Jfs Wealth Advisors, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Jfs Wealth Advisors, LLC

  • $1.49 Billion
  • Q3 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 7,237 shares of SDY stock, worth $1.02 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,237
Previous 7,257 0.28%
Holding current value
$1.02 Million
Previous $922,000 11.39%
% of portfolio
0.07%
Previous 0.07%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
SELL
$125.95 - $142.04 $2,519 - $2,840
-20 Reduced 0.28%
7,237 $1.03 Million
Q1 2024

Apr 30, 2024
SELL
$122.28 - $131.24 $36,684 - $39,372
-300 Reduced 3.97%
7,257 $952,000
Q4 2023

Feb 07, 2024
SELL
$110.2 - $125.58 $63,916 - $72,836
-580 Reduced 7.13%
7,557 $944,000
Q2 2023

Aug 07, 2023
SELL
$117.3 - $124.97 $6,451 - $6,873
-55 Reduced 0.67%
8,137 $997,000
Q1 2023

Apr 19, 2023
BUY
$117.74 - $132.18 $132,222 - $148,438
1,123 Added 15.89%
8,192 $1.01 Million
Q4 2022

Feb 13, 2023
SELL
$112.65 - $131.57 $115,578 - $134,990
-1,026 Reduced 12.67%
7,069 $884,000
Q3 2022

Oct 21, 2022
SELL
$111.5 - $132.34 $5,798 - $6,881
-52 Reduced 0.64%
8,095 $903,000
Q2 2022

Aug 02, 2022
SELL
$114.07 - $132.3 $7,984 - $9,261
-70 Reduced 0.85%
8,147 $967,000
Q4 2021

Feb 03, 2022
SELL
$118.81 - $129.12 $91,483 - $99,422
-770 Reduced 8.57%
8,217 $1.06 Million
Q3 2021

Nov 09, 2021
BUY
$117.12 - $125.76 $1.01 Million - $1.09 Million
8,662 Added 2665.23%
8,987 $1.06 Million
Q2 2021

Aug 04, 2021
BUY
$118.74 - $127.47 $2,968 - $3,186
25 Added 8.33%
325 $40,000
Q1 2020

Apr 29, 2020
BUY
$68.26 - $108.76 $20,478 - $32,628
300 New
300 $24,000

Others Institutions Holding SDY

# of Institutions
1,246
Shares Held
69.8M
Call Options Held
43.4K
Put Options Held
18.7K
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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