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

Selective Wealth Management, Inc.

$240 Million
Q1 2025

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 18,426 shares of SPYD stock, worth $771,680. This represents 0.34% of its overall portfolio holdings.

Number of Shares

18,426

Previous 18,415 0.06%

Holding current value

$771,680

Previous $796,000 1.13%

% of portfolio

0.34%

Previous 0.32%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$42.18 - $45.16 $463 - $496	11 Added 0.06%	18,426 $805,000
Q4 2024 Jan 15, 2025	SELL	$43.02 - $47.32 $25,338 - $27,871	-589 Reduced 3.1%	18,415 $796,000
Q3 2024 Oct 09, 2024	BUY	$39.95 - $45.86 $279 - $321	7 Added 0.04%	19,004 $867,000
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

505

Shares Held

51.6M

Call Options Held

88.3K

Put Options Held

33.1K

View Full List

About SPDR PORTFOLIO S&P 500 HIGH DI

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