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

Modern Wealth Management, LLC

  • $1.65 Trillion
  • Q3 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 7,393 shares of SPYD stock, worth $322,408. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,393
Previous 7,042 4.98%
Holding current value
$322,408
Previous $283 Million 19.12%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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

SPYD Quotes by TradingView
  • Ticker SPYD
  • Sector ETFs
  • Industry ETFs
More about SPYD
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email