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 $1.57 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

36,865

Previous 40,315 8.56%

Holding current value

$1.57 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

50.2M

Call Options Held

102K

Put Options Held

32.1K

View Full List

About SPDR PORTFOLIO S&P 500 HIGH DI

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