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

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Wealthsource Partners, LLC holds 4,103 shares of SDY stock, worth $547,873. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,103
Previous 4,209 2.52%
Holding current value
$547,873
Previous $484,000 5.79%
% of portfolio
0.03%
Previous 0.03%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
SELL
$110.2 - $125.58 $11,681 - $13,311
-106 Reduced 2.52%
4,103 $512,000
Q3 2023

Nov 09, 2023
SELL
$115.01 - $127.58 $2,530 - $2,806
-22 Reduced 0.52%
4,209 $484,000
Q2 2023

Aug 14, 2023
SELL
$117.3 - $124.97 $21,348 - $22,744
-182 Reduced 4.12%
4,231 $518,000
Q1 2023

May 15, 2023
SELL
$117.74 - $132.18 $53,807 - $60,406
-457 Reduced 9.38%
4,413 $545,000
Q4 2022

Feb 09, 2023
SELL
$112.65 - $131.57 $64,548 - $75,389
-573 Reduced 10.53%
4,870 $609,000
Q3 2022

Nov 14, 2022
SELL
$111.5 - $132.34 $27,094 - $32,158
-243 Reduced 4.27%
5,443 $607,000
Q2 2022

Aug 10, 2022
BUY
$114.07 - $132.3 $232,474 - $269,627
2,038 Added 55.87%
5,686 $675,000
Q1 2022

May 09, 2022
BUY
$121.65 - $130.75 $109,606 - $117,805
901 Added 32.8%
3,648 $467,000
Q4 2021

Feb 14, 2022
SELL
$118.81 - $129.12 $33,623 - $36,540
-283 Reduced 9.34%
2,747 $355,000
Q3 2021

Nov 18, 2021
BUY
$117.12 - $125.76 $107,164 - $115,070
915 Added 43.26%
3,030 $356,000
Q2 2021

Nov 18, 2021
BUY
$118.74 - $127.47 $1,543 - $1,657
13 Added 0.62%
2,115 $259,000
Q1 2021

Jun 21, 2021
BUY
$104.47 - $119.79 $1,462 - $1,677
14 Added 0.67%
2,102 $248,000
Q4 2020

Feb 12, 2021
BUY
$91.76 - $107.36 $191,594 - $224,167
2,088 New
2,088 $221,000
Q3 2020

Nov 16, 2020
SELL
$88.24 - $98.33 $210,717 - $234,812
-2,388 Closed
0 $0
Q2 2020

Aug 17, 2020
BUY
$76.15 - $100.68 $181,846 - $240,423
2,388 New
2,388 $218,000
Q1 2020

May 12, 2020
SELL
$68.26 - $108.76 $159,728 - $254,498
-2,340 Closed
0 $0
Q4 2019

Feb 12, 2020
BUY
$98.73 - $107.77 $1,480 - $1,616
15 Added 0.65%
2,340 $252,000
Q3 2019

Nov 15, 2019
SELL
$101.59 - $103.8 $35,759 - $36,537
-352 Reduced 13.15%
2,325 $239,000
Q2 2019

Aug 09, 2019
BUY
N/A
199 Added 8.03%
2,677 $270,000
Q1 2019

May 16, 2019
SELL
N/A
-390 Reduced 13.6%
2,478 $246,000
Q4 2018

Feb 06, 2019
BUY
N/A
653 Added 29.48%
2,868 $257,000
Q3 2018

Nov 13, 2018
BUY
N/A
11 Added 0.5%
2,215 $217,000
Q2 2018

Aug 14, 2018
SELL
N/A
-340 Reduced 13.36%
2,204 $204,000
Q1 2018

Apr 16, 2018
BUY
N/A
365 Added 16.75%
2,544 $224,000
Q4 2017

Feb 16, 2018
SELL
N/A
-52 Reduced 2.33%
2,179 $206,000
Q3 2017

Nov 20, 2017
SELL
N/A
-323 Reduced 12.65%
2,231 $204,000
Q2 2017

Aug 16, 2017
BUY
N/A
2,554
2,554 $227,000

Others Institutions Holding SDY

# of Institutions
1,264
Shares Held
68.8M
Call Options Held
51K
Put Options Held
46.5K
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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