.46%	1,091 $101,000
Q2 2020 Jul 20, 2020	SELL	$76.15 - $100.68 $3,350 - $4,429	-44 Reduced 3.89%	1,086 $99,000
Q1 2020 Apr 14, 2020	SELL	$68.26 - $108.76 $682 - $1,087	-10 Reduced 0.88%	1,130 $90,000
Q4 2019 Jan 27, 2020	BUY	$98.73 - $107.77 $394 - $431	4 Added 0.35%	1,140 $123,000
Q3 2019 Oct 17, 2019	SELL	$101.59 - $103.8 $622,746 - $636,294	-6,130 Reduced 84.37%	1,136 $117,000
Q2 2019 Jul 23, 2019	SELL	N/A	-97 Reduced 1.32%	7,266 $733,000
Q1 2019 Apr 11, 2019	SELL	N/A	-15 Reduced 0.2%	7,363 $732,000
Q4 2018 Jan 17, 2019	SELL	N/A	-369 Reduced 4.76%	7,378 $661,000
Q3 2018 Nov 02, 2018	BUY	N/A	4 Added 0.05%	7,747 $759,000
Q2 2018 Jul 27, 2018	SELL	N/A	-456 Reduced 5.56%	7,743 $718,000
Q1 2018 Apr 30, 2018	SELL	N/A	-697 Reduced 7.83%	8,199 $748,000
Q4 2017 Feb 01, 2018	BUY	N/A	43 Added 0.49%	8,896 $840,000
Q3 2017 Oct 24, 2017	BUY	N/A	1,149 Added 14.91%	8,853 $809,000
Q2 2017 Aug 10, 2017	BUY	N/A	7,704	7,704 $685,000

Others Institutions Holding SDY

# of Institutions

1,264

Shares Held

68.7M

Call Options Held

51K

Put Options Held

46.5K

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