Bergan Kdv Wealth Management, LLC Spdr Portfolio S&P 500 High Di Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Spdr Portfolio S&P 500 High Di stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 5,963 shares of SPYD stock, worth $266,426. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,963
Previous 6,109 2.39%
Holding current value
$266,426
Previous $232,000 4.74%
% of portfolio
0.02%
Previous 0.02%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023
SELL
$35.13 - $38.46 $5,128 - $5,615
-146 Reduced 2.39%
5,963 $221,000
Q1 2023

Apr 27, 2023
BUY
$35.58 - $43.09 $16,900 - $20,467
475 Added 8.43%
6,109 $232,000
Q4 2022

Jan 31, 2023
BUY
$35.5 - $41.73 $106 - $125
3 Added 0.05%
5,634 $222,000
Q3 2022

Oct 24, 2022
SELL
$35.47 - $43.38 $223,673 - $273,554
-6,306 Reduced 52.83%
5,631 $200,000
Q2 2022

Jul 13, 2022
SELL
$38.63 - $45.45 $189,248 - $222,659
-4,899 Reduced 29.1%
11,937 $476,000
Q1 2022

May 09, 2022
SELL
$41.75 - $44.47 $174,306 - $185,662
-4,175 Reduced 19.87%
16,836 $740,000
Q4 2021

Jan 28, 2022
BUY
$38.92 - $42.05 $125,750 - $135,863
3,231 Added 18.17%
21,011 $884,000
Q3 2021

Nov 12, 2021
BUY
$38.21 - $40.67 $38,171 - $40,629
999 Added 5.95%
17,780 $696,000
Q2 2021

Aug 10, 2021
BUY
$38.86 - $42.51 $362,991 - $397,085
9,341 Added 125.55%
16,781 $673,000
Q1 2021

May 11, 2021
SELL
$32.4 - $39.92 $185,004 - $227,943
-5,710 Reduced 43.42%
7,440 $286,000
Q4 2020

Feb 04, 2021
SELL
$27.0 - $34.09 $118,503 - $149,621
-4,389 Reduced 25.02%
13,150 $433,000
Q3 2020

Nov 05, 2020
BUY
$26.58 - $29.31 $17,702 - $19,520
666 Added 3.95%
17,539 $481,000
Q2 2020

Aug 13, 2020
BUY
$22.98 - $32.18 $9,100 - $12,743
396 Added 2.4%
16,873 $470,000
Q1 2020

Apr 24, 2020
BUY
$21.02 - $39.9 $115,988 - $220,168
5,518 Added 50.35%
16,477 $405,000
Q4 2019

Feb 10, 2020
BUY
$36.46 - $39.61 $11,484 - $12,477
315 Added 2.96%
10,959 $432,000
Q3 2019

Nov 08, 2019
BUY
$37.62 - $38.84 $400,427 - $413,412
10,644 New
10,644 $404,000
Q4 2018

Feb 01, 2019
SELL
N/A
-3,564 Closed
0 $0
Q3 2018

Nov 09, 2018
SELL
N/A
-931 Reduced 20.71%
3,564 $134,000
Q2 2018

Jul 23, 2018
BUY
N/A
4,495 New
4,495 $168,000

Others Institutions Holding SPYD

# of Institutions
474
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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