Mgo Private Wealth, LLC Spdr Portfolio S&P 500 High Di Transaction History

Mgo Private Wealth, LLC

$139 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 02, 2024	BUY	$38.1 - $41.42 $36,347 - $39,514	954 Added 7.32%	13,982 $562,000
Q1 2024 Apr 18, 2024	BUY	$37.72 - $40.71 $60,012 - $64,769	1,591 Added 13.91%	13,028 $530,000
Q4 2023 Feb 05, 2024	BUY	$33.0 - $39.88 $43,923 - $53,080	1,331 Added 13.17%	11,437 $448,000
Q2 2023 Jul 13, 2023	SELL	$35.13 - $38.46 $771,700 - $844,850	-21,967 Reduced 68.49%	10,106 $374,000
Q1 2023 Apr 17, 2023	SELL	$35.58 - $43.09 $907,859 - $1.1 Million	-25,516 Reduced 44.31%	32,073 $1.22 Million
Q4 2022 Feb 02, 2023	BUY	$35.5 - $41.73 $25,205 - $29,628	710 Added 1.25%	57,589 $2.28 Million
Q3 2022 Nov 14, 2022	BUY	$35.47 - $43.38 $2.02 Million - $2.47 Million	56,879 New	56,879 $2.02 Million

Others Institutions Holding SPYD

# of Institutions

474

Shares Held

47.4M

Call Options Held

68.6K

Put Options Held

13K

Meiji Yasuda Life Insurance CO Tokyo, M0

10.6M
Shares

$473 Million
8.97% of portfolio
Lpl Financial LLC Fort Mill, SC

3.65M
Shares

$163 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

3.05M
Shares

$136 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.8M
Shares

$125 Million
0.03% of portfolio
Auto Owners Insurance CO Lansing, MI

2.05M
Shares

$91.6 Million
2.32% of portfolio

About SPDR PORTFOLIO S&P 500 HIGH DI

Ticker SPYD
Sector ETFs
Industry ETFs

More about SPYD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mgo Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mgo Private Wealth, LLC with notifications on news.