Walter & Keenan Wealth Management LLC Spdr Series Tr Spdr S&P Divide Transaction History

Walter & Keenan Wealth Management LLC

$313 Million
Q2 2024

A detailed history of Walter & Keenan Wealth Management LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Walter & Keenan Wealth Management LLC holds 2,273 shares of SDY stock, worth $320,220. This represents 0.09% of its overall portfolio holdings.

Number of Shares

2,273

Previous 2,128 6.81%

Holding current value

$320,220

Previous $279,000 3.58%

% of portfolio

0.09%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 15, 2024	BUY	$124.6 - $132.46 $18,067 - $19,206	145 Added 6.81%	2,273 $289,000
Q3 2023 Oct 20, 2023	SELL	$115.01 - $127.58 $77,631 - $86,116	-675 Reduced 24.08%	2,128 $244,000
Q4 2020 Jan 28, 2021	SELL	$91.76 - $107.36 $64,232 - $75,152	-700 Reduced 19.98%	2,803 $297,000
Q3 2020 Oct 27, 2020	BUY	$88.24 - $98.33 $16,942 - $18,879	192 Added 5.8%	3,503 $324,000
Q2 2020 Jul 16, 2020	SELL	$76.15 - $100.68 $562,367 - $743,521	-7,385 Reduced 69.04%	3,311 $302,000
Q1 2020 Apr 14, 2020	BUY	$68.26 - $108.76 $599,664 - $955,456	8,785 Added 459.71%	10,696 $814,000
Q4 2019 Jan 29, 2020	BUY	$98.73 - $107.77 $188,673 - $205,948	1,911 New	1,911 $206,000

Others Institutions Holding SDY

# of Institutions

1,200

Shares Held

68.9M

Call Options Held

43.4K

Put Options Held

18.2K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
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Walter & Keenan Wealth Management LLC Spdr Series Tr Spdr S&P Divide Transaction History