Mission Wealth Management, LP Spdr Portfolio S&P 500 High Di Transaction History

Mission Wealth Management, LP

$4.24 Billion
Q4 2024

A detailed history of Mission Wealth Management, LP transactions in Spdr Portfolio S&P 500 High Di stock. As of the latest transaction made, Mission Wealth Management, LP holds 68,116 shares of SPYD stock, worth $3.04 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

68,116

Previous 67,396 1.07%

Holding current value

$3.04 Million

Previous $3.08 Million 4.26%

% of portfolio

0.07%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$43.02 - $47.32 $30,974 - $34,070	720 Added 1.07%	68,116 $2.95 Million
Q3 2024 Oct 31, 2024	BUY	$39.95 - $45.86 $2.07 Million - $2.38 Million	51,840 Added 333.25%	67,396 $3.08 Million
Q2 2024 Aug 02, 2024	SELL	$38.1 - $41.42 $61,988 - $67,390	-1,627 Reduced 9.47%	15,556 $625,000
Q1 2024 Apr 30, 2024	SELL	$37.72 - $40.71 $2,300 - $2,483	-61 Reduced 0.35%	17,183 $699,000
Q4 2023 Feb 05, 2024	SELL	$33.0 - $39.88 $110,649 - $133,717	-3,353 Reduced 16.28%	17,244 $675,000
Q3 2023 Oct 23, 2023	BUY	$34.75 - $38.84 $1,285 - $1,437	37 Added 0.18%	20,597 $722,000
Q2 2023 Aug 04, 2023	SELL	$35.13 - $38.46 $110,202 - $120,649	-3,137 Reduced 13.24%	20,560 $762,000
Q1 2023 Apr 07, 2023	BUY	$35.58 - $43.09 $843,139 - $1.02 Million	23,697 New	23,697 $900,000

Others Institutions Holding SPYD

# of Institutions

494

Shares Held

51.3M

Call Options Held

88.3K

Put Options Held

33.1K

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About SPDR PORTFOLIO S&P 500 HIGH DI

Ticker SPYD
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Industry ETFs

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Mission Wealth Management, LP Spdr Portfolio S&P 500 High Di Transaction History