Wealth Shield Partners, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Wealth Shield Partners, LLC

$721 Million
Q3 2024

A detailed history of Wealth Shield Partners, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 1,348 shares of SDY stock, worth $191,833. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,348

Previous 1,342 0.45%

Holding current value

$191,833

Previous $170,000 12.35%

% of portfolio

0.03%

Previous 0.03%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$125.95 - $142.04 $755 - $852	6 Added 0.45%	1,348 $191,000
Q2 2024 Jul 26, 2024	BUY	$124.6 - $132.46 $1,370 - $1,457	11 Added 0.83%	1,342 $170,000
Q1 2024 Apr 29, 2024	BUY	$122.28 - $131.24 $122 - $131	1 Added 0.08%	1,331 $174,000
Q4 2023 Jan 23, 2024	BUY	$110.2 - $125.58 $7,163 - $8,162	65 Added 5.14%	1,330 $166,000
Q3 2023 Oct 25, 2023	BUY	$115.01 - $127.58 $20,586 - $22,836	179 Added 16.48%	1,265 $145,000
Q2 2023 Aug 03, 2023	BUY	$117.3 - $124.97 $2,111 - $2,249	18 Added 1.69%	1,086 $133,000
Q1 2023 May 08, 2023	BUY	$117.74 - $132.18 $125,746 - $141,168	1,068 New	1,068 $132,000
Q3 2021 Nov 12, 2021	SELL	$117.12 - $125.76 $331,449 - $355,900	-2,830 Closed	0 $0
Q2 2021 Aug 06, 2021	SELL	$118.74 - $127.47 $70,650 - $75,844	-595 Reduced 17.37%	2,830 $346,000
Q1 2021 May 17, 2021	SELL	$104.47 - $119.79 $615,850 - $706,162	-5,895 Reduced 63.25%	3,425 $404,000
Q4 2020 Feb 16, 2021	BUY	$91.76 - $107.36 $847,403 - $991,469	9,235 Added 10864.71%	9,320 $987,000
Q2 2020 Aug 13, 2020	BUY	$76.15 - $100.68 $6,472 - $8,557	85 New	85 $8,000
Q1 2018 May 11, 2018	SELL	N/A	-378 Closed	0 $0
Q4 2017 Apr 18, 2018	BUY	N/A	378	378 $36,000

Others Institutions Holding SDY

# of Institutions

1,264

Shares Held

68.7M

Call Options Held

51K

Put Options Held

46.5K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
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Wealth Shield Partners, LLC Spdr Series Tr Spdr S&P Divide Transaction History