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

Sax Wealth Advisors, LLC

$1.26 Billion
Q4 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Spdr Portfolio S&P 500 High Di stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 31,113 shares of SPYD stock, worth $1.35 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

31,113

Previous 33,714 7.71%

Holding current value

$1.35 Million

Previous $1.54 Million 12.61%

% of portfolio

0.11%

Previous 0.14%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$43.02 - $47.32 $111,895 - $123,079	-2,601 Reduced 7.71%	31,113 $1.35 Million
Q3 2024 Oct 17, 2024	BUY	$39.95 - $45.86 $105,507 - $121,116	2,641 Added 8.5%	33,714 $1.54 Million
Q2 2024 Jul 12, 2024	BUY	$38.1 - $41.42 $102,641 - $111,585	2,694 Added 9.49%	31,073 $1.25 Million
Q1 2024 May 13, 2024	BUY	$37.72 - $40.71 $5,733 - $6,187	152 Added 0.54%	28,379 $1.16 Million
Q4 2023 Feb 14, 2024	BUY	$33.0 - $39.88 $7,128 - $8,614	216 Added 0.77%	28,227 $1.11 Million
Q3 2023 Nov 07, 2023	BUY	$34.75 - $38.84 $6,567 - $7,340	189 Added 0.68%	28,011 $982,000
Q2 2023 Aug 10, 2023	SELL	$35.13 - $38.46 $253,954 - $278,027	-7,229 Reduced 20.62%	27,822 $1.03 Million
Q1 2023 May 05, 2023	BUY	$35.58 - $43.09 $14,587 - $17,666	410 Added 1.18%	35,051 $1.33 Million
Q4 2022 Feb 06, 2023	BUY	$35.5 - $41.73 $65,320 - $76,783	1,840 Added 5.61%	34,641 $1.37 Million
Q3 2022 Nov 08, 2022	BUY	$35.47 - $43.38 $139,929 - $171,134	3,945 Added 13.67%	32,801 $1.16 Million
Q2 2022 Aug 11, 2022	BUY	$38.63 - $45.45 $189,287 - $222,705	4,900 Added 20.45%	28,856 $1.15 Million
Q1 2022 Aug 11, 2022	SELL	$41.75 - $44.47 $889,358 - $947,299	-21,302 Reduced 47.07%	23,956 $1.05 Million
Q1 2022 Apr 20, 2022	BUY	$41.75 - $44.47 $12,358 - $13,163	296 Added 0.66%	45,258 $1.99 Million
Q4 2021 Feb 07, 2022	SELL	$38.92 - $42.05 $2,101 - $2,270	-54 Reduced 0.12%	44,962 $1.89 Million
Q3 2021 Dec 10, 2021	BUY	$38.21 - $40.67 $3,133 - $3,334	82 Added 0.18%	45,016 $1.76 Million
Q2 2021 Aug 12, 2021	SELL	$38.86 - $42.51 $6,955 - $7,609	-179 Reduced 0.4%	44,934 $1.8 Million
Q1 2021 May 14, 2021	BUY	$32.4 - $39.92 $217,047 - $267,424	6,699 Added 17.44%	45,113 $1.74 Million
Q4 2020 Feb 16, 2021	BUY	$27.0 - $34.09 $1.04 Million - $1.31 Million	38,414 New	38,414 $1.27 Million

Others Institutions Holding SPYD

# of Institutions

473

Shares Held

47.3M

Call Options Held

68.6K

Put Options Held

13K

View Full List

About SPDR PORTFOLIO S&P 500 HIGH DI

Ticker SPYD
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Sax Wealth Advisors, LLC Spdr Portfolio S&P 500 High Di Transaction History