Arete Wealth Advisors, LLC Spdr Portfolio S&P 500 High Di Transaction History

Arete Wealth Advisors, LLC

  • $1.31 Billion
  • Q1 2025

A detailed history of Arete Wealth Advisors, LLC transactions in Spdr Portfolio S&P 500 High Di stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 22,279 shares of SPYD stock, worth $974,706. This represents 0.08% of its overall portfolio holdings.

Number of Shares
22,279
Previous 28,639 22.21%
Holding current value
$974,706
Previous $1.24 Million 20.23%
% of portfolio
0.08%
Previous 0.09%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$42.18 - $45.16 $268,264 - $287,217
-6,360 Reduced 22.21%
22,279 $986,000
Q4 2024

Feb 12, 2025
BUY
$43.02 - $47.32 $675,758 - $743,302
15,708 Added 121.48%
28,639 $1.24 Million
Q3 2024

Nov 14, 2024
SELL
$39.95 - $45.86 $137,348 - $157,666
-3,438 Reduced 21.0%
12,931 $588,000
Q2 2024

Aug 13, 2024
SELL
$38.1 - $41.42 $41,910 - $45,562
-1,100 Reduced 6.3%
16,369 $656,000
Q1 2024

May 15, 2024
BUY
$37.72 - $40.71 $6,978 - $7,531
185 Added 1.07%
17,469 $711,000
Q4 2023

Feb 14, 2024
BUY
$33.0 - $39.88 $570,372 - $689,285
17,284 New
17,284 $677,000
Q2 2023

Aug 09, 2023
BUY
$35.13 - $38.46 $202,910 - $222,144
5,776 Added 107.5%
11,149 $413,000
Q1 2023

May 01, 2023
BUY
$35.58 - $43.09 $191,171 - $231,522
5,373 New
5,373 $204,000
Q2 2022

Aug 15, 2022
BUY
$38.63 - $45.45 $229,809 - $270,382
5,949 New
5,949 $237,000
Q2 2020

Aug 11, 2020
SELL
$22.98 - $32.18 $248,046 - $347,350
-10,794 Closed
0 $0
Q1 2020

May 14, 2020
SELL
$21.02 - $39.9 $75,209 - $142,762
-3,578 Reduced 24.9%
10,794 $266,000
Q4 2019

Feb 14, 2020
SELL
$36.46 - $39.61 $7,729 - $8,397
-212 Reduced 1.45%
14,372 $567,000
Q3 2019

Nov 13, 2019
BUY
$37.62 - $38.84 $244,605 - $252,537
6,502 Added 80.45%
14,584 $554,000
Q2 2019

Aug 14, 2019
BUY
N/A
8,082 New
8,082 $307,000

Others Institutions Holding SPYD

# of Institutions
514
Shares Held
50.2M
Call Options Held
102K
Put Options Held
32.1K
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 Arete Wealth Advisors, LLC Portfolio

Follow Arete Wealth Advisors, 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 Arete Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Arete Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email