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

Johnson & White Wealth Management, LLC

  • $165 Million
  • Q4 2024

A detailed history of Johnson & White Wealth Management, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Johnson & White Wealth Management, LLC holds 39,555 shares of SDY stock, worth $5.29 Million. This represents 3.14% of its overall portfolio holdings.

Number of Shares
39,555
Previous 43,941 9.98%
Holding current value
$5.29 Million
Previous $6.24 Million 16.81%
% of portfolio
3.14%
Previous 5.37%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
SELL
$131.66 - $144.0 $577,460 - $631,584
-4,386 Reduced 9.98%
39,555 $5.19 Million
Q3 2024

Oct 03, 2024
SELL
$125.95 - $142.04 $284,017 - $320,300
-2,255 Reduced 4.88%
43,941 $6.24 Million
Q2 2024

Jul 19, 2024
SELL
$124.6 - $132.46 $991,068 - $1.05 Million
-7,954 Reduced 14.69%
46,196 $5.88 Million
Q1 2024

Apr 10, 2024
SELL
$122.28 - $131.24 $522,869 - $561,182
-4,276 Reduced 7.32%
54,150 $7.11 Million
Q4 2023

Jan 17, 2024
BUY
$110.2 - $125.58 $171,471 - $195,402
1,556 Added 2.74%
58,426 $7.3 Million
Q3 2023

Oct 12, 2023
BUY
$115.01 - $127.58 $97,413 - $108,060
847 Added 1.51%
56,870 $6.54 Million
Q2 2023

Jul 25, 2023
SELL
$117.3 - $124.97 $99,587 - $106,099
-849 Reduced 1.49%
56,023 $6.87 Million
Q1 2023

Apr 17, 2023
BUY
$117.74 - $132.18 $6.7 Million - $7.52 Million
56,872 New
56,872 $7.04 Million
Q3 2022

Nov 14, 2022
BUY
$111.5 - $132.34 $5.69 Million - $6.76 Million
51,076 New
51,076 $5.7 Million

Others Institutions Holding SDY

# of Institutions
1,265
Shares Held
67.8M
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
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