Powell Investment Advisors, LLC Spdr Portfolio S&P 500 High Di Transaction History

Powell Investment Advisors, LLC

$210 Million
Q4 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 16, 2023	SELL	$34.75 - $38.84 $7,401 - $8,272	-213 Reduced 0.85%	24,847 $871,000
Q2 2023 Aug 02, 2023	BUY	$35.13 - $38.46 $10,995 - $12,037	313 Added 1.26%	25,060 $929,000
Q1 2023 May 10, 2023	BUY	$35.58 - $43.09 $9,144 - $11,074	257 Added 1.05%	24,747 $940,000
Q4 2022 Feb 14, 2023	BUY	$35.5 - $41.73 $10,898 - $12,811	307 Added 1.27%	24,490 $969,000
Q3 2022 Nov 14, 2022	BUY	$35.47 - $43.38 $9,186 - $11,235	259 Added 1.08%	24,183 $858,000
Q2 2022 Aug 02, 2022	BUY	$38.63 - $45.45 $138,643 - $163,120	3,589 Added 17.65%	23,924 $955,000
Q1 2022 May 09, 2022	BUY	$41.75 - $44.47 $12,232 - $13,029	293 Added 1.46%	20,335 $894,000
Q4 2021 Jan 14, 2022	BUY	$38.92 - $42.05 $2,335 - $2,523	60 Added 0.3%	20,042 $843,000
Q3 2021 Oct 13, 2021	BUY	$38.21 - $40.67 $7,221 - $7,686	189 Added 0.95%	19,982 $782,000
Q2 2021 Jul 14, 2021	BUY	$38.86 - $42.51 $7,383 - $8,076	190 Added 0.97%	19,793 $793,000
Q1 2021 Apr 14, 2021	BUY	$32.4 - $39.92 $3,078 - $3,792	95 Added 0.49%	19,603 $755,000
Q4 2020 Jan 14, 2021	BUY	$27.0 - $34.09 $526,716 - $665,027	19,508 New	19,508 $643,000
Q2 2020 Jul 31, 2020	SELL	$22.98 - $32.18 $202,292 - $283,280	-8,803 Closed	0 $0
Q1 2020 May 12, 2020	BUY	$21.02 - $39.9 $185,039 - $351,239	8,803 New	8,803 $217,000

Others Institutions Holding SPYD

# of Institutions

484

Shares Held

49.9M

Call Options Held

68.6K

Put Options Held

13K

Meiji Yasuda Life Insurance CO Tokyo, M0

10.6M
Shares

$463 Million
8.97% of portfolio
Lpl Financial LLC Fort Mill, SC

3.81M
Shares

$167 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

3.05M
Shares

$133 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.8M
Shares

$123 Million
0.03% of portfolio
Auto Owners Insurance CO Lansing, MI

2.05M
Shares

$89.6 Million
2.32% of portfolio

About SPDR PORTFOLIO S&P 500 HIGH DI

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