York Bridge Wealth Partners, LLC Spdr Series Tr Spdr S&P Divide Transaction History

York Bridge Wealth Partners, LLC

$394 Million
Q4 2022

A detailed history of York Bridge Wealth Partners, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 21,689 shares of SDY stock, worth $2.91 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

21,689

Previous 19,252 12.66%

Holding current value

$2.91 Million

Previous $2.15 Million 26.36%

% of portfolio

0.69%

Previous 0.55%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 26, 2023	BUY	$112.65 - $131.57 $274,528 - $320,636	2,437 Added 12.66%	21,689 $0
Q3 2022 Oct 18, 2022	BUY	$111.5 - $132.34 $1,784 - $2,117	16 Added 0.08%	19,252 $2.15 Million
Q2 2022 Jul 15, 2022	BUY	$114.07 - $132.3 $103,461 - $119,996	907 Added 4.95%	19,236 $2.28 Million
Q1 2022 Apr 15, 2022	BUY	$121.65 - $130.75 $37,103 - $39,878	305 Added 1.69%	18,329 $2.35 Million
Q4 2021 Jan 19, 2022	BUY	$118.81 - $129.12 $2,257 - $2,453	19 Added 0.11%	18,024 $2.33 Million
Q3 2021 Oct 22, 2021	BUY	$117.12 - $125.76 $1,873 - $2,012	16 Added 0.09%	18,005 $2.12 Million
Q2 2021 Jul 22, 2021	SELL	$118.74 - $127.47 $1,187 - $1,274	-10 Reduced 0.06%	17,989 $2.2 Million
Q1 2021 Apr 15, 2021	BUY	$104.47 - $119.79 $70,935 - $81,337	679 Added 3.92%	17,999 $2.12 Million
Q4 2020 Jan 19, 2021	BUY	$91.76 - $107.36 $2,202 - $2,576	24 Added 0.14%	17,320 $1.84 Million
Q3 2020 Oct 19, 2020	BUY	$88.24 - $98.33 $3,000 - $3,343	34 Added 0.2%	17,296 $1.6 Million
Q2 2020 Jul 20, 2020	SELL	$76.15 - $100.68 $40,816 - $53,964	-536 Reduced 3.01%	17,262 $1.57 Million
Q1 2020 Apr 16, 2020	SELL	$68.26 - $108.76 $13,447 - $21,425	-197 Reduced 1.09%	17,798 $1.42 Million
Q4 2019 Jan 17, 2020	BUY	$98.73 - $107.77 $13,032 - $14,225	132 Added 0.74%	17,995 $1.94 Million
Q3 2019 Oct 21, 2019	BUY	$101.59 - $103.8 $47,137 - $48,163	464 Added 2.67%	17,863 $1.83 Million
Q2 2019 Jul 18, 2019	BUY	N/A	14 Added 0.08%	17,399 $1.76 Million
Q1 2019 May 09, 2019	SELL	N/A	-109 Reduced 0.62%	17,385 $1.73 Million
Q4 2018 Feb 14, 2019	BUY	N/A	12 Added 0.07%	17,494 $1.57 Million
Q3 2018 Nov 14, 2018	SELL	N/A	-477 Reduced 2.66%	17,482 $1.71 Million
Q2 2018 Aug 10, 2018	BUY	N/A	15 Added 0.08%	17,959 $1.67 Million
Q1 2018 May 15, 2018	BUY	N/A	433 Added 2.47%	17,944 $1.64 Million
Q4 2017 Feb 12, 2018	SELL	N/A	-2,366 Reduced 11.9%	17,511 $1.59 Million
Q3 2017 Oct 27, 2017	SELL	N/A	-738 Reduced 3.58%	19,877 $1.82 Million
Q2 2017 Aug 14, 2017	BUY	N/A	20,615	20,615 $1.85 Million

Others Institutions Holding SDY

# of Institutions

1,320

Shares Held

71.4M

Call Options Held

48.3K

Put Options Held

39.7K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
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York Bridge Wealth Partners, LLC Spdr Series Tr Spdr S&P Divide Transaction History