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

Wellspring Financial Advisors, LLC

$838 Billion
Q3 2024

A detailed history of Wellspring Financial Advisors, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 70,187 shares of SDY stock, worth $9.31 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares

70,187

Previous 66,507 5.53%

Holding current value

$9.31 Million

Previous $8.46 Billion 17.86%

% of portfolio

1.19%

Previous 1.15%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$125.95 - $142.04 $463,496 - $522,707	3,680 Added 5.53%	70,187 $9.97 Billion
Q2 2024 Aug 12, 2024	SELL	$124.6 - $132.46 $592,473 - $629,847	-4,755 Reduced 6.67%	66,507 $8.46 Billion
Q1 2024 May 01, 2024	SELL	$122.28 - $131.24 $2.25 Million - $2.41 Million	-18,360 Reduced 20.49%	71,262 $9.35 Billion
Q4 2023 Feb 13, 2024	SELL	$110.2 - $125.58 $176,099 - $200,676	-1,598 Reduced 1.75%	89,622 $11.2 Billion
Q3 2023 Nov 14, 2023	SELL	$115.01 - $127.58 $212,078 - $235,257	-1,844 Reduced 1.98%	91,220 $10.5 Billion
Q2 2023 Aug 11, 2023	SELL	$117.3 - $124.97 $118,942 - $126,719	-1,014 Reduced 1.08%	93,064 $11.4 Billion
Q1 2023 May 12, 2023	SELL	$117.74 - $132.18 $113,619 - $127,553	-965 Reduced 1.02%	94,078 $11.6 Billion
Q4 2022 Feb 13, 2023	SELL	$112.65 - $131.57 $435,504 - $508,649	-3,866 Reduced 3.91%	95,043 $11.9 Million
Q3 2022 Nov 14, 2022	SELL	$111.5 - $132.34 $32,335 - $38,378	-290 Reduced 0.29%	98,909 $11 Million
Q2 2022 Aug 12, 2022	SELL	$114.07 - $132.3 $1.06 Million - $1.23 Million	-9,301 Reduced 8.57%	99,199 $11.8 Million
Q1 2022 May 10, 2022	BUY	$121.65 - $130.75 $11,435 - $12,290	94 Added 0.09%	108,500 $13.9 Million
Q4 2021 Jan 03, 2022	SELL	$118.81 - $129.12 $3,801 - $4,131	-32 Reduced 0.03%	108,406 $14 Million
Q3 2021 Nov 12, 2021	SELL	$117.12 - $125.76 $4,684 - $5,030	-40 Reduced 0.04%	108,438 $12.7 Million
Q2 2021 Aug 13, 2021	SELL	$118.74 - $127.47 $3.21 Million - $3.45 Million	-27,043 Reduced 19.95%	108,478 $13.3 Million
Q1 2021 May 17, 2021	BUY	$104.47 - $119.79 $2.47 Million - $2.84 Million	23,671 Added 21.16%	135,521 $10.8 Million
Q4 2020 Feb 16, 2021	SELL	$91.76 - $107.36 $640,117 - $748,943	-6,976 Reduced 5.87%	111,850 $11.8 Million
Q3 2020 Nov 13, 2020	SELL	$88.24 - $98.33 $331,164 - $369,032	-3,753 Reduced 3.06%	118,826 $11 Million
Q2 2020 Aug 14, 2020	SELL	$76.15 - $100.68 $985,533 - $1.3 Million	-12,942 Reduced 9.55%	122,579 $11.2 Million
Q1 2020 May 14, 2020	BUY	$68.26 - $108.76 $9.25 Million - $14.7 Million	135,521 New	135,521 $10.8 Million

Others Institutions Holding SDY

# of Institutions

1,264

Shares Held

68.8M

Call Options Held

51K

Put Options Held

46.5K

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About SPDR SERIES TR SPDR S&P DIVIDE

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