Optimum Investment Advisors Spdr Portfolio S&P 500 High Di Transaction History

Optimum Investment Advisors

  • $207 Million
  • Q1 2025

A detailed history of Optimum Investment Advisors transactions in Spdr Portfolio S&P 500 High Di stock. As of the latest transaction made, Optimum Investment Advisors holds 2,639 shares of SPYD stock, worth $112,104. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,639
Previous 5,339 50.57%
Holding current value
$112,104
Previous $230,000 49.57%
% of portfolio
0.06%
Previous 0.1%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
SELL
$42.18 - $45.16 $113,886 - $121,931
-2,700 Reduced 50.57%
2,639 $116,000
Q3 2024

Oct 16, 2024
SELL
$39.95 - $45.86 $11,985 - $13,758
-300 Reduced 5.32%
5,339 $243,000
Q2 2024

Jul 12, 2024
SELL
$38.1 - $41.42 $77,724 - $84,496
-2,040 Reduced 26.57%
5,639 $226,000
Q1 2024

Apr 11, 2024
SELL
$37.72 - $40.71 $10,863 - $11,724
-288 Reduced 3.61%
7,679 $312,000
Q2 2023

Aug 03, 2023
BUY
$35.13 - $38.46 $77,356 - $84,688
2,202 Added 38.2%
7,967 $295,000
Q1 2023

May 03, 2023
BUY
$35.58 - $43.09 $35,580 - $43,090
1,000 Added 20.99%
5,765 $219,000
Q1 2022

Apr 08, 2022
BUY
$41.75 - $44.47 $125 - $133
3 Added 0.06%
4,765 $209,000
Q3 2021

Oct 22, 2021
BUY
$38.21 - $40.67 $38,592 - $41,076
1,010 Added 26.92%
4,762 $186,000
Q2 2021

Aug 02, 2021
BUY
$38.86 - $42.51 $39,248 - $42,935
1,010 Added 36.83%
3,752 $150,000
Q1 2021

Apr 15, 2021
BUY
$32.4 - $39.92 $53,200 - $65,548
1,642 Added 149.27%
2,742 $106,000
Q4 2020

Jan 21, 2021
BUY
$27.0 - $34.09 $29,700 - $37,499
1,100 New
1,100 $36,000

Others Institutions Holding SPYD

# of Institutions
515
Shares Held
50.2M
Call Options Held
102K
Put Options Held
32.1K
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 Optimum Investment Advisors Portfolio

Follow Optimum Investment Advisors 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 Optimum Investment Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Optimum Investment Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email