Modern Wealth Management, LLC Spdr Portfolio S&P 500 High Di Transaction History

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024

A detailed history of Modern Wealth Management, LLC transactions in Spdr Portfolio S&P 500 High Di stock. As of the latest transaction made, Modern Wealth Management, LLC holds 7,617 shares of SPYD stock, worth $335,300. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,617
Previous 7,393 3.03%
Holding current value
$335,300
Previous $337 Million 1.27%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Feb 11, 2025
BUY
$43.02 - $47.32 $9,636 - $10,599
224 Added 3.03%
7,617 $333 Million
Q3 2024

Nov 05, 2024
BUY
$39.95 - $45.86 $14,022 - $16,096
351 Added 4.98%
7,393 $337 Million
Q2 2024

Aug 07, 2024
SELL
$38.1 - $41.42 $123,710 - $134,490
-3,247 Reduced 31.56%
7,042 $283 Million
Q1 2024

May 13, 2024
BUY
$37.72 - $40.71 $388,101 - $418,865
10,289 New
10,289 $420 Million

Others Institutions Holding SPYD

# of Institutions
500
Shares Held
51.4M
Call Options Held
88.3K
Put Options Held
33.1K
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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