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 $1.01 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,237
Previous 7,257 0.28%
Holding current value
$1.01 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
1,264
Shares Held
68.7M
Call Options Held
51K
Put Options Held
46.5K
View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

SDY Quotes by TradingView
  • Ticker SDY
  • Sector ETFs
  • Industry ETFs
More about SDY
Track This Portfolio

Track Jfs Wealth Advisors, LLC Portfolio

Follow Jfs Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email