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 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
7.48KNew |
$247K - $298K
|
7.48K
$329K
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
7.14KNew |
$236K - $285K
|
7.14K
$314K
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
6.87KNew |
$227K - $274K
|
6.87K
$302K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
138KNew |
$4.57M - $5.52M
|
138K
$6.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
150New |
$4.95K - $5.98K
|
150
$6.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
7.79KNew |
$257K - $311K
|
7.79K
$343K
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
5.62KNew |
$185K - $224K
|
5.62K
$247K
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-2.66K- 31.3% |
$87.7K - $106K
|
5.84K
$257K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
21+ 1.38% |
$693 - $837
|
1.54K
$67.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
7.17KNew |
$237K - $286K
|
7.17K
$315K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.52K- 29.64% |
$149K - $180K
|
10.7K
$472K
|
|
|
Feb 09, 2024
Q4 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-16.4K- 75.87% |
$540K - $653K
|
5.21K
$229K
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
163+ 0.04% |
$5.38K - $6.5K
|
395K
$17.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
18New |
$594 - $718
|
18
$792
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-405- 25.0% |
$13.4K - $16.2K
|
1.22K
$53.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
371+ 2.48% |
$12.2K - $14.8K
|
15.3K
$674K
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
937New |
$30.9K - $37.4K
|
937
$41.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
195New |
$6.44K - $7.78K
|
195
$8.58K
|
|
|
Feb 06, 2024
Q4 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
5.4KNew |
$178K - $215K
|
5.4K
$238K
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
3.46KNew |
$114K - $138K
|
3.46K
$152K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
11New |
$363 - $439
|
11
$484
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-247- 0.73% |
$8.15K - $9.85K
|
33.7K
$1.48M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
13.9KNew |
$458K - $554K
|
13.9K
$611K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
201New |
$6.63K - $8.02K
|
201
$8.84K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
5.21KNew |
$172K - $208K
|
5.21K
$229K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7.22K+ 3111.21% |
$238K - $288K
|
7.45K
$328K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
10.8K+ 15.91% |
$357K - $431K
|
78.7K
$3.46M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.1KNew |
$36.3K - $43.9K
|
1.1K
$48.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-733- 8.27% |
$24.2K - $29.2K
|
8.13K
$358K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
155New |
$5.12K - $6.18K
|
155
$6.82K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
551New |
$18.2K - $22K
|
551
$24.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
6.75KNew |
$223K - $269K
|
6.75K
$297K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
BUY
|
- |
5.38KNew |
$178K - $215K
|
5.38K
$237K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.4K- 17.3% |
$46.3K - $55.9K
|
6.7K
$295K
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-500- 2.0% |
$16.5K - $19.9K
|
24.5K
$1.08M
|
|
|
Jan 17, 2024
Q4 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
3.26K+ 18.92% |
$108K - $130K
|
20.5K
$901K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
463New |
$15.3K - $18.5K
|
463
$20.4K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-150- 20.0% |
$4.95K - $5.98K
|
600
$26.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
9.62KNew |
$317K - $384K
|
9.62K
$423K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-311- 0.37% |
$10.3K - $12.4K
|
83.1K
$3.66M
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-990- 29.69% |
$32.7K - $39.5K
|
2.35K
$103K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1+ 0.01% |
$33 - $39.9
|
7.09K
$312K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
24+ 0.1% |
$792 - $957
|
24.2K
$1.06M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.5KNew |
$49.5K - $59.8K
|
1.5K
$66K
|
|
| Q3 2023 | |||||||
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-6.75KClosed |
$235K - $262K
|
0
$0
|
|
|
Apr 22, 2024
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
50+ 12.5% |
$1.74K - $1.94K
|
450
$19.8K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
80New |
$2.78K - $3.11K
|
80
$3.52K
|
|
|
Nov 15, 2023
Q3 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-7KClosed |
$243K - $272K
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
14.1KNew |
$490K - $548K
|
14.1K
$620K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
264New |
$9.17K - $10.3K
|
264
$11.6K
|
|