Jeppson Wealth Management, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Jeppson Wealth Management, LLC

$276 Million
Q4 2024

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 10,750 shares of SDY stock, worth $1.45 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

10,750

Previous 11,140 3.5%

Holding current value

$1.45 Million

Previous $1.58 Million 10.24%

% of portfolio

0.52%

Previous 0.57%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$131.66 - $144.0 $51,347 - $56,160	-390 Reduced 3.5%	10,750 $1.42 Million
Q3 2024 Nov 04, 2024	SELL	$125.95 - $142.04 $49,120 - $55,395	-390 Reduced 3.38%	11,140 $1.58 Million
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

# of Institutions

1,282

Shares Held

68.2M

Call Options Held

51K

Put Options Held

46K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
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Jeppson Wealth Management, LLC Spdr Series Tr Spdr S&P Divide Transaction History