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

Johnson & White Wealth Management, LLC

$199 Million
Q2 2025

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 32,950 shares of SDY stock, worth $4.57 Million. This represents 2.25% of its overall portfolio holdings.

Number of Shares

32,950

Previous 33,969 3.0%

Holding current value

$4.57 Million

Previous $4.61 Million 2.97%

% of portfolio

2.25%

Previous 2.59%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	SELL	$121.58 - $136.74 $123,890 - $139,338	-1,019 Reduced 3.0%	32,950 $4.47 Million
Q1 2025 Apr 10, 2025	SELL	$128.74 - $138.67 $719,141 - $774,610	-5,586 Reduced 14.12%	33,969 $4.61 Million
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

1,339

Shares Held

71.2M

Call Options Held

77.7K

Put Options Held

26.9K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

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