Keystone Financial Planning, Inc. Spdr Portfolio S&P 500 High Di Transaction History

Keystone Financial Planning, Inc.

$314 Million
Q4 2024

A detailed history of Keystone Financial Planning, Inc. transactions in Spdr Portfolio S&P 500 High Di stock. As of the latest transaction made, Keystone Financial Planning, Inc. holds 194,322 shares of SPYD stock, worth $8.57 Million. This represents 2.68% of its overall portfolio holdings.

Number of Shares

194,322

Previous 191,818 1.31%

Holding current value

$8.57 Million

Previous $8.76 Million 4.04%

% of portfolio

2.68%

Previous 2.66%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$43.02 - $47.32 $107,722 - $118,489	2,504 Added 1.31%	194,322 $8.4 Million
Q3 2024 Oct 28, 2024	BUY	$39.95 - $45.86 $24,848 - $28,524	622 Added 0.33%	191,818 $8.76 Million
Q2 2024 Jul 10, 2024	BUY	$38.1 - $41.42 $45,262 - $49,206	1,188 Added 0.63%	191,196 $7.69 Million
Q1 2024 Apr 10, 2024	SELL	$37.72 - $40.71 $121,118 - $130,719	-3,211 Reduced 1.66%	190,008 $7.74 Million
Q4 2023 Jan 12, 2024	BUY	$33.0 - $39.88 $212,685 - $257,026	6,445 Added 3.45%	193,219 $7.57 Million
Q3 2023 Oct 10, 2023	BUY	$34.75 - $38.84 $16,332 - $18,254	470 Added 0.25%	186,774 $6.55 Million
Q2 2023 Jul 11, 2023	BUY	$35.13 - $38.46 $324,460 - $355,216	9,236 Added 5.22%	186,304 $6.91 Million
Q1 2023 Apr 21, 2023	BUY	$35.58 - $43.09 $136,484 - $165,293	3,836 Added 2.21%	177,068 $6.73 Million
Q4 2022 Jan 30, 2023	BUY	$35.5 - $41.73 $76,005 - $89,343	2,141 Added 1.25%	173,232 $6.86 Million
Q3 2022 Oct 12, 2022	BUY	$35.47 - $43.38 $386,374 - $472,538	10,893 Added 6.8%	171,091 $6.07 Million
Q2 2022 Jul 19, 2022	BUY	$38.63 - $45.45 $65,632 - $77,219	1,699 Added 1.07%	160,198 $6.39 Million
Q1 2022 Apr 28, 2022	BUY	$41.75 - $44.47 $6.62 Million - $7.05 Million	158,499 New	158,499 $6.97 Million

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

Ticker SPYD
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Keystone Financial Planning, Inc. Spdr Portfolio S&P 500 High Di Transaction History