Wfa Of San Diego, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Wfa Of San Diego, LLC

  • $116 Million
  • Q3 2024

A detailed history of Wfa Of San Diego, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Wfa Of San Diego, LLC holds 3,093 shares of SDY stock, worth $411,121. This represents 0.38% of its overall portfolio holdings.

Number of Shares
3,093
Previous 3,093 -0.0%
Holding current value
$411,121
Previous $393,000 11.7%
% of portfolio
0.38%
Previous 0.36%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$124.6 - $132.46 $24,920 - $26,492
-200 Reduced 6.07%
3,093 $393,000
Q3 2023

Nov 02, 2023
SELL
$115.01 - $127.58 $54,629 - $60,600
-475 Reduced 12.61%
3,293 $378,000
Q2 2023

Aug 10, 2023
SELL
$117.3 - $124.97 $222,870 - $237,443
-1,900 Reduced 33.52%
3,768 $461,000
Q3 2022

Oct 18, 2022
BUY
$111.5 - $132.34 $306,625 - $363,935
2,750 Added 94.24%
5,668 $632,000
Q1 2022

Apr 25, 2022
SELL
$121.65 - $130.75 $425,775 - $457,625
-3,500 Reduced 54.53%
2,918 $374,000
Q4 2021

Feb 07, 2022
BUY
$118.81 - $129.12 $415,835 - $451,920
3,500 Added 119.95%
6,418 $829,000
Q2 2021

Aug 11, 2021
SELL
$118.74 - $127.47 $1,424 - $1,529
-12 Reduced 0.41%
2,918 $357,000
Q1 2021

May 14, 2021
BUY
$104.47 - $119.79 $306,097 - $350,984
2,930 New
2,930 $346,000
Q4 2020

Feb 11, 2021
SELL
$91.76 - $107.36 $284,914 - $333,352
-3,105 Closed
0 $0
Q2 2020

Aug 27, 2020
BUY
$76.15 - $100.68 $236,445 - $312,611
3,105 New
3,105 $283,000

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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