Trinity Point Wealth, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Trinity Point Wealth, LLC

  • $689 Million
  • Q4 2024

A detailed history of Trinity Point Wealth, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Trinity Point Wealth, LLC holds 2,160 shares of SDY stock, worth $302,097. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,160
Previous 2,492 13.32%
Holding current value
$302,097
Previous $353,000 19.26%
% of portfolio
0.04%
Previous 0.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$131.66 - $144.0 $43,711 - $47,808
-332 Reduced 13.32%
2,160 $285,000
Q3 2024

Nov 07, 2024
SELL
$125.95 - $142.04 $8,816 - $9,942
-70 Reduced 2.73%
2,492 $353,000
Q2 2024

Jul 30, 2024
BUY
$124.6 - $132.46 $10,964 - $11,656
88 Added 3.56%
2,562 $325,000
Q1 2024

May 08, 2024
SELL
$122.28 - $131.24 $16,752 - $17,979
-137 Reduced 5.25%
2,474 $324,000
Q4 2023

Feb 08, 2024
SELL
$110.2 - $125.58 $4,848 - $5,525
-44 Reduced 1.66%
2,611 $326,000
Q3 2023

Nov 08, 2023
SELL
$115.01 - $127.58 $15,526 - $17,223
-135 Reduced 4.84%
2,655 $305,000
Q2 2023

Aug 07, 2023
BUY
$117.3 - $124.97 $43,283 - $46,113
369 Added 15.24%
2,790 $341,000
Q1 2023

May 04, 2023
BUY
$117.74 - $132.18 $33,320 - $37,406
283 Added 13.24%
2,421 $299,000
Q4 2022

Feb 07, 2023
BUY
$112.65 - $131.57 $1,351 - $1,578
12 Added 0.56%
2,138 $267,000
Q3 2022

Nov 09, 2022
BUY
$111.5 - $132.34 $334 - $397
3 Added 0.14%
2,126 $237,000
Q2 2022

Aug 05, 2022
BUY
$114.07 - $132.3 $242,170 - $280,872
2,123 New
2,123 $252,000

Others Institutions Holding SDY

# of Institutions
1,323
Shares Held
70.9M
Call Options Held
48.3K
Put Options Held
39.7K
View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

SDY Quotes by TradingView
  • Ticker SDY
  • Sector ETFs
  • Industry ETFs
More about SDY
Track This Portfolio

Track Trinity Point Wealth, LLC Portfolio

Follow Trinity Point Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Trinity Point Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email