Wallace Advisory Group, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Wallace Advisory Group, LLC

$137 Billion
Q3 2024

A detailed history of Wallace Advisory Group, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Wallace Advisory Group, LLC holds 1,721 shares of SDY stock, worth $229,805. This represents 0.16% of its overall portfolio holdings.

Number of Shares

1,721

Previous 1,721 -0.0%

Holding current value

$229,805

Previous $219 Million -0.0%

% of portfolio

0.16%

Previous 0.16%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$124.6 - $132.46 $996 - $1,059	8 Added 0.47%	1,721 $219 Million
Q1 2024 Apr 12, 2024	SELL	$122.28 - $131.24 $12,839 - $13,780	-105 Reduced 5.78%	1,713 $214 Million
Q4 2023 Jan 08, 2024	BUY	$110.2 - $125.58 $551 - $627	5 Added 0.28%	1,818 $209 Million
Q3 2023 Oct 05, 2023	SELL	$115.01 - $127.58 $425,882 - $472,428	-3,703 Reduced 67.13%	1,813 $222 Million
Q1 2023 May 10, 2023	BUY	$117.74 - $132.18 $2,708 - $3,040	23 Added 0.42%	5,516 $682 Million
Q4 2022 Feb 21, 2023	BUY	$112.65 - $131.57 $618,786 - $722,714	5,493 New	5,493 $687 Million

Others Institutions Holding SDY

# of Institutions

1,264

Shares Held

68.8M

Call Options Held

51K

Put Options Held

46.5K

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About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
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Wallace Advisory Group, LLC Spdr Series Tr Spdr S&P Divide Transaction History