Wealth Bridge Capital Management, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Wealth Bridge Capital Management, LLC

$354 Million
Q4 2024

A detailed history of Wealth Bridge Capital Management, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Wealth Bridge Capital Management, LLC holds 4,120 shares of SDY stock, worth $552,945. This represents 0.15% of its overall portfolio holdings.

Number of Shares

4,120

Previous 4,190 1.67%

Holding current value

$552,945

Previous $595,000 8.57%

% of portfolio

0.15%

Previous 0.17%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	SELL	$131.66 - $144.0 $9,216 - $10,080	-70 Reduced 1.67%	4,120 $544,000
Q3 2024 Oct 07, 2024	BUY	$125.95 - $142.04 $9,446 - $10,653	75 Added 1.82%	4,190 $595,000
Q2 2024 Aug 02, 2024	SELL	$124.6 - $132.46 $7,476 - $7,947	-60 Reduced 1.44%	4,115 $523,000
Q1 2024 Apr 30, 2024	SELL	$122.28 - $131.24 $37,906 - $40,684	-310 Reduced 6.91%	4,175 $547,000
Q4 2023 Feb 12, 2024	BUY	$110.2 - $125.58 $23,693 - $26,999	215 Added 5.04%	4,485 $560,000
Q3 2023 Nov 08, 2023	BUY	$115.01 - $127.58 $43,703 - $48,480	380 Added 9.77%	4,270 $491,000
Q2 2023 Aug 01, 2023	SELL	$117.3 - $124.97 $44,574 - $47,488	-380 Reduced 8.9%	3,890 $476,000
Q4 2022 Jan 31, 2023	SELL	$112.65 - $131.57 $17,460 - $20,393	-155 Reduced 3.5%	4,270 $534,000
Q2 2022 Aug 12, 2022	BUY	$114.07 - $132.3 $11,407 - $13,230	100 Added 2.31%	4,425 $525,000
Q1 2022 Apr 15, 2022	BUY	$121.65 - $130.75 $12,165 - $13,075	100 Added 2.37%	4,325 $554,000
Q3 2021 Nov 12, 2021	BUY	$117.12 - $125.76 $21,081 - $22,636	180 Added 4.45%	4,225 $497,000
Q2 2021 Aug 16, 2021	BUY	$118.74 - $127.47 $18,998 - $20,395	160 Added 4.12%	4,045 $495,000
Q1 2021 May 17, 2021	SELL	$104.47 - $119.79 $41,788 - $47,916	-400 Reduced 9.33%	3,885 $459,000
Q4 2020 Feb 12, 2021	BUY	$91.76 - $107.36 $13,764 - $16,104	150 Added 3.63%	4,285 $454,000
Q3 2020 Nov 13, 2020	BUY	$88.24 - $98.33 $17,648 - $19,666	200 Added 5.08%	4,135 $382,000
Q2 2020 Aug 14, 2020	SELL	$76.15 - $100.68 $4,569 - $6,040	-60 Reduced 1.5%	3,935 $359,000
Q1 2020 May 15, 2020	SELL	$68.26 - $108.76 $38,908 - $61,993	-570 Reduced 12.49%	3,995 $319,000
Q3 2019 Nov 14, 2019	BUY	$101.59 - $103.8 $47,747 - $48,786	470 Added 11.48%	4,565 $468,000
Q2 2019 Aug 13, 2019	SELL	N/A	-470 Reduced 10.3%	4,095 $367,000
Q1 2019 May 15, 2019	BUY	N/A	470 Added 11.48%	4,565 $454,000
Q4 2018 Feb 14, 2019	BUY	N/A	4,095 New	4,095 $367,000

Others Institutions Holding SDY

# of Institutions

1,287

Shares Held

72M

Call Options Held

51K

Put Options Held

46K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
Sector ETFs
Industry ETFs

More about SDY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Bridge Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Bridge Capital Management, LLC with notifications on news.

Account

Wealth Bridge Capital Management, LLC Spdr Series Tr Spdr S&P Divide Transaction History