True Wealth Advisors, LLC Spdr Series Tr Spdr S&P Divide Transaction History

True Wealth Advisors, LLC

$271 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 23, 2023	SELL	$112.65 - $131.57 $1,915 - $2,236	-17 Reduced 0.67%	2,520 $0
Q3 2022 Oct 21, 2022	SELL	$111.5 - $132.34 $1,226 - $1,455	-11 Reduced 0.43%	2,537 $283,000
Q2 2022 Jul 27, 2022	SELL	$114.07 - $132.3 $19,505 - $22,623	-171 Reduced 6.29%	2,548 $302,000
Q1 2022 May 05, 2022	BUY	$121.65 - $130.75 $21,288 - $22,881	175 Added 6.88%	2,719 $351,000
Q1 2022 May 04, 2022	SELL	$121.65 - $130.75 $21,288 - $22,881	-175 Reduced 6.44%	2,544 $319,000
Q4 2021 Feb 02, 2022	BUY	$118.81 - $129.12 $21,385 - $23,241	180 Added 7.09%	2,719 $351,000
Q2 2021 Jul 23, 2021	SELL	$118.74 - $127.47 $5,699 - $6,118	-48 Reduced 1.86%	2,539 $310,000
Q1 2021 Apr 22, 2021	BUY	$104.47 - $119.79 $270,263 - $309,896	2,587 New	2,587 $0

Others Institutions Holding SDY

# of Institutions

1,251

Shares Held

69.7M

Call Options Held

43.4K

Put Options Held

18.7K

About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
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