Thrive Wealth Management, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Thrive Wealth Management, LLC

$541 Million
Q3 2024

A detailed history of Thrive Wealth Management, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Thrive Wealth Management, LLC holds 2,202 shares of SDY stock, worth $304,272. This represents 0.06% of its overall portfolio holdings.

Number of Shares

2,202

Previous 2,388 7.79%

Holding current value

$304,272

Previous $303,000 2.97%

% of portfolio

0.06%

Previous 0.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 04, 2024	SELL	$125.95 - $142.04 $23,426 - $26,419	-186 Reduced 7.79%	2,202 $312,000
Q2 2024 Jul 12, 2024	BUY	$124.6 - $132.46 $79,993 - $85,039	642 Added 36.77%	2,388 $303,000
Q1 2024 Apr 15, 2024	SELL	$122.28 - $131.24 $43,776 - $46,983	-358 Reduced 17.02%	1,746 $229,000
Q4 2023 Jan 09, 2024	SELL	$110.2 - $125.58 $110 - $125	-1 Reduced 0.05%	2,104 $262,000
Q3 2023 Oct 13, 2023	BUY	$115.01 - $127.58 $7,820 - $8,675	68 Added 3.34%	2,105 $242,000
Q2 2023 Jul 11, 2023	BUY	$117.3 - $124.97 $351 - $374	3 Added 0.15%	2,037 $249,000
Q1 2023 Apr 07, 2023	BUY	$117.74 - $132.18 $353 - $396	3 Added 0.15%	2,034 $251,000
Q4 2022 Jan 25, 2023	BUY	$112.65 - $131.57 $23,205 - $27,103	206 Added 11.29%	2,031 $0
Q3 2022 Oct 24, 2022	BUY	$111.5 - $132.34 $203,487 - $241,520	1,825 New	1,825 $204,000

Others Institutions Holding SDY

# of Institutions

1,236

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

Ticker SDY
Sector ETFs
Industry ETFs

More about SDY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Thrive Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Thrive Wealth Management, LLC with notifications on news.

Account

Thrive Wealth Management, LLC Spdr Series Tr Spdr S&P Divide Transaction History