Vital Stone Financial, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Vital Stone Financial, LLC

  • $141 Million
  • Q3 2024

A detailed history of Vital Stone Financial, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Vital Stone Financial, LLC holds 2,740 shares of SDY stock, worth $379,955. This represents 0.28% of its overall portfolio holdings.

Number of Shares
2,740
Previous 2,740 -0.0%
Holding current value
$379,955
Previous $348,000 11.78%
% of portfolio
0.28%
Previous 0.26%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024
SELL
$124.6 - $132.46 $373 - $397
-3 Reduced 0.11%
2,740 $348,000
Q1 2024

May 06, 2024
SELL
$122.28 - $131.24 $8,070 - $8,661
-66 Reduced 2.35%
2,743 $360,000
Q4 2023

Feb 14, 2024
SELL
$110.2 - $125.58 $41,876 - $47,720
-380 Reduced 11.92%
2,809 $351,000
Q3 2023

Nov 15, 2023
SELL
$115.01 - $127.58 $279,244 - $309,764
-2,428 Reduced 43.23%
3,189 $364,000
Q2 2023

Aug 21, 2023
BUY
$117.3 - $124.97 $15,718 - $16,745
134 Added 2.44%
5,617 $689,000
Q1 2023

May 12, 2023
BUY
$117.74 - $132.18 $12,009 - $13,482
102 Added 1.9%
5,483 $708,000
Q4 2022

Jan 30, 2023
BUY
$112.65 - $131.57 $606,169 - $707,978
5,381 New
5,381 $675 Million

About SPDR SERIES TR SPDR S&P DIVIDE

SDY Quotes by TradingView
  • Ticker SDY
  • Sector ETFs
  • Industry ETFs
More about SDY
Track This Portfolio

Track Vital Stone Financial, LLC Portfolio

Follow Vital Stone Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vital Stone Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vital Stone Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email