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

Neirg Wealth Management, LLC

$0
Q4 2023

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 31, 2023	SELL	$35.13 - $38.46 $1.14 Million - $1.24 Million	-32,332 Reduced 8.76%	336,655 $12.5 Million
Q1 2023 May 04, 2023	BUY	$35.58 - $43.09 $3.66 Million - $4.43 Million	102,823 Added 38.63%	368,987 $14 Million
Q4 2022 Feb 02, 2023	BUY	$35.5 - $41.73 $1.1 Million - $1.3 Million	31,123 Added 13.24%	266,164 $10.5 Million
Q3 2022 Nov 07, 2022	BUY	$35.47 - $43.38 $1.13 Million - $1.39 Million	31,987 Added 15.75%	235,041 $8.34 Million
Q2 2022 Aug 04, 2022	BUY	$38.63 - $45.45 $3.9 Million - $4.59 Million	100,978 Added 98.92%	203,054 $8.1 Million
Q1 2022 May 11, 2022	BUY	$41.75 - $44.47 $1.94 Million - $2.07 Million	46,531 Added 83.77%	102,076 $4.49 Million
Q4 2021 Feb 07, 2022	BUY	$38.92 - $42.05 $2.16 Million - $2.34 Million	55,545 New	55,545 $2.34 Million

Others Institutions Holding SPYD

# of Institutions

449

Shares Held

46.8M

Call Options Held

35.2K

Put Options Held

19.4K

Meiji Yasuda Life Insurance CO Tokyo, M0

10.6M
Shares

$481 Million
8.58% of portfolio
Lpl Financial LLC Fort Mill, SC

3.59M
Shares

$163 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

3.13M
Shares

$142 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.82M
Shares

$128 Million
0.03% of portfolio
Auto Owners Insurance CO Lansing, MI

2.05M
Shares

$93.1 Million
2.2% of portfolio

About SPDR PORTFOLIO S&P 500 HIGH DI

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