Navis Wealth Advisors, LLC Spdr Portfolio S&P 500 High Di Transaction History

Navis Wealth Advisors, LLC

  • $116 Million
  • Q2 2025

A detailed history of Navis Wealth Advisors, LLC transactions in Spdr Portfolio S&P 500 High Di stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 8,130 shares of SPYD stock, worth $354,711. This represents 0.3% of its overall portfolio holdings.

Number of Shares
8,130
Previous 8,130 -0.0%
Holding current value
$354,711
Previous $359,000 3.9%
% of portfolio
0.3%
Previous 0.36%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024
BUY
$38.1 - $41.42 $24,003 - $26,094
630 Added 8.4%
8,130 $327,000
Q4 2020

Mar 04, 2021
BUY
$27.0 - $34.09 $202,500 - $255,675
7,500 New
7,500 $247,000

Others Institutions Holding SPYD

# of Institutions
515
Shares Held
53.7M
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
Track This Portfolio

Track Navis Wealth Advisors, LLC Portfolio

Follow Navis Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Navis Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email