Wealthspire Advisors, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Wealthspire Advisors, LLC

$7.78 Billion
Q2 2024

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 52,618 shares of SDY stock, worth $7.42 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

52,618

Previous 55,083 4.48%

Holding current value

$7.42 Million

Previous $7.23 Million 7.44%

% of portfolio

0.09%

Previous 0.1%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

1,246

Shares Held

69.8M

Call Options Held

43.4K

Put Options Held

18.7K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
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Wealthspire Advisors, LLC Spdr Series Tr Spdr S&P Divide Transaction History