Warren Averett Asset Management, LLC Spdr Portfolio S&P 500 High Di Transaction History

Warren Averett Asset Management, LLC

  • $6.36 Billion
  • Q4 2024

A detailed history of Warren Averett Asset Management, LLC transactions in Spdr Portfolio S&P 500 High Di stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 11,956 shares of SPYD stock, worth $530,368. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,956
Previous 10,068 18.75%
Holding current value
$530,368
Previous $459,000 12.42%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 14, 2025
BUY
$43.02 - $47.32 $81,221 - $89,340
1,888 Added 18.75%
11,956 $516,000
Q2 2024

Aug 14, 2024
SELL
$38.1 - $41.42 $6,324 - $6,875
-166 Reduced 1.62%
10,068 $405,000
Q1 2024

May 15, 2024
BUY
$37.72 - $40.71 $386,026 - $416,626
10,234 New
10,234 $416,000

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
Track This Portfolio

Track Warren Averett Asset Management, LLC Portfolio

Follow Warren Averett Asset 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 Warren Averett Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Warren Averett Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email