Vista Wealth Management Group, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Vista Wealth Management Group, LLC

  • $1.49 Billion
  • Q4 2024

A detailed history of Vista Wealth Management Group, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 7,096 shares of SDY stock, worth $949,373. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,096
Previous 7,100 0.06%
Holding current value
$949,373
Previous $1.01 Million 7.04%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Jan 27, 2025
SELL
$131.66 - $144.0 $526 - $576
-4 Reduced 0.06%
7,096 $937,000
Q2 2024

Jul 30, 2024
BUY
$124.6 - $132.46 $28,035 - $29,803
225 Added 3.27%
7,100 $902,000
Q3 2023

Nov 14, 2023
SELL
$115.01 - $127.58 $345 - $382
-3 Reduced 0.04%
6,875 $790,000
Q2 2023

Aug 02, 2023
BUY
$117.3 - $124.97 $351 - $374
3 Added 0.04%
6,878 $843,000
Q1 2020

May 01, 2020
SELL
$68.26 - $108.76 $85,188 - $135,732
-1,248 Reduced 15.36%
6,875 $549,000
Q4 2019

Feb 03, 2020
BUY
$98.73 - $107.77 $801,983 - $875,415
8,123 New
8,123 $874,000

Others Institutions Holding SDY

# of Institutions
1,272
Shares Held
68M
Call Options Held
51K
Put Options Held
46K
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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