Wilbanks Smith & Thomas Asset Management LLC Spdr Series Tr Spdr S&P Divide Transaction History

Wilbanks Smith & Thomas Asset Management LLC

  • $3.54 Billion
  • Q1 2024

A detailed history of Wilbanks Smith & Thomas Asset Management LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Wilbanks Smith & Thomas Asset Management LLC holds 4,851 shares of SDY stock, worth $683,408. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,851
Previous 3,975 22.04%
Holding current value
$683,408
Previous $496,000 28.23%
% of portfolio
0.02%
Previous 0.02%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024
BUY
$122.28 - $131.24 $107,117 - $114,966
876 Added 22.04%
4,851 $636,000
Q4 2023

Feb 06, 2024
SELL
$110.2 - $125.58 $155,492 - $177,193
-1,411 Reduced 26.2%
3,975 $496,000
Q3 2023

Nov 06, 2023
BUY
$115.01 - $127.58 $57,850 - $64,172
503 Added 10.3%
5,386 $619,000
Q2 2023

Aug 08, 2023
BUY
$117.3 - $124.97 $129,381 - $137,841
1,103 Added 29.18%
4,883 $598,000
Q1 2023

May 05, 2023
SELL
$117.74 - $132.18 $79,356 - $89,089
-674 Reduced 15.13%
3,780 $467,000
Q4 2022

Feb 14, 2023
BUY
$112.65 - $131.57 $113,889 - $133,017
1,011 Added 29.36%
4,454 $557,000
Q3 2022

Oct 31, 2022
SELL
$111.5 - $132.34 $3,233 - $3,837
-29 Reduced 0.84%
3,443 $384,000
Q2 2022

Aug 03, 2022
SELL
$114.07 - $132.3 $9,467 - $10,980
-83 Reduced 2.33%
3,472 $412,000
Q1 2022

May 05, 2022
SELL
$121.65 - $130.75 $38,684 - $41,578
-318 Reduced 8.21%
3,555 $445,000
Q4 2021

Feb 08, 2022
BUY
$118.81 - $129.12 $35,643 - $38,736
300 Added 8.4%
3,873 $500,000
Q3 2021

Nov 04, 2021
SELL
$117.12 - $125.76 $7,144 - $7,671
-61 Reduced 1.68%
3,573 $420,000
Q1 2021

May 11, 2021
SELL
$104.47 - $119.79 $18,491 - $21,202
-177 Reduced 4.64%
3,634 $429,000
Q3 2020

Nov 12, 2020
SELL
$88.24 - $98.33 $68,474 - $76,304
-776 Reduced 16.92%
3,811 $352,000
Q2 2020

Jul 31, 2020
SELL
$76.15 - $100.68 $135,394 - $179,009
-1,778 Reduced 27.93%
4,587 $418,000
Q1 2020

May 06, 2020
BUY
$68.26 - $108.76 $271,743 - $432,973
3,981 Added 166.99%
6,365 $508,000
Q3 2019

Nov 06, 2019
BUY
$101.59 - $103.8 $4,774 - $4,878
47 Added 2.01%
2,384 $245,000
Q3 2018

Nov 14, 2018
SELL
N/A
-1,500 Reduced 39.09%
2,337 $229,000
Q2 2018

Aug 08, 2018
SELL
N/A
-330 Reduced 7.92%
3,837 $356,000
Q4 2017

Feb 07, 2018
BUY
N/A
1,500 Added 56.24%
4,167 $394,000
Q3 2017

Nov 13, 2017
BUY
N/A
198 Added 8.02%
2,667 $244,000
Q2 2017

Aug 15, 2017
BUY
N/A
2,469
2,469 $219,000

Others Institutions Holding SDY

# of Institutions
1,199
Shares Held
68.9M
Call Options Held
43.4K
Put Options Held
18.2K
View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

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  • Ticker SDY
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