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 $293,954. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,160

Previous 2,492 13.32%

Holding current value

$293,954

Previous $353,000 19.26%

% of portfolio

0.04%

Previous 0.05%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,309

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