Wedmont Private Capital Spdr Series Tr Spdr S&P Divide Transaction History

Wedmont Private Capital

$1.88 Billion
Q4 2024

A detailed history of Wedmont Private Capital transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Wedmont Private Capital holds 4,378 shares of SDY stock, worth $605,433. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,378

Previous 4,178 4.79%

Holding current value

$605,433

Previous $593,000 2.53%

% of portfolio

0.03%

Previous 0.03%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$131.66 - $144.0 $26,332 - $28,800	200 Added 4.79%	4,378 $578,000
Q3 2024 Oct 08, 2024	BUY	$125.95 - $142.04 $20,152 - $22,726	160 Added 3.98%	4,178 $593,000
Q2 2024 Jul 15, 2024	BUY	$124.6 - $132.46 $27,910 - $29,671	224 Added 5.9%	4,018 $511,000
Q1 2024 Apr 10, 2024	BUY	$122.28 - $131.24 $2,201 - $2,362	18 Added 0.48%	3,794 $497,000
Q4 2023 Jan 09, 2024	BUY	$110.2 - $125.58 $13,003 - $14,818	118 Added 3.23%	3,776 $471,000
Q3 2023 Oct 10, 2023	BUY	$115.01 - $127.58 $37,608 - $41,718	327 Added 9.82%	3,658 $420,000
Q2 2023 Jul 17, 2023	SELL	$117.3 - $124.97 $821 - $874	-7 Reduced 0.21%	3,331 $408,000
Q1 2023 Apr 11, 2023	BUY	$117.74 - $132.18 $5,416 - $6,080	46 Added 1.4%	3,338 $412,000
Q4 2022 Jan 09, 2023	BUY	$112.65 - $131.57 $2,590 - $3,026	23 Added 0.7%	3,292 $0
Q3 2022 Oct 03, 2022	BUY	$111.5 - $132.34 $25,199 - $29,908	226 Added 7.43%	3,269 $364,000
Q1 2022 Apr 05, 2022	BUY	$121.65 - $130.75 $370,180 - $397,872	3,043 New	3,043 $392,000

Others Institutions Holding SDY

# of Institutions

1,312

Shares Held

73.3M

Call Options Held

42.1K

Put Options Held

37.4K

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 Wedmont Private Capital, based on Form 13F filings with the SEC.

News

Stay updated on Wedmont Private Capital with notifications on news.

Account

Wedmont Private Capital Spdr Series Tr Spdr S&P Divide Transaction History