Teamwork Financial Advisors, LLC Spdr Portfolio S&P 500 High Di Transaction History

Teamwork Financial Advisors, LLC

$720 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 06, 2023	BUY	$35.58 - $43.09 $134,777 - $163,224	3,788 Added 55.18%	10,653 $404,000
Q4 2022 Jan 17, 2023	BUY	$35.5 - $41.73 $243,707 - $286,476	6,865 New	6,865 $0
Q3 2021 Oct 13, 2021	SELL	$38.21 - $40.67 $224,865 - $239,342	-5,885 Closed	0 $0
Q2 2021 Jul 13, 2021	SELL	$38.86 - $42.51 $37,383 - $40,894	-962 Reduced 14.05%	5,885 $236,000
Q1 2021 Apr 12, 2021	SELL	$32.4 - $39.92 $53,557 - $65,987	-1,653 Reduced 19.45%	6,847 $264,000
Q4 2020 Feb 08, 2021	SELL	$27.0 - $34.09 $141,237 - $178,324	-5,231 Reduced 38.1%	8,500 $280,000
Q3 2020 Oct 15, 2020	BUY	$26.58 - $29.31 $364,969 - $402,455	13,731 New	13,731 $376,000
Q1 2020 May 04, 2020	SELL	$21.02 - $39.9 $107,391 - $203,849	-5,109 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$36.46 - $39.61 $186,274 - $202,367	5,109 New	5,109 $202,000

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

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