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

Mowery & Schoenfeld Wealth Management, LLC

$51 Billion
Q1 2025

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 May 14, 2024	BUY	$33.0 - $39.88 $130,350 - $157,526	3,950 New	3,950 $155 Million

Others Institutions Holding SPYD

# of Institutions

511

Shares Held

50.3M

Call Options Held

102K

Put Options Held

32.1K

Meiji Yasuda Life Insurance CO Tokyo, M0

10.6M
Shares

$444 Million
9.4% of portfolio
Lpl Financial LLC Fort Mill, SC

4.15M
Shares

$174 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

3.11M
Shares

$130 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.87M
Shares

$120 Million
0.04% of portfolio
First Command Financial Services, Inc.

1.77M
Shares

$74.3 Million
6.19% of portfolio

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About SPDR PORTFOLIO S&P 500 HIGH DI

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