Plan Group Financial, LLC Spdr Portfolio S&P 500 High Di Transaction History

Plan Group Financial, LLC

  • $355 Million
  • Q3 2025

A detailed history of Plan Group Financial, LLC transactions in Spdr Portfolio S&P 500 High Di stock. As of the latest transaction made, Plan Group Financial, LLC holds 8,702 shares of SPYD stock, worth $373,924. This represents 0.11% of its overall portfolio holdings.

Number of Shares
8,702
Previous 8,100 7.43%
Holding current value
$373,924
Previous $343,000 11.37%
% of portfolio
0.11%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$42.43 - $45.05 $25,542 - $27,120
602 Added 7.43%
8,702 $382,000
Q2 2025

Aug 13, 2025
SELL
$38.81 - $44.28 $97,025 - $110,700
-2,500 Reduced 23.58%
8,100 $343,000
Q1 2025

May 09, 2025
BUY
$42.18 - $45.16 $447,108 - $478,695
10,600 New
10,600 $469,000

Others Institutions Holding SPYD

# of Institutions
518
Shares Held
59.3M
Call Options Held
104K
Put Options Held
20.6K
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 Plan Group Financial, LLC Portfolio

Follow Plan Group Financial, 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 Plan Group Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plan Group Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email