Valeo Financial Advisors, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Valeo Financial Advisors, LLC

  • $3.34 Billion
  • Q1 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 4,774 shares of SDY stock, worth $607,157. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,774
Previous 4,976 4.06%
Holding current value
$607,157
Previous $653,000 4.13%
% of portfolio
0.02%
Previous 0.01%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024
SELL
$122.28 - $131.24 $24,700 - $26,510
-202 Reduced 4.06%
4,774 $626,000
Q1 2024

Apr 19, 2024
SELL
$122.28 - $131.24 $20,787 - $22,310
-170 Reduced 3.3%
4,976 $653,000
Q4 2023

Jan 29, 2024
BUY
$110.2 - $125.58 $14,766 - $16,827
134 Added 2.67%
5,146 $643,000
Q3 2023

Oct 19, 2023
BUY
$115.01 - $127.58 $19,551 - $21,688
170 Added 3.51%
5,012 $576,000
Q2 2023

Jul 14, 2023
SELL
$117.3 - $124.97 $34,955 - $37,241
-298 Reduced 5.8%
4,842 $593,000
Q1 2023

Apr 17, 2023
BUY
$117.74 - $132.18 $941 - $1,057
8 Added 0.16%
5,140 $635,000
Q4 2022

Feb 09, 2023
BUY
$121.48 - $131.57 $174,323 - $188,802
1,435 Added 38.82%
5,132 $642,000
Q3 2022

Oct 31, 2022
SELL
N/A
-420 Reduced 10.2%
3,697 $412,000
Q2 2022

Aug 03, 2022
SELL
N/A
-64 Reduced 1.53%
4,117 $489,000
Q1 2022

Apr 28, 2022
BUY
N/A
100 Added 2.45%
4,181 $536,000
Q4 2021

Jan 07, 2022
SELL
N/A
-125 Reduced 2.97%
4,081 $527,000
Q3 2021

Nov 02, 2021
BUY
N/A
8 Added 0.19%
4,206 $494,000
Q2 2021

Jul 22, 2021
BUY
N/A
606 Added 16.87%
4,198 $513,000
Q1 2021

Apr 12, 2021
BUY
N/A
769 Added 27.24%
3,592 $424,000
Q4 2020

Feb 11, 2021
BUY
N/A
654 Added 30.15%
2,823 $299,000
Q2 2020

Jul 20, 2020
SELL
N/A
-511 Reduced 19.07%
2,169 $198,000
Q1 2020

Apr 13, 2020
BUY
N/A
2,046 Added 322.71%
2,680 $233,000
Q3 2019

Oct 15, 2019
BUY
N/A
32 Added 5.32%
634 $65,000
Q2 2019

Jul 10, 2019
SELL
N/A
-402 Reduced 40.04%
602 $61,000
Q1 2019

Apr 12, 2019
BUY
N/A
314 Added 45.51%
1,004 $100,000
Q4 2018

Jan 30, 2019
BUY
N/A
9 Added 1.32%
690 $62,000
Q3 2018

Nov 01, 2018
BUY
N/A
116 Added 20.53%
681 $64,000
Q2 2018

Aug 14, 2018
SELL
N/A
-134 Reduced 19.17%
565 $54,000
Q1 2018

Apr 12, 2018
SELL
N/A
-25 Reduced 3.45%
699 $64,000
Q4 2017

Feb 09, 2018
BUY
N/A
159 Added 28.14%
724 $68,000
Q3 2017

Nov 14, 2017
BUY
N/A
565
565 $52,000

Others Institutions Holding SDY

# of Institutions
1,195
Shares Held
70.3M
Call Options Held
99.8K
Put Options Held
17.5K
View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

SDY Quotes by TradingView
  • Ticker SDY
  • Sector ETFs
  • Industry ETFs
More about SDY
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