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 $270,899. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,963
Previous 6,109 2.39%
Holding current value
$270,899
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
449
Shares Held
46.8M
Call Options Held
35.2K
Put Options Held
19.4K
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 Bergan Kdv Wealth Management, LLC Portfolio

Follow Bergan Kdv Wealth 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 Bergan Kdv Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bergan Kdv Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email