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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
40New |
$1.39K - $1.55K
|
40
$1.76K
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
BUY
|
- |
7.84KNew |
$272K - $304K
|
7.84K
$345K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
470New |
$16.3K - $18.3K
|
470
$20.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
2.87K+ 32.82% |
$99.7K - $111K
|
11.6K
$511K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.34KNew |
$46.5K - $51.9K
|
1.34K
$58.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-908- 22.38% |
$31.6K - $35.3K
|
3.15K
$139K
|
|
|
Nov 09, 2023
Q3 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
87+ 0.96% |
$3.02K - $3.38K
|
9.17K
$404K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
43.8KNew |
$1.52M - $1.7M
|
43.8K
$1.93M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
122KNew |
$4.25M - $4.75M
|
122K
$5.38M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-36.3K- 84.85% |
$1.26M - $1.41M
|
6.48K
$285K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-82K- 30.35% |
$2.85M - $3.19M
|
188K
$8.28M
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.9K- 14.2% |
$65.9K - $73.6K
|
11.5K
$504K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.28KNew |
$44.6K - $49.9K
|
1.28K
$56.5K
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.32K- 4.75% |
$150K - $168K
|
86.5K
$3.81M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
54.1KNew |
$1.88M - $2.1M
|
54.1K
$2.38M
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-27.7K- 77.26% |
$962K - $1.08M
|
8.15K
$359K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.74K- 96.56% |
$60.4K - $67.5K
|
62
$2.73K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.99K- 19.38% |
$69K - $77.1K
|
8.26K
$363K
|
|
|
Oct 27, 2023
Q3 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-1K- 1.44% |
$34.8K - $38.8K
|
68.5K
$3.01M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
30.7K+ 289.96% |
$1.07M - $1.19M
|
41.2K
$1.81M
|
|
|
Oct 26, 2023
Q3 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
6.73KNew |
$234K - $261K
|
6.73K
$296K
|
|
|
Oct 24, 2023
Q3 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
56+ 0.86% |
$1.95K - $2.18K
|
6.56K
$289K
|
|
|
Oct 24, 2023
Q3 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
414+ 3.68% |
$14.4K - $16.1K
|
11.7K
$514K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-974- 13.37% |
$33.8K - $37.8K
|
6.31K
$278K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-527- 4.03% |
$18.3K - $20.5K
|
12.5K
$552K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.01KNew |
$35.2K - $39.3K
|
1.01K
$44.5K
|
|
|
Oct 20, 2023
Q3 2023
|
Security National Bank
|
BUY
|
- |
2.07K+ 26.99% |
$72.1K - $80.6K
|
9.76K
$429K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
221+ 401.82% |
$7.68K - $8.58K
|
276
$12.1K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-140- 1.6% |
$4.87K - $5.44K
|
8.61K
$379K
|
|
|
Oct 16, 2023
Q3 2023
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-213- 0.85% |
$7.4K - $8.27K
|
24.8K
$1.09M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
44.5KNew |
$1.55M - $1.73M
|
44.5K
$1.96M
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2.4KNew |
$83.4K - $93.3K
|
2.4K
$106K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
167KNew |
$5.79M - $6.48M
|
167K
$7.34M
|
|
| Q2 2023 | |||||||
|
Jul 10, 2024
Q2 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-5.74KClosed |
$202K - $221K
|
0
$0
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
230New |
$8.08K - $8.85K
|
230
$10.1K
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
21.3KNew |
$749K - $820K
|
21.3K
$938K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
130New |
$4.57K - $5K
|
130
$5.72K
|
|
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
SELL
|
- |
-1.26K- 16.0% |
$44.3K - $48.5K
|
6.62K
$291K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
181+ 2.49% |
$6.36K - $6.96K
|
7.45K
$328K
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
14.8KNew |
$519K - $569K
|
14.8K
$650K
|
|
|
Aug 14, 2023
Q2 2023
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-35.9K- 72.63% |
$1.26M - $1.38M
|
13.5K
$594K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-4.4K- 1.12% |
$155K - $169K
|
389K
$17.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.95KNew |
$209K - $229K
|
5.95K
$262K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
1.65K+ 3.85% |
$57.8K - $63.3K
|
44.4K
$1.95M
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
400New |
$14.1K - $15.4K
|
400
$17.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-136- 1.57% |
$4.78K - $5.23K
|
8.5K
$374K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.48K- 5.08% |
$87.2K - $95.5K
|
46.3K
$2.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-19.2K- 51.05% |
$675K - $739K
|
18.4K
$811K
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
BUY
|
- |
8.86K+ 20.86% |
$311K - $341K
|
51.3K
$2.26M
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
SELL
|
- |
-38.9K- 85.23% |
$1.37M - $1.5M
|
6.74K
$297K
|
|