Elwood & Goetz Wealth Advisory Group, LLC Spdr Portfolio S&P 500 High Di Transaction History

Elwood & Goetz Wealth Advisory Group, LLC

  • $412 Million
  • Q1 2024

A detailed history of Elwood & Goetz Wealth Advisory Group, LLC transactions in Spdr Portfolio S&P 500 High Di stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 10,309 shares of SPYD stock, worth $413,493. This represents 0.1% of its overall portfolio holdings.

Number of Shares
10,309
Previous 10,325 0.15%
Holding current value
$413,493
Previous $404,000 3.71%
% of portfolio
0.1%
Previous 0.09%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
SELL
$37.72 - $40.71 $603 - $651
-16 Reduced 0.15%
10,309 $419,000
Q2 2023

Jul 28, 2023
BUY
$35.13 - $38.46 $31,511 - $34,498
897 Added 9.51%
10,325 $382,000
Q4 2022

Jan 27, 2023
BUY
$38.63 - $41.73 $7,996 - $8,638
207 Added 2.24%
9,428 $373,000
Q3 2022

Oct 28, 2022
SELL
N/A
-1,677 Reduced 15.39%
9,221 $327,000
Q2 2022

Aug 11, 2022
SELL
N/A
-675 Reduced 5.83%
10,898 $435,000
Q4 2020

Jan 22, 2021
BUY
N/A
11,573 New
11,573 $381,000

Others Institutions Holding SPYD

# of Institutions
442
Shares Held
69M
Call Options Held
124K
Put Options Held
24.1K
View Full List

About SPDR PORTFOLIO S&P 500 HIGH DI

SPYD Quotes by TradingView
  • Ticker SPYD
  • Sector ETFs
  • Industry ETFs
More about SPYD
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