Selective Wealth Management, Inc. Spdr Portfolio S&P 500 High Di Transaction History

Selective Wealth Management, Inc.

$223 Million
Q2 2024

A detailed history of Selective Wealth Management, Inc. transactions in Spdr Portfolio S&P 500 High Di stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 18,997 shares of SPYD stock, worth $863,033. This represents 0.34% of its overall portfolio holdings.

Number of Shares

18,997

Previous 18,379 3.36%

Holding current value

$863,033

Previous $748,000 2.14%

% of portfolio

0.34%

Previous 0.32%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 10, 2024	BUY	$38.1 - $41.42 $23,545 - $25,597	618 Added 3.36%	18,997 $764,000
Q1 2024 Apr 11, 2024	BUY	$37.72 - $40.71 $123,608 - $133,406	3,277 Added 21.7%	18,379 $748,000
Q4 2023 Jan 05, 2024	BUY	$33.0 - $39.88 $198 - $239	6 Added 0.04%	15,102 $591,000
Q3 2023 Oct 10, 2023	SELL	$34.75 - $38.84 $89,620 - $100,168	-2,579 Reduced 14.59%	15,096 $529,000
Q2 2023 Jul 11, 2023	SELL	$35.13 - $38.46 $6,147 - $6,730	-175 Reduced 0.98%	17,675 $655,000
Q4 2022 Jan 23, 2023	SELL	$35.5 - $41.73 $642,053 - $754,728	-18,086 Reduced 50.33%	17,850 $0
Q3 2022 Oct 21, 2022	SELL	$35.47 - $43.38 $104,246 - $127,493	-2,939 Reduced 7.56%	35,936 $1.28 Million
Q2 2022 Jul 28, 2022	BUY	$38.63 - $45.45 $358,640 - $421,957	9,284 Added 31.37%	38,875 $1.55 Million
Q1 2022 Apr 20, 2022	BUY	$41.75 - $44.47 $1.24 Million - $1.32 Million	29,591 New	29,591 $1.3 Million

Others Institutions Holding SPYD

# of Institutions

449

Shares Held

46.8M

Call Options Held

35.2K

Put Options Held

19.4K

View Full List

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 Selective Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Selective Wealth Management, Inc. with notifications on news.

Account

Selective Wealth Management, Inc. Spdr Portfolio S&P 500 High Di Transaction History