Foundations Investment Advisors, LLC Spdr Portfolio S&P 500 High Di Transaction History

Foundations Investment Advisors, LLC

  • $5.1 Billion
  • Q1 2025

A detailed history of Foundations Investment Advisors, LLC transactions in Spdr Portfolio S&P 500 High Di stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 5,065 shares of SPYD stock, worth $215,161. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,065
Previous 21,709 76.67%
Holding current value
$215,161
Previous $938,000 76.12%
% of portfolio
0.0%
Previous 0.02%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
SELL
$42.18 - $45.16 $702,043 - $751,643
-16,644 Reduced 76.67%
5,065 $224,000
Q4 2024

Jan 22, 2025
BUY
$43.02 - $47.32 $90,471 - $99,513
2,103 Added 10.73%
21,709 $938,000
Q3 2024

Oct 21, 2024
BUY
$39.95 - $45.86 $2,636 - $3,026
66 Added 0.34%
19,606 $895,000
Q2 2024

Aug 02, 2024
BUY
$38.1 - $41.42 $5,295 - $5,757
139 Added 0.72%
19,540 $786,000
Q1 2024

May 13, 2024
SELL
$37.72 - $40.71 $78,797 - $85,043
-2,089 Reduced 9.72%
19,401 $789,000
Q4 2023

Feb 08, 2024
BUY
$33.0 - $39.88 $22,803 - $27,557
691 Added 3.32%
21,490 $842,000
Q3 2023

Oct 05, 2023
BUY
$34.75 - $38.84 $59,144 - $66,105
1,702 Added 8.91%
20,799 $729,000
Q2 2023

Jul 19, 2023
BUY
$35.13 - $38.46 $463,224 - $507,133
13,186 Added 223.08%
19,097 $708,000
Q1 2023

Apr 25, 2023
SELL
$35.58 - $43.09 $116,168 - $140,688
-3,265 Reduced 35.58%
5,911 $224,000
Q4 2022

Jan 11, 2023
BUY
$35.5 - $41.73 $325,748 - $382,914
9,176 New
9,176 $0
Q1 2020

Apr 06, 2020
SELL
$21.02 - $39.9 $961,307 - $1.82 Million
-45,733 Closed
0 $0
Q4 2019

Jan 09, 2020
BUY
$36.46 - $39.61 $268,454 - $291,648
7,363 Added 19.19%
45,733 $1.79 Million
Q3 2019

Oct 07, 2019
BUY
$37.62 - $38.84 $828,392 - $855,256
22,020 Added 134.68%
38,370 $1.42 Million
Q2 2019

Jul 08, 2019
BUY
N/A
8,623 Added 111.6%
16,350 $629,000
Q1 2019

Apr 08, 2019
BUY
N/A
7,727 New
7,727 $292,000
Q4 2018

Feb 11, 2019
SELL
N/A
-11,125 Closed
0 $0
Q3 2018

Nov 09, 2018
BUY
N/A
5,075 Added 83.88%
11,125 $417,000
Q2 2018

Aug 14, 2018
BUY
N/A
6,050 New
6,050 $226,000

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

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