W.G. Shaheen & Associates Dba Whitney & CO Spdr Series Tr Spdr S&P Divide Transaction History

W.G. Shaheen & Associates Dba Whitney & CO

$915 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 07, 2019	SELL	N/A	-85 Closed	0 $0
Q1 2018 May 11, 2018	BUY	N/A	85 New	85 $8,000

Others Institutions Holding SDY

# of Institutions

1,265

Shares Held

68.8M

Call Options Held

51K

Put Options Held

46.5K

Bank Of America Corp Charlotte, NC

7.69M
Shares

$1.09 Billion
0.09% of portfolio
Morgan Stanley New York, NY

4.69M
Shares

$667 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

2.8M
Shares

$398 Million
0.18% of portfolio
Joel Isaacson & Co., LLC

2.46M
Shares

$350 Million
16.92% of portfolio
Royal Bank Of Canada Toronto, A6

2.42M
Shares

$344 Million
0.07% of portfolio

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