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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
2.14K+ 121.06% |
$90.2K - $96.6K
|
3.9K
$168K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
188New |
$7.93K - $8.49K
|
188
$8.08K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
108KNew |
$4.55M - $4.87M
|
108K
$4.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
550New |
$23.2K - $24.8K
|
550
$23.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
52+ 1.11% |
$2.19K - $2.35K
|
4.72K
$203K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-535- 5.8% |
$22.6K - $24.2K
|
8.69K
$373K
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-136- 34.0% |
$5.74K - $6.14K
|
264
$11.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-8.65K- 97.74% |
$365K - $391K
|
200
$8.59K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-8.8K- 4.31% |
$371K - $397K
|
195K
$8.39M
|
|
| Q4 2024 | |||||||
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-199- 0.25% |
$8.56K - $9.42K
|
80.4K
$3.46M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1.84KNew |
$79.2K - $87.1K
|
1.84K
$79.1K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
1.13KNew |
$48.4K - $53.2K
|
1.13K
$48.3K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.05KNew |
$45.2K - $49.7K
|
1.05K
$45.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
218KNew |
$9.37M - $10.3M
|
218K
$9.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.73KNew |
$204K - $224K
|
4.73K
$203K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.94K+ 12.87% |
$169K - $186K
|
34.5K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
181New |
$7.79K - $8.56K
|
181
$7.78K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
141+ 0.47% |
$6.07K - $6.67K
|
30.4K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-90- 31.58% |
$3.87K - $4.26K
|
195
$8.38K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
220New |
$9.46K - $10.4K
|
220
$9.45K
|
|
|
Feb 13, 2025
Q4 2024
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
120New |
$5.16K - $5.68K
|
120
$5.16K
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.89KNew |
$210K - $231K
|
4.89K
$210K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
10+ 166.67% |
$430 - $473
|
16
$688
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
18.6KNew |
$800K - $880K
|
18.6K
$799K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
321+ 4.07% |
$13.8K - $15.2K
|
8.2K
$352K
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
455+ 7.94% |
$19.6K - $21.5K
|
6.18K
$266K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
36New |
$1.55K - $1.7K
|
36
$1.55K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.21KNew |
$94.9K - $104K
|
2.21K
$94.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-7- 21.88% |
$301 - $331
|
25
$1.07K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
200New |
$8.6K - $9.46K
|
200
$8.59K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2.31KNew |
$99.5K - $109K
|
2.31K
$99.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
4.97KNew |
$214K - $235K
|
4.97K
$213K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
19.6KNew |
$842K - $926K
|
19.6K
$841K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-41- 0.62% |
$1.76K - $1.94K
|
6.54K
$281K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-14.3K- 57.06% |
$617K - $679K
|
10.8K
$464K
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
BUY
|
- |
1K+ 19.18% |
$43K - $47.3K
|
6.22K
$267K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
5.96KNew |
$256K - $282K
|
5.96K
$256K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
16.2KNew |
$699K - $769K
|
16.2K
$698K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-5.78K- 9.71% |
$249K - $274K
|
53.8K
$2.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
3New |
$129 - $142
|
3
$129
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.35K- 11.47% |
$57.9K - $63.7K
|
10.4K
$446K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.04KNew |
$44.5K - $49K
|
1.04K
$44.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
25.9KNew |
$1.11M - $1.23M
|
25.9K
$1.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
12New |
$516 - $568
|
12
$516
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-48- 54.55% |
$2.06K - $2.27K
|
40
$1.72K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-225Closed |
$9.68K - $10.6K
|
0
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
5.7KNew |
$245K - $270K
|
5.7K
$245K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-85- 1.07% |
$3.66K - $4.02K
|
7.86K
$338K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-420- 28.28% |
$18.1K - $19.9K
|
1.07K
$45.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.55K- 18.58% |
$66.6K - $73.3K
|
6.79K
$292K
|
|