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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 10.0% |
$42.2 - $45.2
|
11
$481
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-2.45K- 12.73% |
$103K - $111K
|
16.8K
$734K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
342+ 173.6% |
$14.4K - $15.4K
|
539
$23.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
567+ 2.01% |
$23.9K - $25.6K
|
28.8K
$1.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
150+ 0.22% |
$6.33K - $6.77K
|
68.3K
$2.98M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.58K+ 7.35% |
$404K - $433K
|
140K
$6.12M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-74- 0.25% |
$3.12K - $3.34K
|
29.4K
$1.28M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-535- 5.8% |
$22.6K - $24.2K
|
8.69K
$380K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-260- 0.54% |
$11K - $11.7K
|
47.9K
$2.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.28KNew |
$265K - $284K
|
6.28K
$275K
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-136- 34.0% |
$5.74K - $6.14K
|
264
$11.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
16.2KNew |
$682K - $731K
|
16.2K
$707K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
19.7K+ 1836.85% |
$831K - $889K
|
20.8K
$908K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-5.33K- 17.95% |
$225K - $241K
|
24.3K
$1.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
170+ 3.2% |
$7.17K - $7.68K
|
5.49K
$240K
|
|
|
Apr 15, 2025
Q1 2025
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
223+ 2.57% |
$9.41K - $10.1K
|
8.91K
$389K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-79- 0.51% |
$3.33K - $3.57K
|
15.6K
$680K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-150- 0.59% |
$6.33K - $6.77K
|
25.4K
$1.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-862- 5.57% |
$36.4K - $38.9K
|
14.6K
$639K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-2.09K- 22.21% |
$88.1K - $94.3K
|
7.32K
$320K
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
11+ 0.06% |
$464 - $497
|
18.4K
$806K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
30+ 60.0% |
$1.27K - $1.35K
|
80
$3.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
169+ 0.73% |
$7.13K - $7.63K
|
23.3K
$1.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
9.1KNew |
$384K - $411K
|
9.1K
$398K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.29K- 15.33% |
$54.4K - $58.2K
|
7.12K
$311K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
549+ 6.82% |
$23.2K - $24.8K
|
8.6K
$376K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-8.65K- 97.74% |
$365K - $391K
|
200
$8.74K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.5K- 4.07% |
$63.3K - $67.7K
|
35.3K
$1.55M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
36+ 0.36% |
$1.52K - $1.63K
|
10.1K
$441K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-901- 3.22% |
$38K - $40.7K
|
27.1K
$1.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
18+ 0.38% |
$759 - $813
|
4.79K
$210K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.13K+ 9.89% |
$47.7K - $51K
|
12.6K
$549K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.52K+ 2.7% |
$106K - $114K
|
95.9K
$4.19M
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
5+ 0.05% |
$211 - $226
|
10.4K
$454K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-782- 2.68% |
$33K - $35.3K
|
28.4K
$1.24M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
117+ 0.41% |
$4.94K - $5.28K
|
28.6K
$1.25M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
573New |
$24.2K - $25.9K
|
573
$25.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
2.23K+ 1.15% |
$94.1K - $101K
|
197K
$8.59M
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
314+ 0.7% |
$13.2K - $14.2K
|
45K
$1.97M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
29+ 0.44% |
$1.22K - $1.31K
|
6.66K
$291K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
600+ 387.1% |
$25.3K - $27.1K
|
755
$33K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
103+ 0.95% |
$4.34K - $4.65K
|
11K
$479K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-28- 0.71% |
$1.18K - $1.26K
|
3.9K
$171K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-8.8K- 4.31% |
$371K - $397K
|
195K
$8.54M
|
|
| Q4 2024 | |||||||
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-364- 0.86% |
$15.7K - $17.2K
|
41.7K
$1.82M
|
|
|
Apr 11, 2025
Q4 2024
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
37KNew |
$1.59M - $1.75M
|
37K
$1.62M
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
239KNew |
$10.3M - $11.3M
|
239K
$10.5M
|
|
|
Mar 19, 2025
Q4 2024
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
8KNew |
$344K - $378K
|
8K
$350K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-199- 0.25% |
$8.56K - $9.42K
|
80.4K
$3.52M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
20+ 0.37% |
$860 - $946
|
5.37K
$235K
|
|