Heartwood Wealth Advisors LLC Spdr Portfolio S&P 500 High Di Transaction History
Heartwood Wealth Advisors LLC
- $836 Million
- Q2 2024
A detailed history of Heartwood Wealth Advisors LLC transactions in Spdr Portfolio S&P 500 High Di stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 108,804 shares of SPYD stock, worth $4.87 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
108,804
Previous 106,619
2.05%
Holding current value
$4.87 Million
Previous $4.34 Million
0.85%
% of portfolio
0.52%
Previous 0.53%
Shares
15 transactions
Others Institutions Holding SPYD
# of Institutions
449Shares Held
46.8MCall Options Held
35.2KPut Options Held
19.4K-
Meiji Yasuda Life Insurance CO Tokyo, M010.6MShares$475 Million8.58% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.59MShares$161 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC3.13MShares$140 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.82MShares$126 Million0.03% of portfolio
-
Auto Owners Insurance CO Lansing, MI2.05MShares$91.8 Million2.2% of portfolio