Latest Institutional Transactions on Spdr Portfolio S&P 500 High Di (SPYD)
This table provides information on the latest institutional transactions involving Spdr Portfolio S&P 500 High Di (SPYD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
1+ 9.09% |
$43 - $47.3
|
12
$525
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
455+ 7.94% |
$19.6K - $21.5K
|
6.18K
$270K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
224+ 3.03% |
$9.64K - $10.6K
|
7.62K
$333K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
36New |
$1.55K - $1.7K
|
36
$1.57K
|
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
24.4KNew |
$1.05M - $1.15M
|
24.4K
$1.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.11K- 1.06% |
$134K - $147K
|
290K
$12.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.1K+ 4.38% |
$219K - $241K
|
121K
$5.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
156K+ 4.27% |
$6.71M - $7.38M
|
3.81M
$167M
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-2.34K- 6.52% |
$101K - $111K
|
33.6K
$1.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-767- 2.99% |
$33K - $36.3K
|
24.9K
$1.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.21KNew |
$94.9K - $104K
|
2.21K
$96.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
147+ 1.8% |
$6.32K - $6.96K
|
8.33K
$364K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1.6K- 11.62% |
$68.7K - $75.6K
|
12.2K
$531K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
13+ 1.29% |
$559 - $615
|
1.02K
$44.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.46K+ 10.86% |
$149K - $163K
|
35.3K
$1.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
32.2K+ 6.56% |
$1.39M - $1.52M
|
523K
$22.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-359- 14.95% |
$15.4K - $17K
|
2.04K
$89.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-13.1K- 12.51% |
$561K - $618K
|
91.2K
$3.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.88K- 16.32% |
$80.7K - $88.7K
|
9.62K
$420K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-7- 21.88% |
$301 - $331
|
25
$1.09K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-32- 0.69% |
$1.38K - $1.51K
|
4.64K
$203K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
200New |
$8.6K - $9.46K
|
200
$8.74K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
44+ 0.91% |
$1.89K - $2.08K
|
4.88K
$213K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
82+ 13.95% |
$3.53K - $3.88K
|
670
$29.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1+ 0.02% |
$43 - $47.3
|
6.36K
$278K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-223- 5.37% |
$9.59K - $10.6K
|
3.93K
$172K
|
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
16.7KNew |
$717K - $788K
|
16.7K
$728K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-82- 0.82% |
$3.53K - $3.88K
|
9.9K
$433K
|
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
BUY
|
- |
23.2KNew |
$999K - $1.1M
|
23.2K
$1.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-859- 1.13% |
$37K - $40.6K
|
75.4K
$3.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.1K- 9.76% |
$822K - $904K
|
177K
$7.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
4.97KNew |
$214K - $235K
|
4.97K
$217K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2.31KNew |
$99.5K - $109K
|
2.31K
$101K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.74K- 37.11% |
$74.8K - $82.2K
|
2.95K
$129K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2.49K+ 1.26% |
$107K - $118K
|
199K
$8.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3.82K+ 73.63% |
$164K - $181K
|
9.02K
$394K
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
15.2KNew |
$652K - $717K
|
15.2K
$663K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
19.6KNew |
$842K - $926K
|
19.6K
$855K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-912- 6.57% |
$39.2K - $43.2K
|
13K
$567K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.55K+ 7.42% |
$66.8K - $73.5K
|
22.5K
$982K
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
24+ 0.09% |
$1.03K - $1.14K
|
26.2K
$1.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.95K- 7.42% |
$127K - $140K
|
36.8K
$1.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-97- 0.39% |
$4.17K - $4.59K
|
24.8K
$1.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
31.1K+ 8888.57% |
$1.34M - $1.47M
|
31.5K
$1.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
5.49KNew |
$236K - $260K
|
5.49K
$240K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-259- 0.42% |
$11.1K - $12.3K
|
61.5K
$2.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
710+ 8.22% |
$30.5K - $33.6K
|
9.34K
$408K
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.42K+ 3.39% |
$60.9K - $67K
|
43.2K
$1.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
766New |
$33K - $36.2K
|
766
$33.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-269- 0.84% |
$11.6K - $12.7K
|
31.7K
$1.39M
|