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

Iht Wealth Management, LLC

  • $2.59 Billion
  • Q1 2024

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 8,023 shares of SPYD stock, worth $322,123. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,023
Previous 6,181 29.8%
Holding current value
$322,123
Previous $242,000 34.71%
% of portfolio
0.01%
Previous 0.01%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$38.63 - $41.73 $71,813 - $77,576
1,859 Added 29.49%
8,163 $323,000
Q3 2022

Nov 22, 2022
BUY
N/A
6,304 New
6,304 $224,000
Q1 2022

May 16, 2022
SELL
N/A
-5,294 Closed
0 $0
Q4 2021

Feb 14, 2022
SELL
N/A
-530 Reduced 9.1%
5,294 $223,000
Q3 2021

Nov 15, 2021
SELL
N/A
-422 Reduced 6.76%
5,824 $228,000
Q2 2021

Aug 16, 2021
BUY
N/A
6,246 New
6,246 $250,000
Q1 2021

May 18, 2021
SELL
N/A
-6,619 Closed
0 $0
Q4 2020

Feb 17, 2021
SELL
N/A
-5,016 Reduced 43.11%
6,619 $218,000
Q3 2020

Nov 19, 2020
SELL
N/A
-5,892 Reduced 33.62%
11,635 $319,000
Q2 2020

Aug 14, 2020
BUY
N/A
17,527 New
17,527 $488,000

Others Institutions Holding SPYD

# of Institutions
441
Shares Held
69M
Call Options Held
124K
Put Options Held
24.1K
View Full List

About SPDR PORTFOLIO S&P 500 HIGH DI

SPYD Quotes by TradingView
  • Ticker SPYD
  • Sector ETFs
  • Industry ETFs
More about SPYD
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