Hapanowicz & Associates Financial Services, Inc Spdr Portfolio S&P 500 High Di Transaction History

Hapanowicz & Associates Financial Services, Inc

$175 Million
Q1 2024

A detailed history of Hapanowicz & Associates Financial Services, Inc transactions in Spdr Portfolio S&P 500 High Di stock. As of the latest transaction made, Hapanowicz & Associates Financial Services, Inc holds 299,833 shares of SPYD stock, worth $12.1 Million. This represents 6.97% of its overall portfolio holdings.

Number of Shares

299,833

Previous 293,851 2.04%

Holding current value

$12.1 Million

Previous $11.5 Million 5.99%

% of portfolio

6.97%

Previous 7.09%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	BUY	$37.72 - $40.71 $225,641 - $243,527	5,982 Added 2.04%	299,833 $12.2 Million
Q4 2023 Jan 31, 2024	SELL	$33.0 - $39.88 $76,263 - $92,162	-2,311 Reduced 0.78%	293,851 $11.5 Million
Q3 2023 Oct 25, 2023	BUY	$34.75 - $38.84 $961,636 - $1.07 Million	27,673 Added 10.31%	296,162 $10.4 Million
Q2 2023 Jul 28, 2023	SELL	$35.13 - $38.46 $180,146 - $197,222	-5,128 Reduced 1.87%	268,489 $9.96 Million
Q1 2023 Apr 27, 2023	BUY	$35.58 - $43.09 $151,037 - $182,917	4,245 Added 1.58%	273,617 $10.4 Million

Q4 2022 Jan 27, 2023	BUY	$38.63 - $41.73 $10.4 Million - $11.2 Million	269,372 New	269,372 $10.7 Million

Others Institutions Holding SPYD

# of Institutions

445

Shares Held

69M

Call Options Held

124K

Put Options Held

24.1K

View Full List

About SPDR PORTFOLIO S&P 500 HIGH DI

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Hapanowicz & Associates Financial Services, Inc Spdr Portfolio S&P 500 High Di Transaction History