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 04, 2023
Q1 2023
|
Treasure Coast Financial Planning
|
SELL
|
- |
-2.92K- 28.71% |
$104K - $126K
|
7.26K
$321K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
355New |
$12.6K - $15.3K
|
355
$15.7K
|
|
|
May 04, 2023
Q1 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-27- 0.36% |
$961 - $1.16K
|
7.37K
$325K
|
|
|
May 02, 2023
Q1 2023
|
Parker Investment Management, LLC
|
BUY
|
- |
2.28MNew |
$81.2M - $98.4M
|
2.28M
$101M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
29.9K+ 167.75% |
$1.07M - $1.29M
|
47.8K
$2.11M
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
847+ 1.18% |
$30.1K - $36.5K
|
72.7K
$3.21M
|
|
|
Apr 28, 2023
Q1 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
4.28K+ 6.82% |
$152K - $185K
|
67.1K
$2.96M
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
5.48KNew |
$195K - $236K
|
5.48K
$242K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
20.9KNew |
$745K - $902K
|
20.9K
$924K
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
18.1K+ 4.27% |
$644K - $780K
|
442K
$19.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
2.98K+ 14.56% |
$106K - $128K
|
23.4K
$1.03M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
3+ 0.03% |
$107 - $129
|
9.84K
$434K
|
|
|
Apr 19, 2023
Q1 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-6.22K- 51.86% |
$221K - $268K
|
5.77K
$255K
|
|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
SELL
|
- |
-486K- 95.4% |
$17.3M - $20.9M
|
23.4K
$1.03M
|
|
|
Apr 17, 2023
Q1 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-13.1K- 59.5% |
$466K - $565K
|
8.92K
$394K
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
883+ 8.19% |
$31.4K - $38K
|
11.7K
$515K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
290New |
$10.3K - $12.5K
|
290
$12.8K
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
3.79K+ 55.18% |
$135K - $163K
|
10.7K
$470K
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
253New |
$8.98K - $10.6K
|
253
$11.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
33KNew |
$1.17M - $1.38M
|
33K
$1.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
7.22KNew |
$256K - $301K
|
7.22K
$319K
|
|
|
Feb 14, 2023
Q4 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
72.1KNew |
$2.56M - $3.01M
|
72.1K
$3.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-14- 0.89% |
$497 - $584
|
1.56K
$68.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
2.05MNew |
$72.8M - $85.5M
|
2.05M
$90.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.16KNew |
$41.3K - $48.5K
|
1.16K
$51.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
3.98KNew |
$141K - $166K
|
3.98K
$176K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-2.25K- 2.2% |
$79.9K - $93.9K
|
99.9K
$4.41M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
1.35K+ 29.93% |
$47.8K - $56.2K
|
5.85K
$258K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.84K- 71.56% |
$65.3K - $76.7K
|
731
$32.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-2.24K- 11.95% |
$79.4K - $93.4K
|
16.5K
$728K
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1+ 0.01% |
$35.5 - $41.7
|
9.33K
$412K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1- 0.2% |
$35.5 - $41.7
|
500
$22.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
308+ 2.29% |
$10.9K - $12.9K
|
13.7K
$606K
|
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
39+ 0.4% |
$1.38K - $1.63K
|
9.83K
$434K
|
|
|
Feb 09, 2023
Q4 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
11.6KNew |
$411K - $484K
|
11.6K
$512K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
SELL
|
- |
-200- 66.67% |
$7.1K - $8.35K
|
100
$4.42K
|
|
|
Feb 06, 2023
Q4 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
183+ 109.58% |
$6.5K - $7.64K
|
350
$15.5K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
931New |
$33.1K - $38.9K
|
931
$41.1K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
320New |
$11.4K - $13.4K
|
320
$14.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
39.3K+ 7.39% |
$1.39M - $1.64M
|
571K
$25.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
12+ 1.27% |
$426 - $501
|
955
$42.2K
|
|
|
Jan 30, 2023
Q4 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
6.26KNew |
$222K - $261K
|
6.26K
$276K
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
475New |
$16.9K - $19.8K
|
475
$21K
|
|
|
Jan 24, 2023
Q4 2022
|
Smart Money Group LLC
|
BUY
|
- |
44.1K+ 20.37% |
$1.56M - $1.84M
|
260K
$11.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Values First Advisors, Inc.
|
BUY
|
- |
3.21KNew |
$114K - $134K
|
3.21K
$142K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-2.3K- 21.17% |
$81.6K - $95.9K
|
8.56K
$378K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.73KNew |
$239K - $281K
|
6.73K
$297K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2.5KNew |
$88.8K - $104K
|
2.5K
$110K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
515New |
$18.3K - $21.5K
|
515
$22.7K
|
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
SELL
|
- |
-334- 5.61% |
$11.9K - $13.9K
|
5.62K
$248K
|
|