Wealth Advisory Solutions, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Wealth Advisory Solutions, LLC

  • $385 Million
  • Q1 2024

A detailed history of Wealth Advisory Solutions, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Wealth Advisory Solutions, LLC holds 2,434 shares of SDY stock, worth $320,387. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,434
Previous 2,379 2.31%
Holding current value
$320,387
Previous $297,000 7.41%
% of portfolio
0.08%
Previous 0.1%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
BUY
$122.28 - $131.24 $6,725 - $7,218
55 Added 2.31%
2,434 $319,000
Q4 2023

Feb 08, 2024
SELL
$110.2 - $125.58 $228,334 - $260,201
-2,072 Reduced 46.55%
2,379 $297,000
Q3 2023

Feb 07, 2024
BUY
$115.01 - $127.58 $511,909 - $567,858
4,451 New
4,451 $511,000
Q1 2023

May 15, 2023
BUY
$117.74 - $132.18 $7,064 - $7,930
60 Added 3.35%
1,852 $229,000
Q4 2022

Feb 10, 2023
BUY
$121.48 - $131.57 $217,692 - $235,773
1,792 New
1,792 $224,000
Q1 2022

May 16, 2022
SELL
N/A
-4,414 Closed
0 $0
Q3 2021

Nov 03, 2021
BUY
N/A
480 Added 12.2%
4,414 $519,000
Q2 2021

Jul 21, 2021
BUY
N/A
3,934 New
3,934 $481,000
Q1 2021

May 13, 2021
SELL
N/A
-3,303 Closed
0 $0
Q4 2020

Jan 28, 2021
BUY
N/A
240 Added 7.84%
3,303 $349,000
Q3 2020

Dec 29, 2020
BUY
N/A
525 Added 20.69%
3,063 $283,000
Q2 2020

Dec 23, 2020
BUY
N/A
2,538 New
2,538 $231,000
Q1 2020

Dec 18, 2020
SELL
N/A
-2,765 Closed
0 $0
Q4 2019

Jan 27, 2021
BUY
N/A
2,765 New
2,765 $297,000

Others Institutions Holding SDY

# of Institutions
1,192
Shares Held
70M
Call Options Held
99.8K
Put Options Held
17.5K
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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