Waldron Private Wealth LLC Spdr Series Tr Spdr S&P Divide Transaction History

Waldron Private Wealth LLC

  • $2.4 Billion
  • Q3 2024

A detailed history of Waldron Private Wealth LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Waldron Private Wealth LLC holds 430 shares of SDY stock, worth $60,036. This represents 0.0% of its overall portfolio holdings.

Number of Shares
430
Holding current value
$60,036
% of portfolio
0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$125.95 - $142.04 $54,158 - $61,077
430 New
430 $61,000
Q1 2023

Aug 29, 2024
BUY
$117.74 - $132.18 $474,374 - $532,553
4,029 New
4,029 $498,000
Q1 2023

May 02, 2023
SELL
$117.74 - $132.18 $101,256 - $113,674
-860 Reduced 17.59%
4,029 $498,000
Q3 2022

Nov 14, 2022
SELL
$111.5 - $132.34 $326,360 - $387,359
-2,927 Reduced 37.45%
4,889 $545,000
Q2 2022

Aug 03, 2022
SELL
$114.07 - $132.3 $49,848 - $57,815
-437 Reduced 5.3%
7,816 $927,000
Q4 2021

Feb 02, 2022
SELL
$118.81 - $129.12 $12,118 - $13,170
-102 Reduced 1.22%
8,253 $1.07 Million
Q3 2021

Nov 02, 2021
BUY
$117.12 - $125.76 $978,537 - $1.05 Million
8,355 New
8,355 $982,000
Q4 2020

Feb 12, 2021
SELL
$91.76 - $107.36 $283,813 - $332,064
-3,093 Closed
0 $0
Q2 2020

Aug 11, 2020
BUY
$76.15 - $100.68 $235,531 - $311,403
3,093 New
3,093 $282,000
Q1 2020

May 05, 2020
SELL
$68.26 - $108.76 $153,243 - $244,166
-2,245 Closed
0 $0
Q3 2017

Nov 08, 2017
BUY
N/A
2,245
2,245 $205,000

Others Institutions Holding SDY

# of Institutions
1,264
Shares Held
68.7M
Call Options Held
51K
Put Options Held
46.5K
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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