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 |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
63.4K+ 331.05% |
$2.41M - $2.63M
|
82.5K
$3.55M
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-36- 15.25% |
$1.37K - $1.49K
|
200
$8.59K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
25.8KNew |
$983K - $1.07M
|
25.8K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
150+ 30.0% |
$5.72K - $6.21K
|
650
$27.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-8- 0.74% |
$305 - $331
|
1.08K
$46.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
600New |
$22.9K - $24.9K
|
600
$25.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4+ 1.66% |
$152 - $166
|
245
$10.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-141- 4.17% |
$5.37K - $5.84K
|
3.24K
$139K
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
149+ 2.74% |
$5.68K - $6.17K
|
5.58K
$240K
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
100+ 80.0% |
$3.81K - $4.14K
|
225
$9.67K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
22.3K+ 19.18% |
$849K - $923K
|
138K
$5.95M
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
281+ 10.47% |
$10.7K - $11.6K
|
2.96K
$127K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-21- 2.47% |
$800 - $870
|
830
$35.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
579New |
$22.1K - $24K
|
579
$24.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-390- 1.95% |
$14.9K - $16.2K
|
19.6K
$842K
|
|
|
Aug 02, 2024
Q2 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
954+ 7.32% |
$36.3K - $39.5K
|
14K
$601K
|
|
|
Aug 02, 2024
Q2 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
630+ 8.4% |
$24K - $26.1K
|
8.13K
$349K
|
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
16.1KNew |
$613K - $667K
|
16.1K
$692K
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
18+ 0.31% |
$686 - $746
|
5.92K
$254K
|
|
|
Aug 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-887- 12.52% |
$33.8K - $36.7K
|
6.2K
$266K
|
|
|
Jul 30, 2024
Q2 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
50+ 0.8% |
$1.91K - $2.07K
|
6.3K
$271K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-8- 1.4% |
$305 - $331
|
563
$24.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.02K- 16.99% |
$38.8K - $42.2K
|
4.97K
$214K
|
|
|
Jul 26, 2024
Q2 2024
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-295K- 98.27% |
$11.2M - $12.2M
|
5.19K
$223K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
4.29KNew |
$163K - $178K
|
4.29K
$184K
|
|
|
Jul 23, 2024
Q2 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-730- 11.16% |
$27.8K - $30.2K
|
5.81K
$250K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
11New |
$419 - $456
|
11
$473
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.05KNew |
$116K - $126K
|
3.05K
$131K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-52- 17.93% |
$1.98K - $2.15K
|
238
$10.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-522- 5.06% |
$19.9K - $21.6K
|
9.79K
$420K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-155- 96.27% |
$5.91K - $6.42K
|
6
$258
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
574New |
$21.9K - $23.8K
|
574
$24.7K
|
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
215+ 1.08% |
$8.19K - $8.91K
|
20K
$861K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
105New |
$4K - $4.35K
|
105
$4.51K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1+ 3.23% |
$38.1 - $41.4
|
32
$1.38K
|
|
| Q1 2024 | |||||||
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
20KNew |
$754K - $814K
|
20K
$859K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-933- 58.98% |
$35.2K - $38K
|
649
$27.9K
|
|
|
May 16, 2024
Q1 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-558- 8.66% |
$21K - $22.7K
|
5.89K
$253K
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-2.85K- 32.31% |
$107K - $116K
|
5.97K
$256K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
335New |
$12.6K - $13.6K
|
335
$14.4K
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
205K+ 0.96% |
$7.74M - $8.35M
|
21.5M
$923M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-532- 98.52% |
$20.1K - $21.7K
|
8
$344
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
945+ 60.31% |
$35.6K - $38.5K
|
2.51K
$108K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-20.6K- 7.24% |
$776K - $838K
|
264K
$11.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.7K+ 2.15% |
$64K - $69.1K
|
80.6K
$3.46M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
22.5K+ 121.45% |
$849K - $917K
|
41.1K
$1.76M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
500New |
$18.9K - $20.4K
|
500
$21.5K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.25KNew |
$47.2K - $50.9K
|
1.25K
$53.7K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-150- 1.8% |
$5.66K - $6.11K
|
8.2K
$352K
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
31.4KNew |
$1.19M - $1.28M
|
31.4K
$1.35M
|
|