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

Jfs Wealth Advisors, LLC

$1.26 Billion
Q1 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 7,257 shares of SDY stock, worth $922,945. This represents 0.08% of its overall portfolio holdings.

Number of Shares

7,257

Previous 7,557 3.97%

Holding current value

$922,945

Previous $944,000 0.85%

% of portfolio

0.08%

Previous 0.08%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$121.48 - $131.57 $124,638 - $134,990	-1,026 Reduced 12.67%	7,069 $884,000

Q3 2022 Oct 21, 2022	SELL	N/A	-52 Reduced 0.64%	8,095 $903,000
Q2 2022 Aug 02, 2022	SELL	N/A	-70 Reduced 0.85%	8,147 $967,000
Q4 2021 Feb 03, 2022	SELL	N/A	-770 Reduced 8.57%	8,217 $1.06 Million
Q3 2021 Nov 09, 2021	BUY	N/A	8,662 Added 2665.23%	8,987 $1.06 Million
Q2 2021 Aug 04, 2021	BUY	N/A	25 Added 8.33%	325 $40,000
Q1 2020 Apr 29, 2020	BUY	N/A	300 New	300 $24,000

Others Institutions Holding SDY

# of Institutions

1,195

Shares Held

70.3M

Call Options Held

99.8K

Put Options Held

17.5K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
Sector ETFs
Industry ETFs

More about SDY

Track This Portfolio

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.

Account

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