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

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q3 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 11,993 shares of SPYD stock, worth $535,847. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,993
Previous 11,781 1.8%
Holding current value
$535,847
Previous $473,000 15.64%
% of portfolio
0.02%
Previous 0.02%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
474
Shares Held
47.4M
Call Options Held
68.6K
Put Options Held
13K
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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