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

Private Wealth Advisors, LLC

$271 Million
Q1 2025

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	SELL	$38.92 - $42.05 $445,322 - $481,136	-11,442 Closed	0 $0
Q2 2021 Jul 29, 2021	BUY	$38.86 - $42.51 $6,178 - $6,759	159 Added 1.41%	11,442 $459,000
Q1 2021 May 17, 2021	BUY	$32.4 - $39.92 $34,214 - $42,155	1,056 Added 10.33%	11,283 $434,000
Q4 2020 Feb 11, 2021	BUY	$27.0 - $34.09 $14,715 - $18,579	545 Added 5.63%	10,227 $354,000
Q3 2020 Nov 16, 2020	SELL	$26.58 - $29.31 $3,402 - $3,751	-128 Reduced 1.3%	9,682 $265,000
Q2 2020 Aug 13, 2020	SELL	$22.98 - $32.18 $17,901 - $25,068	-779 Reduced 7.36%	9,810 $273,000
Q1 2020 May 14, 2020	SELL	$21.02 - $39.9 $7,441 - $14,124	-354 Reduced 3.23%	10,589 $260,000
Q4 2019 Feb 12, 2020	BUY	$36.46 - $39.61 $398,981 - $433,452	10,943 New	10,943 $432,000
Q4 2019 Jan 31, 2020	SELL	$36.46 - $39.61 $394,314 - $428,382	-10,815 Closed	0 $0
Q3 2019 Nov 22, 2019	BUY	$37.62 - $38.84 $406,860 - $420,054	10,815 New	10,815 $411,000

Others Institutions Holding SPYD

# of Institutions

519

Shares Held

52M

Call Options Held

102K

Put Options Held

32.1K

Meiji Yasuda Life Insurance CO Tokyo, M0

10.6M
Shares

$454 Million
9.4% of portfolio
Lpl Financial LLC Fort Mill, SC

4.15M
Shares

$178 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

3.11M
Shares

$133 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.87M
Shares

$123 Million
0.04% of portfolio
Auto Owners Insurance CO Lansing, MI

2.05M
Shares

$87.8 Million
2.0% of portfolio

About SPDR PORTFOLIO S&P 500 HIGH DI

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