Invera Wealth Advisors, LLC Spdr Portfolio S&P 500 High Di Transaction History

Invera Wealth Advisors, LLC

  • $93.4 Million
  • Q2 2024

A detailed history of Invera Wealth Advisors, LLC transactions in Spdr Portfolio S&P 500 High Di stock. As of the latest transaction made, Invera Wealth Advisors, LLC holds 19,590 shares of SPYD stock, worth $885,076. This represents 0.84% of its overall portfolio holdings.

Number of Shares
19,590
Previous 19,980 1.95%
Holding current value
$885,076
Previous $813,000 3.08%
% of portfolio
0.84%
Previous 0.67%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
SELL
$38.1 - $41.42 $14,859 - $16,153
-390 Reduced 1.95%
19,590 $788,000
Q1 2024

Apr 22, 2024
SELL
$37.72 - $40.71 $16,785 - $18,115
-445 Reduced 2.18%
19,980 $813,000
Q4 2023

Apr 22, 2024
BUY
$33.0 - $39.88 $14,685 - $17,746
445 Added 2.23%
20,425 $800 Million
Q4 2023

Jan 16, 2024
BUY
$33.0 - $39.88 $674,025 - $814,549
20,425 New
20,425 $800,000

Others Institutions Holding SPYD

# of Institutions
448
Shares Held
46.7M
Call Options Held
35.2K
Put Options Held
19.4K
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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