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

Outlook Wealth Advisors, LLC

$288 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 10, 2023	SELL	$35.13 - $38.46 $35,621 - $38,998	-1,014 Reduced 13.48%	6,511 $241,000
Q1 2023 Apr 18, 2023	SELL	$35.58 - $43.09 $38,924 - $47,140	-1,094 Reduced 12.69%	7,525 $285,000
Q4 2022 Feb 14, 2023	SELL	$35.5 - $41.73 $6.65 Million - $7.81 Million	-187,260 Reduced 95.6%	8,619 $341,000
Q3 2022 Oct 25, 2022	BUY	$35.47 - $43.38 $1.02 Million - $1.24 Million	28,672 Added 17.15%	195,879 $6.95 Million
Q2 2022 Jul 28, 2022	BUY	$38.63 - $45.45 $5.44 Million - $6.4 Million	140,792 Added 533.0%	167,207 $6.67 Million
Q1 2022 Jul 28, 2022	BUY	$41.75 - $44.47 $67,008 - $71,374	1,605 Added 6.47%	26,415 $1.16 Million
Q1 2022 May 13, 2022	BUY	$41.75 - $44.47 $42,376 - $45,137	1,015 Added 4.27%	24,810 $1.09 Million
Q4 2021 Jan 21, 2022	BUY	$38.92 - $42.05 $926,101 - $1 Million	23,795 New	23,795 $1 Million

Others Institutions Holding SPYD

# of Institutions

474

Shares Held

47.4M

Call Options Held

68.6K

Put Options Held

13K

Meiji Yasuda Life Insurance CO Tokyo, M0

10.6M
Shares

$473 Million
8.97% of portfolio
Lpl Financial LLC Fort Mill, SC

3.65M
Shares

$163 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

3.05M
Shares

$136 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.8M
Shares

$125 Million
0.03% of portfolio
Auto Owners Insurance CO Lansing, MI

2.05M
Shares

$91.6 Million
2.32% of portfolio

About SPDR PORTFOLIO S&P 500 HIGH DI

Ticker SPYD
Sector ETFs
Industry ETFs

More about SPYD

Track This Portfolio

Portfolio Update

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

News

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