Walkner Condon Financial Advisors LLC Spdr Series Tr Spdr S&P Divide Transaction History

Walkner Condon Financial Advisors LLC

$480 Million
Q4 2024

A detailed history of Walkner Condon Financial Advisors LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 4,070 shares of SDY stock, worth $546,194. This represents 0.11% of its overall portfolio holdings.

Number of Shares

4,070

Previous 4,070 -0.0%

Holding current value

$546,194

Previous $578,000 7.09%

% of portfolio

0.11%

Previous 0.12%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$125.95 - $142.04 $30,479 - $34,373	-242 Reduced 5.61%	4,070 $578,000
Q2 2024 Jul 26, 2024	BUY	$124.6 - $132.46 $63,546 - $67,554	510 Added 13.41%	4,312 $548,000
Q1 2024 Apr 22, 2024	SELL	$122.28 - $131.24 $122,280 - $131,240	-1,000 Reduced 20.82%	3,802 $498,000
Q4 2023 Jan 23, 2024	BUY	$110.2 - $125.58 $110,200 - $125,580	1,000 Added 26.3%	4,802 $600,000
Q2 2022 Aug 04, 2022	BUY	$114.07 - $132.3 $17,908 - $20,771	157 Added 4.31%	3,802 $451,000
Q1 2022 May 03, 2022	BUY	$121.65 - $130.75 $29,804 - $32,033	245 Added 7.21%	3,645 $467 Million
Q4 2021 Feb 11, 2022	BUY	$118.81 - $129.12 $403,954 - $439,008	3,400 New	3,400 $0
Q2 2021 Aug 10, 2021	SELL	$118.74 - $127.47 $403,716 - $433,398	-3,400 Closed	0 $0
Q3 2020 Nov 10, 2020	BUY	$88.24 - $98.33 $300,016 - $334,322	3,400 New	3,400 $314,000

Others Institutions Holding SDY

# of Institutions

1,318

Shares Held

73.3M

Call Options Held

42.1K

Put Options Held

37.4K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
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Walkner Condon Financial Advisors LLC Spdr Series Tr Spdr S&P Divide Transaction History