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

Lji Wealth Management, LLC

$573 Billion
Q3 2025

A detailed history of Lji Wealth Management, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Lji Wealth Management, LLC holds 2,770 shares of SDY stock, worth $382,869. This represents 0.07% of its overall portfolio holdings.

Number of Shares

2,770

Previous 3,453 19.78%

Holding current value

$382,869

Previous $469 Million 17.22%

% of portfolio

0.07%

Previous 0.08%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	SELL	$136.48 - $142.97 $93,215 - $97,648	-683 Reduced 19.78%	2,770 $388 Million
Q2 2025 Jul 31, 2025	SELL	$121.58 - $136.74 $7,902 - $8,888	-65 Reduced 1.85%	3,453 $469 Million
Q1 2025 May 01, 2025	BUY	$128.74 - $138.67 $514 - $554	4 Added 0.11%	3,518 $477 Million
Q4 2024 Jan 28, 2025	BUY	$131.66 - $144.0 $658 - $720	5 Added 0.14%	3,514 $464 Million
Q3 2024 Nov 06, 2024	BUY	$125.95 - $142.04 $503 - $568	4 Added 0.11%	3,509 $498 Million
Q2 2024 Aug 12, 2024	BUY	$124.6 - $132.46 $436,723 - $464,272	3,505 New	3,505 $446 Million
Q4 2023 Feb 13, 2024	BUY	$110.2 - $125.58 $551 - $627	5 Added 0.14%	3,540 $442 Million
Q3 2023 Feb 02, 2024	SELL	$115.01 - $127.58 $12.6 Million - $14 Million	-109,417 Reduced 96.87%	3,535 $407 Million
Q2 2023 Feb 02, 2024	BUY	$117.3 - $124.97 $12.8 Million - $13.7 Million	109,468 Added 3142.02%	112,952 $433 Million
Q1 2023 Feb 02, 2024	BUY	$117.74 - $132.18 $470 - $528	4 Added 0.11%	3,484 $431 Million
Q4 2022 Jan 02, 2024	BUY	$112.65 - $131.57 $392,022 - $457,863	3,480 New	3,480 $435 Million

Others Institutions Holding SDY

# of Institutions

1,355

Shares Held

70.6M

Call Options Held

59.5K

Put Options Held

29.7K

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About SPDR SERIES TR SPDR S&P DIVIDE

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