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 $223,163. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,065

Previous 21,709 76.67%

Holding current value

$223,163

Previous $938,000 76.12%

% of portfolio

0.0%

Previous 0.02%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

50.3M

Call Options Held

102K

Put Options Held

32.1K

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About SPDR PORTFOLIO S&P 500 HIGH DI

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