Private Wealth Group, LLC SPYD Holdings History
Private Wealth Group, LLC's SPDR Portfolio S&P 500 High Dividend ETF Holding Summary
As of 2025-03-31, Private Wealth Group, LLC held - shares of SPDR Portfolio S&P 500 High Dividend ETF(SPYD), totaling N/A. This investment constitutes 0% of their stock portfolio, and Private Wealth Group, LLC now holds 0% of the outstanding SPDR Portfolio S&P 500 High Dividend ETF(SPYD) stock.
The initial trade took place in 2020Q2. And since then Private Wealth Group, LLC has made 9 purchases of SPYD, at an average price of $34.04, for a total of 38,442.00 shares. In addition, there have been 4 sales at an average price of $43.86 for 38,442.00 shares. Based on historical transaction data and SPYD's current price of $43.37, Private Wealth Group, LLC's estimated gain on his SPYD holdings is $377,391.66, reflecting a 28.84% gain to date.
Private Wealth Group, LLC SPYD ($43.37) Holding Chart
Private Wealth Group, LLC SPYD ($43.37) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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