A detailed history of Wealthspire Advisors, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 59,738 shares of SDY stock, worth $8.34 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
59,738
Previous 52,618 13.53%
Holding current value
$8.34 Million
Previous $6.69 Million 26.81%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Nov 13, 2024

BUY
$125.95 - $142.04 $896,764 - $1.01 Million
7,120 Added 13.53%
59,738 $8.49 Million
Q2 2024

Aug 08, 2024

SELL
$124.6 - $132.46 $307,139 - $326,513
-2,465 Reduced 4.48%
52,618 $6.69 Million
Q1 2024

May 06, 2024

SELL
$122.28 - $131.24 $539,132 - $578,637
-4,409 Reduced 7.41%
55,083 $7.23 Million
Q4 2023

Feb 06, 2024

SELL
$110.2 - $125.58 $7.26 Million - $8.27 Million
-65,889 Reduced 52.55%
59,492 $7.43 Million
Q3 2023

Nov 06, 2023

SELL
$115.01 - $127.58 $714,097 - $792,144
-6,209 Reduced 4.72%
125,381 $14.4 Million
Q2 2023

Jul 31, 2023

SELL
$117.3 - $124.97 $1.89 Million - $2.01 Million
-16,115 Reduced 10.91%
131,590 $16.1 Million
Q1 2023

May 09, 2023

BUY
$117.74 - $132.18 $864,918 - $970,994
7,346 Added 5.23%
147,705 $18.3 Million
Q4 2022

Feb 13, 2023

SELL
$112.65 - $131.57 $262,249 - $306,294
-2,328 Reduced 1.63%
140,359 $17.6 Million
Q3 2022

Nov 14, 2022

BUY
$111.5 - $132.34 $275,405 - $326,879
2,470 Added 1.76%
142,687 $15.9 Million
Q2 2022

Aug 09, 2022

SELL
$114.07 - $132.3 $816,170 - $946,606
-7,155 Reduced 4.86%
140,217 $16.6 Million
Q1 2022

May 09, 2022

SELL
$121.65 - $130.75 $1.76 Million - $1.89 Million
-14,455 Reduced 8.93%
147,372 $18.9 Million
Q4 2021

Feb 14, 2022

SELL
$118.81 - $129.12 $2.22 Million - $2.41 Million
-18,664 Reduced 10.34%
161,827 $20.9 Million
Q3 2021

Nov 15, 2021

SELL
$117.12 - $125.76 $2.59 Million - $2.78 Million
-22,126 Reduced 10.92%
180,491 $21.2 Million
Q2 2021

Aug 13, 2021

BUY
$118.74 - $127.47 $9.46 Million - $10.2 Million
79,687 Added 64.82%
202,617 $24.8 Million
Q1 2021

May 17, 2021

BUY
$104.47 - $119.79 $902,307 - $1.03 Million
8,637 Added 7.56%
122,930 $14.5 Million
Q4 2020

Feb 16, 2021

BUY
$91.76 - $107.36 $5.57 Million - $6.51 Million
60,671 Added 113.15%
114,293 $12.1 Million
Q3 2020

Nov 16, 2020

BUY
$88.24 - $98.33 $789,924 - $880,250
8,952 Added 20.04%
53,622 $4.96 Million
Q2 2020

Aug 14, 2020

SELL
$76.15 - $100.68 $2.36 Million - $3.12 Million
-30,958 Reduced 40.93%
44,670 $4.07 Million
Q1 2020

May 12, 2020

BUY
$68.26 - $108.76 $693,112 - $1.1 Million
10,154 Added 15.51%
75,628 $6.04 Million
Q4 2019

Feb 14, 2020

SELL
$98.73 - $107.77 $52,919 - $57,764
-536 Reduced 0.81%
65,474 $7.04 Million
Q3 2019

Nov 12, 2019

SELL
$101.59 - $103.8 $269,823 - $275,692
-2,656 Reduced 3.87%
66,010 $6.77 Million
Q2 2019

Aug 13, 2019

BUY
N/A
12,066 Added 21.32%
68,666 $6.93 Million
Q1 2019

May 08, 2019

SELL
N/A
-15,567 Reduced 21.57%
56,600 $5.63 Million
Q4 2018

Feb 14, 2019

BUY
N/A
72,167 New
72,167 $6.46 Million

Others Institutions Holding SDY

About SPDR SERIES TR SPDR S&P DIVIDE


  • Ticker SDY
  • Sector ETFs
  • Industry ETFs
More about SDY
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