Ever Source Wealth Advisors, LLC Spdr Portfolio S&P 500 High Di Transaction History

Ever Source Wealth Advisors, LLC

  • $1.65 Billion
  • Q4 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Spdr Portfolio S&P 500 High Di stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 31,460 shares of SPYD stock, worth $1.37 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
31,460
Previous 350 8888.57%
Holding current value
$1.37 Million
Previous $15,000 8966.67%
% of portfolio
0.08%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$43.02 - $47.32 $1.34 Million - $1.47 Million
31,110 Added 8888.57%
31,460 $1.36 Million
Q2 2024

Aug 13, 2024
BUY
$38.1 - $41.42 $3,810 - $4,142
100 Added 40.0%
350 $14,000
Q1 2024

Jun 11, 2024
BUY
$37.72 - $40.71 $5,658 - $6,106
150 Added 150.0%
250 $10,000
Q2 2023

Aug 04, 2023
SELL
$35.13 - $38.46 $4,145 - $4,538
-118 Reduced 54.13%
100 $3,000
Q1 2023

May 11, 2023
BUY
$35.58 - $43.09 $4,198 - $5,084
118 Added 118.0%
218 $8,000
Q4 2022

Feb 09, 2023
BUY
$35.5 - $41.73 $3,550 - $4,173
100 New
100 $3,000

Others Institutions Holding SPYD

# of Institutions
500
Shares Held
51.4M
Call Options Held
88.3K
Put Options Held
33.1K
View Full List

About SPDR PORTFOLIO S&P 500 HIGH DI

SPYD Quotes by TradingView
  • Ticker SPYD
  • Sector ETFs
  • Industry ETFs
More about SPYD
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, 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 Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email