Tobias Financial Advisors, Inc. Spdr Portfolio S&P 500 High Di Transaction History

Tobias Financial Advisors, Inc.

$499 Million
Q1 2025

A detailed history of Tobias Financial Advisors, Inc. transactions in Spdr Portfolio S&P 500 High Di stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 36,865 shares of SPYD stock, worth $1.62 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

36,865

Previous 40,315 8.56%

Holding current value

$1.62 Million

Previous $1.74 Million 6.43%

% of portfolio

0.33%

Previous 0.36%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$42.18 - $45.16 $145,521 - $155,802	-3,450 Reduced 8.56%	36,865 $1.63 Million
Q4 2024 Feb 13, 2025	SELL	$43.02 - $47.32 $79,371 - $87,305	-1,845 Reduced 4.38%	40,315 $1.74 Million
Q3 2024 Oct 30, 2024	SELL	$39.95 - $45.86 $47,021 - $53,977	-1,177 Reduced 2.72%	42,160 $1.92 Million
Q2 2024 Aug 13, 2024	SELL	$38.1 - $41.42 $75,628 - $82,218	-1,985 Reduced 4.38%	43,337 $1.74 Million
Q1 2024 May 02, 2024	SELL	$37.72 - $40.71 $45,754 - $49,381	-1,213 Reduced 2.61%	45,322 $1.85 Million
Q4 2023 Feb 14, 2024	SELL	$33.0 - $39.88 $206,019 - $248,970	-6,243 Reduced 11.83%	46,535 $1.82 Million
Q3 2023 Nov 03, 2023	SELL	$34.75 - $38.84 $113,597 - $126,967	-3,269 Reduced 5.83%	52,778 $1.85 Million
Q2 2023 Aug 03, 2023	SELL	$35.13 - $38.46 $274,400 - $300,411	-7,811 Reduced 12.23%	56,047 $2.08 Million
Q1 2023 Apr 24, 2023	SELL	$35.58 - $43.09 $436,886 - $529,102	-12,279 Reduced 16.13%	63,858 $2.43 Million
Q4 2022 Feb 13, 2023	BUY	$35.5 - $41.73 $224,857 - $264,317	6,334 Added 9.07%	76,137 $3.01 Million
Q3 2022 Nov 14, 2022	SELL	$35.47 - $43.38 $163,729 - $200,242	-4,616 Reduced 6.2%	69,803 $2.48 Million
Q2 2022 Aug 12, 2022	BUY	$38.63 - $45.45 $876,128 - $1.03 Million	22,680 Added 43.84%	74,419 $2.97 Million
Q1 2022 May 09, 2022	BUY	$41.75 - $44.47 $2.16 Million - $2.3 Million	51,739 New	51,739 $2.27 Million
Q4 2021 Feb 09, 2022	SELL	$38.92 - $42.05 $2.02 Million - $2.18 Million	-51,907 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$38.21 - $40.67 $34,809 - $37,050	911 Added 1.79%	51,907 $2.03 Million
Q2 2021 Aug 12, 2021	SELL	$38.86 - $42.51 $53,665 - $58,706	-1,381 Reduced 2.64%	50,996 $2.04 Million
Q1 2021 May 07, 2021	BUY	$32.4 - $39.92 $4,762 - $5,868	147 Added 0.28%	52,377 $2.02 Million
Q4 2020 Feb 12, 2021	BUY	$27.0 - $34.09 $3,105 - $3,920	115 Added 0.22%	52,230 $1.72 Million
Q3 2020 Nov 05, 2020	SELL	$26.58 - $29.31 $52,229 - $57,594	-1,965 Reduced 3.63%	52,115 $1.43 Million
Q2 2020 Nov 05, 2020	BUY	$22.98 - $32.18 $1.04 Million - $1.46 Million	45,251 Added 512.53%	54,080 $1.51 Million
Q1 2020 May 13, 2020	BUY	$21.02 - $39.9 $14,398 - $27,331	685 Added 8.41%	8,829 $217,000
Q4 2019 Feb 04, 2020	BUY	$36.46 - $39.61 $296,930 - $322,583	8,144 New	8,144 $321,000

Others Institutions Holding SPYD

# of Institutions

515

Shares Held

50.3M

Call Options Held

102K

Put Options Held

32.1K

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 Tobias Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tobias Financial Advisors, Inc. with notifications on news.

Account

Tobias Financial Advisors, Inc. Spdr Portfolio S&P 500 High Di Transaction History