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

Wellspring Financial Advisors, LLC

$633 Billion
Q1 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 71,262 shares of SDY stock, worth $9.06 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares

71,262

Previous 89,622 20.49%

Holding current value

$9.06 Million

Previous $11.2 Billion 16.5%

% of portfolio

1.48%

Previous 2.79%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$121.48 - $131.57 $469,641 - $508,649	-3,866 Reduced 3.91%	95,043 $11.9 Million
Q3 2022 Nov 14, 2022	SELL	N/A	-290 Reduced 0.29%	98,909 $11 Million
Q2 2022 Aug 12, 2022	SELL	N/A	-9,301 Reduced 8.57%	99,199 $11.8 Million
Q1 2022 May 10, 2022	BUY	N/A	94 Added 0.09%	108,500 $13.9 Million
Q4 2021 Jan 03, 2022	SELL	N/A	-32 Reduced 0.03%	108,406 $14 Million
Q3 2021 Nov 12, 2021	SELL	N/A	-40 Reduced 0.04%	108,438 $12.7 Million
Q2 2021 Aug 13, 2021	SELL	N/A	-27,043 Reduced 19.95%	108,478 $13.3 Million
Q1 2021 May 17, 2021	BUY	N/A	23,671 Added 21.16%	135,521 $10.8 Million
Q4 2020 Feb 16, 2021	SELL	N/A	-6,976 Reduced 5.87%	111,850 $11.8 Million
Q3 2020 Nov 13, 2020	SELL	N/A	-3,753 Reduced 3.06%	118,826 $11 Million
Q2 2020 Aug 14, 2020	SELL	N/A	-12,942 Reduced 9.55%	122,579 $11.2 Million
Q1 2020 May 14, 2020	BUY	N/A	135,521 New	135,521 $10.8 Million

Others Institutions Holding SDY

# of Institutions

1,195

Shares Held

70.3M

Call Options Held

99.8K

Put Options Held

17.5K

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 Wellspring Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wellspring Financial Advisors, LLC with notifications on news.

Account

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