A detailed history of Collaborative Wealth Managment Inc. transactions in Spdr Portfolio S&P 500 High Di stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 4,668 shares of SPYD stock, worth $202,077. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,668
Previous 5,612 16.82%
Holding current value
$202,077
Previous $225,000 5.33%
% of portfolio
0.1%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$39.95 - $45.86 $37,712 - $43,291
-944 Reduced 16.82%
4,668 $213,000
Q2 2024

Aug 09, 2024

BUY
$38.1 - $41.42 $213,817 - $232,449
5,612 New
5,612 $225,000

Others Institutions Holding SPYD

About SPDR PORTFOLIO S&P 500 HIGH DI


  • Ticker SPYD
  • Sector ETFs
  • Industry ETFs
More about SPYD
Track This Portfolio

Track Collaborative Wealth Managment Inc. Portfolio

Follow Collaborative Wealth Managment Inc. 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 Collaborative Wealth Managment Inc., based on Form 13F filings with the SEC.

News

Stay updated on Collaborative Wealth Managment Inc. with notifications on news.