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

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in Spdr Portfolio S&P 500 High Di stock. As of the latest transaction made, Modern Wealth Management, LLC holds 7,055 shares of SPYD stock, worth $303,647. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,055
Previous 7,366 4.22%
Holding current value
$303,647
Previous $326,000 8.28%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$38.81 - $44.28 $12,069 - $13,771
-311 Reduced 4.22%
7,055 $299,000
Q1 2025

May 15, 2025
SELL
$42.18 - $45.16 $10,587 - $11,335
-251 Reduced 3.3%
7,366 $326 Million
Q4 2024

May 30, 2025
BUY
$43.02 - $47.32 $10,798 - $11,877
251 Added 3.41%
7,617 $329,000
Q4 2024

May 29, 2025
BUY
$43.02 - $47.32 $10,798 - $11,877
251 Added 3.41%
7,617 $329,000
Q4 2024

Feb 11, 2025
BUY
$43.02 - $47.32 $9,636 - $10,599
224 Added 3.03%
7,617 $333 Million
Q3 2024

May 30, 2025
BUY
$39.95 - $45.86 $1,078 - $1,238
27 Added 0.37%
7,393 $337,000
Q3 2024

May 29, 2025
BUY
$39.95 - $45.86 $1,078 - $1,238
27 Added 0.37%
7,393 $337,000
Q3 2024

Nov 05, 2024
BUY
$39.95 - $45.86 $14,022 - $16,096
351 Added 4.98%
7,393 $337 Million
Q2 2024

May 29, 2025
SELL
$38.1 - $41.42 $12,344 - $13,420
-324 Reduced 4.4%
7,042 $283,000
Q2 2024

Aug 07, 2024
SELL
$38.1 - $41.42 $123,710 - $134,490
-3,247 Reduced 31.56%
7,042 $283 Million
Q1 2024

May 28, 2025
SELL
$37.72 - $40.71 $42,095 - $45,432
-1,116 Reduced 15.15%
6,250 $254 Million
Q1 2024

May 13, 2024
BUY
$37.72 - $40.71 $388,101 - $418,865
10,289 New
10,289 $420 Million

Others Institutions Holding SPYD

# of Institutions
521
Shares Held
58M
Call Options Held
86.8K
Put Options Held
15.2K
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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