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

Modera Wealth Management, LLC

$7.91 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 01, 2023	BUY	$34.75 - $38.84 $1.88 Million - $2.1 Million	54,149 New	54,149 $1.9 Million

Others Institutions Holding SPYD

# of Institutions

516

Shares Held

52.6M

Call Options Held

102K

Put Options Held

32.1K

Meiji Yasuda Life Insurance CO Tokyo, M0

10.6M
Shares

$457 Million
9.4% of portfolio
Lpl Financial LLC Fort Mill, SC

4.43M
Shares

$191 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

3.11M
Shares

$134 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.87M
Shares

$124 Million
0.04% of portfolio
Auto Owners Insurance CO Lansing, MI

2.05M
Shares

$88.4 Million
2.0% of portfolio

About SPDR PORTFOLIO S&P 500 HIGH DI

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