A detailed history of Jeppson Wealth Management, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 11,530 shares of SDY stock, worth $1.59 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
11,530
Previous 12,045 4.28%
Holding current value
$1.59 Million
Previous $1.58 Million 7.22%
% of portfolio
0.56%
Previous 0.61%

Shares

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

Aug 05, 2024

SELL
$124.6 - $132.46 $64,169 - $68,216
-515 Reduced 4.28%
11,530 $1.47 Million
Q1 2024

Apr 17, 2024

SELL
$122.28 - $131.24 $67,254 - $72,182
-550 Reduced 4.37%
12,045 $1.58 Million
Q4 2023

Jan 11, 2024

SELL
$110.2 - $125.58 $6,061 - $6,906
-55 Reduced 0.43%
12,595 $1.57 Million
Q3 2023

Oct 25, 2023

SELL
$115.01 - $127.58 $8,625 - $9,568
-75 Reduced 0.59%
12,650 $1.45 Million
Q2 2023

Jul 31, 2023

SELL
$117.3 - $124.97 $46,333 - $49,363
-395 Reduced 3.01%
12,725 $1.56 Million
Q1 2023

Apr 27, 2023

SELL
$117.74 - $132.18 $140,934 - $158,219
-1,197 Reduced 8.36%
13,120 $1.62 Million
Q4 2022

Jan 27, 2023

SELL
$112.65 - $131.57 $229,918 - $268,534
-2,041 Reduced 12.48%
14,317 $0
Q3 2022

Oct 20, 2022

SELL
$111.5 - $132.34 $49,060 - $58,229
-440 Reduced 2.62%
16,358 $1.82 Million
Q2 2022

Aug 03, 2022

BUY
$114.07 - $132.3 $1.92 Million - $2.22 Million
16,798 New
16,798 $1.99 Million

Others Institutions Holding SDY

About SPDR SERIES TR SPDR S&P DIVIDE


  • Ticker SDY
  • Sector ETFs
  • Industry ETFs
More about SDY
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