Collaborative Wealth Managment Inc. Spdr Portfolio S&P 500 High Di Transaction History

Collaborative Wealth Managment Inc.

$207 Million
Q1 2025

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 4,756 shares of SPYD stock, worth $202,034. This represents 0.1% of its overall portfolio holdings.

Number of Shares

4,756

Previous 4,636 2.59%

Holding current value

$202,034

Previous $200,000 5.0%

% of portfolio

0.1%

Previous 0.09%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$42.18 - $45.16 $5,061 - $5,419	120 Added 2.59%	4,756 $210,000
Q4 2024 Feb 10, 2025	SELL	$43.02 - $47.32 $1,376 - $1,514	-32 Reduced 0.69%	4,636 $200,000
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

# of Institutions

515

Shares Held

50.2M

Call Options Held

102K

Put Options Held

32.1K

View Full List

About SPDR PORTFOLIO S&P 500 HIGH DI

Ticker SPYD
Sector ETFs
Industry ETFs

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Collaborative Wealth Managment Inc. Spdr Portfolio S&P 500 High Di Transaction History