Heartwood Wealth Advisors LLC Spdr Portfolio S&P 500 High Di Transaction History
Heartwood Wealth Advisors LLC
- $879 Million
- Q4 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 112,977 shares of SPYD stock, worth $5.09 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
112,977
Previous 113,061
0.07%
Holding current value
$5.09 Million
Previous $5.16 Million
5.35%
% of portfolio
0.56%
Previous 0.58%
Shares
17 transactions
Others Institutions Holding SPYD
# of Institutions
496Shares Held
51.3MCall Options Held
88.3KPut Options Held
33.1K-
Meiji Yasuda Life Insurance CO Tokyo, M010.6MShares$478 Million8.66% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.81MShares$172 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC3.14MShares$142 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.84MShares$128 Million0.03% of portfolio
-
Auto Owners Insurance CO Lansing, MI2.74MShares$124 Million2.75% of portfolio