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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-249- 2.75% |
$9.39K - $10.1K
|
8.8K
$378K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
8.18KNew |
$309K - $333K
|
8.18K
$352K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
6+ 0.02% |
$226 - $244
|
28.9K
$1.24M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1.5K- 99.87% |
$56.5K - $61K
|
2
$85.9
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-64- 13.76% |
$2.41K - $2.61K
|
401
$17.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
494New |
$18.6K - $20.1K
|
494
$21.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-90- 11.15% |
$3.39K - $3.66K
|
717
$30.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
12New |
$453 - $489
|
12
$516
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
384New |
$14.5K - $15.6K
|
384
$16.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-2- 0.03% |
$75.4 - $81.4
|
6.45K
$277K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-710- 76.67% |
$26.8K - $28.9K
|
216
$9.28K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.04K- 16.27% |
$39K - $42.1K
|
5.33K
$229K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-600- 16.67% |
$22.6K - $24.4K
|
3K
$129K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-312- 47.63% |
$11.8K - $12.7K
|
343
$14.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
2KNew |
$75.4K - $81.4K
|
2K
$85.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
8New |
$302 - $326
|
8
$344
|
|
|
Apr 15, 2024
Q1 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-158- 0.67% |
$5.96K - $6.43K
|
23.5K
$1.01M
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-17.3K- 45.64% |
$652K - $703K
|
20.6K
$884K
|
|
| Q4 2023 | |||||||
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
3.95KNew |
$130K - $158K
|
3.95K
$170K
|
|
|
Mar 19, 2024
Q4 2023
|
Financial Life Advisors
|
SELL
|
- |
-1.19K- 9.52% |
$39.1K - $47.3K
|
11.3K
$484K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
950New |
$31.4K - $37.9K
|
950
$40.8K
|
|
|
Feb 22, 2024
Q4 2023
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
40.4KNew |
$1.33M - $1.61M
|
40.4K
$1.74M
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
7.14KNew |
$236K - $285K
|
7.14K
$307K
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
7.14KNew |
$236K - $285K
|
7.14K
$307K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-2.25K- 11.28% |
$74.2K - $89.6K
|
17.7K
$760K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-10.1K- 70.83% |
$334K - $403K
|
4.17K
$179K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.7K- 16.37% |
$55.9K - $67.6K
|
8.66K
$372K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-6.09K- 29.48% |
$201K - $243K
|
14.6K
$626K
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
928K+ 9.61% |
$30.6M - $37M
|
10.6M
$455M
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
7.48KNew |
$247K - $298K
|
7.48K
$321K
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
7.79KNew |
$257K - $311K
|
7.79K
$335K
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
6.87KNew |
$227K - $274K
|
6.87K
$295K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
138KNew |
$4.57M - $5.52M
|
138K
$5.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
150New |
$4.95K - $5.98K
|
150
$6.45K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
7.17KNew |
$237K - $286K
|
7.17K
$308K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
21+ 1.38% |
$693 - $837
|
1.54K
$66.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-2.66K- 31.3% |
$87.7K - $106K
|
5.84K
$251K
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
5.62KNew |
$185K - $224K
|
5.62K
$241K
|
|
|
Feb 09, 2024
Q4 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-16.4K- 75.87% |
$540K - $653K
|
5.21K
$224K
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
163+ 0.04% |
$5.38K - $6.5K
|
395K
$17M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
18New |
$594 - $718
|
18
$773
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-405- 25.0% |
$13.4K - $16.2K
|
1.22K
$52.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
371+ 2.48% |
$12.2K - $14.8K
|
15.3K
$658K
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
937New |
$30.9K - $37.4K
|
937
$40.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
195New |
$6.44K - $7.78K
|
195
$8.38K
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
3.46KNew |
$114K - $138K
|
3.46K
$149K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
11New |
$363 - $439
|
11
$473
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
13.9KNew |
$458K - $554K
|
13.9K
$596K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
5.21KNew |
$172K - $208K
|
5.21K
$224K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
201New |
$6.63K - $8.02K
|
201
$8.64K
|
|