Triangle Securities Wealth Management Spdr Series Tr Spdr S&P Divide Transaction History

Triangle Securities Wealth Management

$374 Million
Q4 2024

A detailed history of Triangle Securities Wealth Management transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Triangle Securities Wealth Management holds 6,399 shares of SDY stock, worth $873,719. This represents 0.23% of its overall portfolio holdings.

Number of Shares

6,399

Previous 6,423 0.37%

Holding current value

$873,719

Previous $912,000 7.35%

% of portfolio

0.23%

Previous 0.24%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 15, 2025	SELL	$131.66 - $144.0 $3,159 - $3,456	-24 Reduced 0.37%	6,399 $845,000
Q3 2024 Nov 14, 2024	SELL	$125.95 - $142.04 $2,393 - $2,698	-19 Reduced 0.29%	6,423 $912,000
Q2 2024 Jul 10, 2024	SELL	$124.6 - $132.46 $2,367 - $2,516	-19 Reduced 0.29%	6,442 $819,000
Q1 2024 Apr 10, 2024	SELL	$122.28 - $131.24 $19,931 - $21,392	-163 Reduced 2.46%	6,461 $847,000
Q4 2023 Jan 10, 2024	BUY	$110.2 - $125.58 $220 - $251	2 Added 0.03%	6,624 $827,000
Q3 2023 Oct 10, 2023	SELL	$115.01 - $127.58 $14,261 - $15,819	-124 Reduced 1.84%	6,622 $761,000
Q2 2023 Jul 13, 2023	SELL	$117.3 - $124.97 $97,241 - $103,600	-829 Reduced 10.94%	6,746 $826,000
Q1 2023 Apr 20, 2023	BUY	$117.74 - $132.18 $117 - $132	1 Added 0.01%	7,575 $937,000
Q4 2022 Jan 11, 2023	SELL	$112.65 - $131.57 $12,729 - $14,867	-113 Reduced 1.47%	7,574 $0
Q3 2022 Oct 19, 2022	BUY	$111.5 - $132.34 $1,784 - $2,117	16 Added 0.21%	7,687 $857,000
Q2 2022 Jul 11, 2022	SELL	$114.07 - $132.3 $38,099 - $44,188	-334 Reduced 4.17%	7,671 $910,000
Q1 2022 Apr 13, 2022	SELL	$121.65 - $130.75 $12,043 - $12,944	-99 Reduced 1.22%	8,005 $1.03 Million
Q4 2021 Jan 14, 2022	BUY	$118.81 - $129.12 $118 - $129	1 Added 0.01%	8,104 $1.05 Million
Q3 2021 Oct 14, 2021	BUY	$117.12 - $125.76 $17,099 - $18,360	146 Added 1.83%	8,103 $952,000
Q2 2021 Jul 12, 2021	SELL	$118.74 - $127.47 $91,311 - $98,024	-769 Reduced 8.81%	7,957 $973,000
Q1 2021 Apr 12, 2021	SELL	$104.47 - $119.79 $67,278 - $77,144	-644 Reduced 6.87%	8,726 $1.03 Million
Q4 2020 Jan 11, 2021	SELL	$91.76 - $107.36 $10,368 - $12,131	-113 Reduced 1.19%	9,370 $993,000
Q3 2020 Oct 09, 2020	SELL	$88.24 - $98.33 $57,267 - $63,816	-649 Reduced 6.41%	9,483 $876,000
Q2 2020 Jul 08, 2020	BUY	$76.15 - $100.68 $3,655 - $4,832	48 Added 0.48%	10,132 $924,000
Q1 2020 Apr 06, 2020	SELL	$68.26 - $108.76 $30,717 - $48,942	-450 Reduced 4.27%	10,084 $805,000
Q4 2019 Jan 09, 2020	BUY	$98.73 - $107.77 $98 - $107	1 Added 0.01%	10,534 $1.13 Million
Q3 2019 Oct 15, 2019	SELL	$101.59 - $103.8 $13,105 - $13,390	-129 Reduced 1.21%	10,533 $1.08 Million
Q2 2019 Jul 10, 2019	SELL	N/A	-709 Reduced 6.24%	10,662 $1.09 Million
Q1 2019 Apr 10, 2019	BUY	N/A	11,371 New	11,371 $1.13 Million
Q1 2019 Apr 08, 2019	SELL	N/A	-11,800 Closed	0 $0
Q4 2018 Jan 17, 2019	BUY	N/A	58 Added 0.49%	11,800 $1.06 Million
Q3 2018 Oct 04, 2018	BUY	N/A	161 Added 1.39%	11,742 $1.15 Million
Q2 2018 Jul 12, 2018	SELL	N/A	-739 Reduced 6.0%	11,581 $1.07 Million
Q1 2018 Apr 11, 2018	SELL	N/A	-59 Reduced 0.48%	12,320 $1.12 Million
Q4 2017 Jan 10, 2018	SELL	N/A	-275 Reduced 2.17%	12,379 $1.17 Million
Q3 2017 Oct 11, 2017	BUY	N/A	12,654	12,654 $1.16 Million

Others Institutions Holding SDY

# of Institutions

1,309

Shares Held

73.3M

Call Options Held

42.1K

Put Options Held

37.4K

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About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
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Triangle Securities Wealth Management Spdr Series Tr Spdr S&P Divide Transaction History