Visionary Wealth Advisors Spdr Series Tr Spdr S&P Divide Transaction History

Visionary Wealth Advisors

$1.47 Billion
Q2 2024

A detailed history of Visionary Wealth Advisors transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Visionary Wealth Advisors holds 19,637 shares of SDY stock, worth $2.76 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

19,637

Previous 22,483 12.66%

Holding current value

$2.76 Million

Previous $2.95 Million 15.36%

% of portfolio

0.17%

Previous 0.21%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$124.6 - $132.46 $354,611 - $376,981	-2,846 Reduced 12.66%	19,637 $2.5 Million
Q1 2024 May 15, 2024	SELL	$122.28 - $131.24 $110,785 - $118,903	-906 Reduced 3.87%	22,483 $2.95 Million
Q4 2023 Feb 14, 2024	SELL	$110.2 - $125.58 $673,652 - $767,670	-6,113 Reduced 20.72%	23,389 $2.92 Million
Q3 2023 Nov 13, 2023	BUY	$115.01 - $127.58 $9,545 - $10,589	83 Added 0.28%	29,502 $3.39 Million
Q2 2023 Aug 11, 2023	BUY	$117.3 - $124.97 $393,306 - $419,024	3,353 Added 12.86%	29,419 $3.61 Million
Q1 2023 May 15, 2023	BUY	$117.74 - $132.18 $78,179 - $87,767	664 Added 2.61%	26,066 $3.22 Million
Q4 2022 Feb 13, 2023	SELL	$112.65 - $131.57 $2,816 - $3,289	-25 Reduced 0.1%	25,402 $3.18 Million
Q3 2022 Nov 14, 2022	SELL	$111.5 - $132.34 $170,595 - $202,480	-1,530 Reduced 5.68%	25,427 $2.84 Million
Q2 2022 Aug 12, 2022	SELL	$114.07 - $132.3 $121,712 - $141,164	-1,067 Reduced 3.81%	26,957 $3.2 Million
Q1 2022 May 12, 2022	SELL	$121.65 - $130.75 $52,796 - $56,745	-434 Reduced 1.53%	28,024 $3.59 Million
Q4 2021 Feb 14, 2022	SELL	$118.81 - $129.12 $79,008 - $85,864	-665 Reduced 2.28%	28,458 $3.67 Million
Q3 2021 Nov 12, 2021	SELL	$117.12 - $125.76 $216,437 - $232,404	-1,848 Reduced 5.97%	29,123 $3.42 Million
Q2 2021 Aug 13, 2021	BUY	$118.74 - $127.47 $339,121 - $364,054	2,856 Added 10.16%	30,971 $3.79 Million
Q1 2021 May 18, 2021	BUY	$104.47 - $119.79 $1.68 Million - $1.93 Million	16,105 Added 134.1%	28,115 $3.32 Million
Q4 2020 Feb 16, 2021	SELL	$91.76 - $107.36 $991,375 - $1.16 Million	-10,804 Reduced 47.36%	12,010 $1.27 Million
Q3 2020 Nov 16, 2020	SELL	$88.24 - $98.33 $63,621 - $70,895	-721 Reduced 3.06%	22,814 $2.11 Million
Q2 2020 Aug 14, 2020	SELL	$76.15 - $100.68 $3.23 Million - $4.27 Million	-42,419 Reduced 64.32%	23,535 $2.15 Million
Q1 2020 May 15, 2020	SELL	$68.26 - $108.76 $190,445 - $303,440	-2,790 Reduced 4.06%	65,954 $5.27 Million
Q4 2019 Feb 14, 2020	BUY	$98.73 - $107.77 $6.79 Million - $7.41 Million	68,744 New	68,744 $7.4 Million

Others Institutions Holding SDY

# of Institutions

1,200

Shares Held

68.9M

Call Options Held

43.4K

Put Options Held

18.2K

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About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
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Visionary Wealth Advisors Spdr Series Tr Spdr S&P Divide Transaction History