Optimum Investment Advisors Spdr Portfolio S&P 500 High Di Transaction History

Optimum Investment Advisors

  • $227 Million
  • Q3 2024

A detailed history of Optimum Investment Advisors transactions in Spdr Portfolio S&P 500 High Di stock. As of the latest transaction made, Optimum Investment Advisors holds 5,339 shares of SPYD stock, worth $232,460. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,339
Previous 5,639 5.32%
Holding current value
$232,460
Previous $226,000 7.52%
% of portfolio
0.11%
Previous 0.1%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
SELL
$39.95 - $45.86 $11,985 - $13,758
-300 Reduced 5.32%
5,339 $243,000
Q2 2024

Jul 12, 2024
SELL
$38.1 - $41.42 $77,724 - $84,496
-2,040 Reduced 26.57%
5,639 $226,000
Q1 2024

Apr 11, 2024
SELL
$37.72 - $40.71 $10,863 - $11,724
-288 Reduced 3.61%
7,679 $312,000
Q2 2023

Aug 03, 2023
BUY
$35.13 - $38.46 $77,356 - $84,688
2,202 Added 38.2%
7,967 $295,000
Q1 2023

May 03, 2023
BUY
$35.58 - $43.09 $35,580 - $43,090
1,000 Added 20.99%
5,765 $219,000
Q1 2022

Apr 08, 2022
BUY
$41.75 - $44.47 $125 - $133
3 Added 0.06%
4,765 $209,000
Q3 2021

Oct 22, 2021
BUY
$38.21 - $40.67 $38,592 - $41,076
1,010 Added 26.92%
4,762 $186,000
Q2 2021

Aug 02, 2021
BUY
$38.86 - $42.51 $39,248 - $42,935
1,010 Added 36.83%
3,752 $150,000
Q1 2021

Apr 15, 2021
BUY
$32.4 - $39.92 $53,200 - $65,548
1,642 Added 149.27%
2,742 $106,000
Q4 2020

Jan 21, 2021
BUY
$27.0 - $34.09 $29,700 - $37,499
1,100 New
1,100 $36,000

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

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