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

Lji Wealth Management, LLC

$574 Billion
Q2 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 3,453 shares of SDY stock, worth $485,629. This represents 0.08% of its overall portfolio holdings.

Number of Shares

3,453

Previous 3,518 1.85%

Holding current value

$485,629

Previous $477 Million 1.83%

% of portfolio

0.08%

Previous 0.1%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,341

Shares Held

71.1M

Call Options Held

77.7K

Put Options Held

26.9K

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 Lji Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lji Wealth Management, LLC with notifications on news.

Account

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