Warren Averett Asset Management, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Warren Averett Asset Management, LLC

  • $5.34 Billion
  • Q3 2024

A detailed history of Warren Averett Asset Management, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 29,859 shares of SDY stock, worth $4.02 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
29,859
Previous 29,454 1.38%
Holding current value
$4.02 Million
Previous $3.75 Million 13.24%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Nov 14, 2024
BUY
$125.95 - $142.04 $51,009 - $57,526
405 Added 1.38%
29,859 $4.24 Million
Q2 2024

Aug 14, 2024
BUY
$124.6 - $132.46 $19,811 - $21,061
159 Added 0.54%
29,454 $3.75 Million
Q1 2024

May 15, 2024
BUY
$122.28 - $131.24 $2.95 Million - $3.16 Million
24,107 Added 464.67%
29,295 $3.84 Million
Q4 2023

Feb 14, 2024
BUY
$110.2 - $125.58 $93,670 - $106,743
850 Added 19.59%
5,188 $648,000
Q3 2023

Nov 14, 2023
BUY
$115.01 - $127.58 $498,913 - $553,442
4,338 New
4,338 $498,000

Others Institutions Holding SDY

# of Institutions
1,278
Shares Held
68.1M
Call Options Held
51K
Put Options Held
46K
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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