Elwood & Goetz Wealth Advisory Group, LLC Spdr Portfolio S&P 500 High Di Transaction History

Elwood & Goetz Wealth Advisory Group, LLC

$402 Million
Q3 2024

A detailed history of Elwood & Goetz Wealth Advisory Group, LLC transactions in Spdr Portfolio S&P 500 High Di stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 10,402 shares of SPYD stock, worth $452,903. This represents 0.12% of its overall portfolio holdings.

Number of Shares

10,402

Previous 10,309 0.9%

Holding current value

$452,903

Previous $414,000 14.49%

% of portfolio

0.12%

Previous 0.12%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	BUY	$39.95 - $45.86 $3,715 - $4,264	93 Added 0.9%	10,402 $474,000
Q1 2024 Apr 22, 2024	SELL	$37.72 - $40.71 $603 - $651	-16 Reduced 0.15%	10,309 $419,000
Q2 2023 Jul 28, 2023	BUY	$35.13 - $38.46 $31,511 - $34,498	897 Added 9.51%	10,325 $382,000
Q4 2022 Jan 27, 2023	BUY	$35.5 - $41.73 $7,348 - $8,638	207 Added 2.24%	9,428 $373,000
Q3 2022 Oct 28, 2022	SELL	$35.47 - $43.38 $59,483 - $72,748	-1,677 Reduced 15.39%	9,221 $327,000
Q2 2022 Aug 11, 2022	SELL	$38.63 - $45.45 $26,075 - $30,678	-675 Reduced 5.83%	10,898 $435,000
Q4 2020 Jan 22, 2021	BUY	$27.0 - $34.09 $312,471 - $394,523	11,573 New	11,573 $381,000

Others Institutions Holding SPYD

# of Institutions

473

Shares Held

47.4M

Call Options Held

68.6K

Put Options Held

13K

View Full List

About SPDR PORTFOLIO S&P 500 HIGH DI

Ticker SPYD
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Elwood & Goetz Wealth Advisory Group, LLC Spdr Portfolio S&P 500 High Di Transaction History