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

West Financial Advisors, LLC

  • $518 Million
  • Q3 2024

A detailed history of West Financial Advisors, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, West Financial Advisors, LLC holds 294 shares of SDY stock, worth $39,257. This represents 0.01% of its overall portfolio holdings.

Number of Shares
294
Previous 294 -0.0%
Holding current value
$39,257
Previous $37,000 10.81%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 18, 2023
BUY
$117.74 - $132.18 $34,615 - $38,860
294 New
294 $36,000
Q4 2021

Jan 19, 2022
SELL
$118.81 - $129.12 $29,702 - $32,280
-250 Reduced 79.87%
63 $8,000
Q4 2020

Feb 22, 2021
SELL
$91.76 - $107.36 $22,940 - $26,840
-250 Reduced 44.4%
313 $33,000
Q4 2020

Feb 02, 2021
BUY
$91.76 - $107.36 $51,660 - $60,443
563 New
563 $51 Million

Others Institutions Holding SDY

# of Institutions
1,264
Shares Held
68.8M
Call Options Held
51K
Put Options Held
46.5K
View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

SDY Quotes by TradingView
  • Ticker SDY
  • Sector ETFs
  • Industry ETFs
More about SDY
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