Juncture Wealth Strategies, LLC Spdr Portfolio S&P 500 High Di Transaction History

Juncture Wealth Strategies, LLC

$258 Million
Q3 2024

A detailed history of Juncture Wealth Strategies, LLC transactions in Spdr Portfolio S&P 500 High Di stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 28,753 shares of SPYD stock, worth $1.28 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

28,753

Previous 29,869 3.74%

Holding current value

$1.28 Million

Previous $1.2 Million 9.24%

% of portfolio

0.51%

Previous 0.5%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	SELL	$39.95 - $45.86 $44,584 - $51,179	-1,116 Reduced 3.74%	28,753 $1.31 Million
Q2 2024 Jul 11, 2024	BUY	$38.1 - $41.42 $4,648 - $5,053	122 Added 0.41%	29,869 $1.2 Million
Q1 2024 Apr 05, 2024	SELL	$37.72 - $40.71 $9,769 - $10,543	-259 Reduced 0.86%	29,747 $1.21 Million
Q4 2023 Jan 08, 2024	BUY	$33.0 - $39.88 $466,257 - $563,464	14,129 Added 88.99%	30,006 $1.18 Million
Q3 2023 Oct 10, 2023	SELL	$34.75 - $38.84 $24,012 - $26,838	-691 Reduced 4.17%	15,877 $556,000
Q2 2023 Jul 11, 2023	BUY	$35.13 - $38.46 $38,151 - $41,767	1,086 Added 7.01%	16,568 $614,000
Q1 2023 May 05, 2023	BUY	$35.58 - $43.09 $101,367 - $122,763	2,849 Added 22.55%	15,482 $588,000
Q4 2022 Jan 18, 2023	BUY	$35.5 - $41.73 $108,985 - $128,111	3,070 Added 32.1%	12,633 $0
Q3 2022 Oct 11, 2022	BUY	$35.47 - $43.38 $339,199 - $414,842	9,563 New	9,563 $339,000

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

Ticker SPYD
Sector ETFs
Industry ETFs

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Juncture Wealth Strategies, LLC Spdr Portfolio S&P 500 High Di Transaction History