Juncture Wealth Strategies, LLC Spdr Portfolio S&P 500 High Di Transaction History

Juncture Wealth Strategies, LLC

  • $267 Million
  • Q4 2024

A detailed history of Juncture Wealth Strategies, LLC transactions in Spdr Portfolio S&P 500 High Di stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 29,150 shares of SPYD stock, worth $1.29 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
29,150
Previous 28,753 1.38%
Holding current value
$1.29 Million
Previous $1.31 Million 3.96%
% of portfolio
0.47%
Previous 0.51%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$43.02 - $47.32 $17,078 - $18,786
397 Added 1.38%
29,150 $1.26 Million
Q3 2024

Oct 09, 2024
SELL
$39.95 - $45.86 $44,584 - $51,179
-1,116 Reduced 3.74%
28,753 $1.31 Million
Q2 2024

Jul 11, 2024
BUY
$38.1 - $41.42 $4,648 - $5,053
122 Added 0.41%
29,869 $1.2 Million
Q1 2024

Apr 05, 2024
SELL
$37.72 - $40.71 $9,769 - $10,543
-259 Reduced 0.86%
29,747 $1.21 Million
Q4 2023

Jan 08, 2024
BUY
$33.0 - $39.88 $466,257 - $563,464
14,129 Added 88.99%
30,006 $1.18 Million
Q3 2023

Oct 10, 2023
SELL
$34.75 - $38.84 $24,012 - $26,838
-691 Reduced 4.17%
15,877 $556,000
Q2 2023

Jul 11, 2023
BUY
$35.13 - $38.46 $38,151 - $41,767
1,086 Added 7.01%
16,568 $614,000
Q1 2023

May 05, 2023
BUY
$35.58 - $43.09 $101,367 - $122,763
2,849 Added 22.55%
15,482 $588,000
Q4 2022

Jan 18, 2023
BUY
$35.5 - $41.73 $108,985 - $128,111
3,070 Added 32.1%
12,633 $0
Q3 2022

Oct 11, 2022
BUY
$35.47 - $43.38 $339,199 - $414,842
9,563 New
9,563 $339,000

Others Institutions Holding SPYD

# of Institutions
473
Shares Held
48.2M
Call Options Held
68.6K
Put Options Held
13K
View Full List

About SPDR PORTFOLIO S&P 500 HIGH DI

SPYD Quotes by TradingView
  • Ticker SPYD
  • Sector ETFs
  • Industry ETFs
More about SPYD
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