Walter & Keenan Wealth Management LLC Spdr Portfolio S&P 500 High Di Transaction History

Walter & Keenan Wealth Management LLC

  • $327 Million
  • Q3 2024

A detailed history of Walter & Keenan Wealth Management LLC transactions in Spdr Portfolio S&P 500 High Di stock. As of the latest transaction made, Walter & Keenan Wealth Management LLC holds 8,422 shares of SPYD stock, worth $376,294. This represents 0.12% of its overall portfolio holdings.

Number of Shares
8,422
Previous 8,422 -0.0%
Holding current value
$376,294
Previous $338,000 13.61%
% of portfolio
0.12%
Previous 0.11%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
BUY
$37.72 - $40.71 $56,580 - $61,065
1,500 Added 21.67%
8,422 $342,000
Q3 2023

Oct 20, 2023
SELL
$34.75 - $38.84 $10,425 - $11,652
-300 Reduced 4.15%
6,922 $242,000
Q2 2023

Jul 28, 2023
SELL
$35.13 - $38.46 $4,566 - $4,999
-130 Reduced 1.77%
7,222 $267,000
Q4 2022

Jan 30, 2023
SELL
$35.5 - $41.73 $46,150 - $54,248
-1,300 Reduced 15.03%
7,352 $290,000
Q2 2022

Jul 20, 2022
BUY
$38.63 - $45.45 $67,602 - $79,537
1,750 Added 25.35%
8,652 $345,000
Q4 2021

Jan 24, 2022
SELL
$38.92 - $42.05 $1,946 - $2,102
-50 Reduced 0.72%
6,902 $290,000
Q3 2021

Oct 18, 2021
SELL
$38.21 - $40.67 $32,096 - $34,162
-840 Reduced 10.78%
6,952 $272,000
Q2 2021

Jul 13, 2021
BUY
$38.86 - $42.51 $46,632 - $51,012
1,200 Added 18.2%
7,792 $312,000
Q1 2021

Apr 30, 2021
SELL
$32.4 - $39.92 $24,300 - $29,940
-750 Reduced 10.22%
6,592 $254,000
Q4 2020

Jan 28, 2021
BUY
$27.0 - $34.09 $198,234 - $250,288
7,342 New
7,342 $242,000

Others Institutions Holding SPYD

# of Institutions
474
Shares Held
47.4M
Call Options Held
68.6K
Put Options Held
13K
View Full List

About SPDR PORTFOLIO S&P 500 HIGH DI

SPYD Quotes by TradingView
  • Ticker SPYD
  • Sector ETFs
  • Industry ETFs
More about SPYD
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