Iht Wealth Management, LLC Spdr Portfolio S&P 500 High Di Transaction History

Iht Wealth Management, LLC

$3.44 Billion
Q2 2025

A detailed history of Iht Wealth Management, LLC transactions in Spdr Portfolio S&P 500 High Di stock. As of the latest transaction made, Iht Wealth Management, LLC holds 8,510 shares of SPYD stock, worth $362,526. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,510

Previous 11,465 25.77%

Holding current value

$362,526

Previous $507,000 28.8%

% of portfolio

0.01%

Previous 0.02%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$38.81 - $44.28 $114,683 - $130,847	-2,955 Reduced 25.77%	8,510 $361,000
Q1 2025 May 15, 2025	SELL	$42.18 - $45.16 $134,638 - $144,150	-3,192 Reduced 21.78%	11,465 $507,000
Q4 2024 Feb 14, 2025	BUY	$43.02 - $47.32 $114,605 - $126,060	2,664 Added 22.21%	14,657 $633,000
Q3 2024 Nov 14, 2024	BUY	$39.95 - $45.86 $8,469 - $9,722	212 Added 1.8%	11,993 $547,000
Q2 2024 Aug 14, 2024	BUY	$38.1 - $41.42 $143,179 - $155,656	3,758 Added 46.84%	11,781 $473,000
Q1 2024 May 15, 2024	BUY	$37.72 - $40.71 $69,480 - $74,987	1,842 Added 29.8%	8,023 $326,000
Q4 2023 Feb 14, 2024	SELL	$33.0 - $39.88 $94,743 - $114,495	-2,871 Reduced 31.72%	6,181 $242,000
Q3 2023 Nov 14, 2023	SELL	$34.75 - $38.84 $26,757 - $29,906	-770 Reduced 7.84%	9,052 $317,000
Q2 2023 Aug 14, 2023	BUY	$35.13 - $38.46 $5,164 - $5,653	147 Added 1.52%	9,822 $364,000
Q1 2023 May 15, 2023	BUY	$35.58 - $43.09 $53,796 - $65,152	1,512 Added 18.52%	9,675 $367,000
Q4 2022 Feb 14, 2023	BUY	$35.5 - $41.73 $65,994 - $77,576	1,859 Added 29.49%	8,163 $323,000
Q3 2022 Nov 22, 2022	BUY	$35.47 - $43.38 $223,602 - $273,467	6,304 New	6,304 $224,000
Q1 2022 May 16, 2022	SELL	$41.75 - $44.47 $221,024 - $235,424	-5,294 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$38.92 - $42.05 $20,627 - $22,286	-530 Reduced 9.1%	5,294 $223,000
Q3 2021 Nov 15, 2021	SELL	$38.21 - $40.67 $16,124 - $17,162	-422 Reduced 6.76%	5,824 $228,000
Q2 2021 Aug 16, 2021	BUY	$38.86 - $42.51 $242,719 - $265,517	6,246 New	6,246 $250,000
Q1 2021 May 18, 2021	SELL	$32.4 - $39.92 $214,455 - $264,230	-6,619 Closed	0 $0
Q4 2020 Feb 17, 2021	SELL	$27.0 - $34.09 $135,432 - $170,995	-5,016 Reduced 43.11%	6,619 $218,000
Q3 2020 Nov 19, 2020	SELL	$26.58 - $29.31 $156,609 - $172,694	-5,892 Reduced 33.62%	11,635 $319,000
Q2 2020 Aug 14, 2020	BUY	$22.98 - $32.18 $402,770 - $564,018	17,527 New	17,527 $488,000

Others Institutions Holding SPYD

# of Institutions

515

Shares Held

53.7M

Call Options Held

86.8K

Put Options Held

15.2K

View Full List

About SPDR PORTFOLIO S&P 500 HIGH DI

Ticker SPYD
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Iht Wealth Management, LLC Spdr Portfolio S&P 500 High Di Transaction History