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

Jfs Wealth Advisors, LLC

$1.69 Billion
Q3 2025

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 5,950 shares of SDY stock, worth $822,409. This represents 0.05% of its overall portfolio holdings.

Number of Shares

5,950

Previous 6,123 2.83%

Holding current value

$822,409

Previous $831,000 0.24%

% of portfolio

0.05%

Previous 0.05%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$136.48 - $142.97 $23,611 - $24,733	-173 Reduced 2.83%	5,950 $833,000
Q2 2025 Jul 24, 2025	SELL	$121.58 - $136.74 $2,188 - $2,461	-18 Reduced 0.29%	6,123 $831,000
Q1 2025 Apr 22, 2025	SELL	$128.74 - $138.67 $3,862 - $4,160	-30 Reduced 0.49%	6,141 $833,000
Q4 2024 Jan 30, 2025	SELL	$131.66 - $144.0 $140,349 - $153,504	-1,066 Reduced 14.73%	6,171 $815,000
Q3 2024 Oct 25, 2024	SELL	$125.95 - $142.04 $2,519 - $2,840	-20 Reduced 0.28%	7,237 $1.03 Million

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	$112.65 - $131.57 $115,578 - $134,990	-1,026 Reduced 12.67%	7,069 $884,000
Q3 2022 Oct 21, 2022	SELL	$111.5 - $132.34 $5,798 - $6,881	-52 Reduced 0.64%	8,095 $903,000
Q2 2022 Aug 02, 2022	SELL	$114.07 - $132.3 $7,984 - $9,261	-70 Reduced 0.85%	8,147 $967,000
Q4 2021 Feb 03, 2022	SELL	$118.81 - $129.12 $91,483 - $99,422	-770 Reduced 8.57%	8,217 $1.06 Million
Q3 2021 Nov 09, 2021	BUY	$117.12 - $125.76 $1.01 Million - $1.09 Million	8,662 Added 2665.23%	8,987 $1.06 Million
Q2 2021 Aug 04, 2021	BUY	$118.74 - $127.47 $2,968 - $3,186	25 Added 8.33%	325 $40,000
Q1 2020 Apr 29, 2020	BUY	$68.26 - $108.76 $20,478 - $32,628	300 New	300 $24,000

Others Institutions Holding SDY

# of Institutions

1,350

Shares Held

70.6M

Call Options Held

59.5K

Put Options Held

29.7K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

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