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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.64KNew |
$198K - $217K
|
5.64K
$248K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
307New |
$10.8K - $11.8K
|
307
$13.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-68- 1.24% |
$2.39K - $2.62K
|
5.43K
$239K
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-3.98K- 29.77% |
$140K - $153K
|
9.4K
$413K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
15KNew |
$527K - $577K
|
15K
$660K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
614New |
$21.6K - $23.6K
|
614
$27K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-32.3K- 8.76% |
$1.14M - $1.24M
|
337K
$14.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-4.32K- 28.85% |
$152K - $166K
|
10.7K
$469K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
261New |
$9.17K - $10K
|
261
$11.5K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-146- 2.39% |
$5.13K - $5.62K
|
5.96K
$262K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-7.7K- 74.75% |
$270K - $296K
|
2.6K
$114K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-273- 1.08% |
$9.59K - $10.5K
|
25K
$1.1M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-338K- 16.02% |
$11.9M - $13M
|
1.77M
$78M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-338K- 16.02% |
$11.9M - $13M
|
1.77M
$78M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
635New |
$22.3K - $24.4K
|
635
$27.9K
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-150- 10.43% |
$5.27K - $5.77K
|
1.29K
$56.7K
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.01K- 13.48% |
$35.6K - $39K
|
6.51K
$286K
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
9.42KNew |
$331K - $362K
|
9.42K
$414K
|
|
| Q1 2023 | |||||||
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10New |
$356 - $431
|
10
$440
|
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
6.35KNew |
$226K - $274K
|
6.35K
$280K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
381+ 4.63% |
$13.6K - $16.4K
|
8.61K
$379K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
307New |
$10.9K - $13.2K
|
307
$13.5K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.18K- 2.53% |
$42K - $50.9K
|
45.5K
$2M
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
5.7KNew |
$203K - $246K
|
5.7K
$251K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.56K- 14.74% |
$55.3K - $67K
|
9K
$396K
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
51.3KNew |
$1.83M - $2.21M
|
51.3K
$2.26M
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
4+ 18.18% |
$142 - $172
|
26
$1.14K
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
SELL
|
PUT |
-6.4K- 92.75% |
$228K - $276K
|
500
$22K
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
5.42KNew |
$193K - $233K
|
5.42K
$238K
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.23K+ 17.4% |
$79.5K - $96.2K
|
15.1K
$663K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
225New |
$8.01K - $9.7K
|
225
$9.9K
|
|
|
May 15, 2023
Q1 2023
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
5.39K+ 3.88% |
$192K - $232K
|
144K
$6.35M
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-7- 0.1% |
$249 - $302
|
7K
$308K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
19.7K+ 30.57% |
$701K - $849K
|
84.2K
$3.7M
|
|
|
May 10, 2023
Q1 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
754K+ 50.24% |
$26.8M - $32.5M
|
2.25M
$99.2M
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-4K- 31.05% |
$142K - $172K
|
8.88K
$391K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
116+ 1.0% |
$4.13K - $5K
|
11.8K
$518K
|
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
300New |
$10.7K - $12.9K
|
300
$13.2K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
355New |
$12.6K - $15.3K
|
355
$15.6K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
14.1K+ 100.0% |
$502K - $608K
|
28.2K
$1.24M
|
|
|
May 04, 2023
Q1 2023
|
Treasure Coast Financial Planning
|
SELL
|
- |
-2.92K- 28.71% |
$104K - $126K
|
7.26K
$320K
|
|
|
May 04, 2023
Q1 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-27- 0.36% |
$961 - $1.16K
|
7.37K
$324K
|
|
|
May 02, 2023
Q1 2023
|
Parker Investment Management, LLC
|
BUY
|
- |
2.28MNew |
$81.2M - $98.4M
|
2.28M
$100M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
29.9K+ 167.75% |
$1.07M - $1.29M
|
47.8K
$2.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
847+ 1.18% |
$30.1K - $36.5K
|
72.7K
$3.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
4.28K+ 6.82% |
$152K - $185K
|
67.1K
$2.95M
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
5.48KNew |
$195K - $236K
|
5.48K
$241K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
20.9KNew |
$745K - $902K
|
20.9K
$921K
|
|
|
Apr 25, 2023
Q1 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
2.98K+ 14.56% |
$106K - $128K
|
23.4K
$1.03M
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
18.1K+ 4.27% |
$644K - $780K
|
442K
$19.4M
|
|