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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7.22K+ 3111.21% |
$238K - $288K
|
7.45K
$320K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
10.8K+ 15.91% |
$357K - $431K
|
78.7K
$3.38M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-733- 8.27% |
$24.2K - $29.2K
|
8.13K
$349K
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
6.75KNew |
$223K - $269K
|
6.75K
$290K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
BUY
|
- |
5.38KNew |
$178K - $215K
|
5.38K
$231K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.4K- 17.3% |
$46.3K - $55.9K
|
6.7K
$288K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
551New |
$18.2K - $22K
|
551
$23.7K
|
|
|
Jan 17, 2024
Q4 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
3.26K+ 18.92% |
$108K - $130K
|
20.5K
$880K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-150- 20.0% |
$4.95K - $5.98K
|
600
$25.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-311- 0.37% |
$10.3K - $12.4K
|
83.1K
$3.57M
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-990- 29.69% |
$32.7K - $39.5K
|
2.35K
$101K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1+ 0.01% |
$33 - $39.9
|
7.09K
$304K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
24+ 0.1% |
$792 - $957
|
24.2K
$1.04M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.5KNew |
$49.5K - $59.8K
|
1.5K
$64.5K
|
|
| Q3 2023 | |||||||
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-6.75KClosed |
$235K - $262K
|
0
$0
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
80New |
$2.78K - $3.11K
|
80
$3.44K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
264New |
$9.17K - $10.3K
|
264
$11.3K
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
14.1KNew |
$490K - $548K
|
14.1K
$606K
|
|
|
Nov 15, 2023
Q3 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-7KClosed |
$243K - $272K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
BUY
|
- |
7.84KNew |
$272K - $304K
|
7.84K
$337K
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
40New |
$1.39K - $1.55K
|
40
$1.72K
|
|
|
Nov 13, 2023
Q3 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
2.87K+ 32.82% |
$99.7K - $111K
|
11.6K
$499K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.34KNew |
$46.5K - $51.9K
|
1.34K
$57.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-908- 22.38% |
$31.6K - $35.3K
|
3.15K
$135K
|
|
|
Nov 09, 2023
Q3 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
87+ 0.96% |
$3.02K - $3.38K
|
9.17K
$394K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
122KNew |
$4.25M - $4.75M
|
122K
$5.25M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
43.8KNew |
$1.52M - $1.7M
|
43.8K
$1.88M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-36.3K- 84.85% |
$1.26M - $1.41M
|
6.48K
$278K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-82K- 30.35% |
$2.85M - $3.19M
|
188K
$8.09M
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.9K- 14.2% |
$65.9K - $73.6K
|
11.5K
$492K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.28KNew |
$44.6K - $49.9K
|
1.28K
$55.2K
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.32K- 4.75% |
$150K - $168K
|
86.5K
$3.72M
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-27.7K- 77.26% |
$962K - $1.08M
|
8.15K
$350K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
54.1KNew |
$1.88M - $2.1M
|
54.1K
$2.33M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.74K- 96.56% |
$60.4K - $67.5K
|
62
$2.66K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.99K- 19.38% |
$69K - $77.1K
|
8.26K
$355K
|
|
|
Oct 27, 2023
Q3 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-1K- 1.44% |
$34.8K - $38.8K
|
68.5K
$2.94M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
30.7K+ 289.96% |
$1.07M - $1.19M
|
41.2K
$1.77M
|
|
|
Oct 26, 2023
Q3 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
6.73KNew |
$234K - $261K
|
6.73K
$289K
|
|
|
Oct 24, 2023
Q3 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
414+ 3.68% |
$14.4K - $16.1K
|
11.7K
$502K
|
|
|
Oct 24, 2023
Q3 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
56+ 0.86% |
$1.95K - $2.18K
|
6.56K
$282K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-974- 13.37% |
$33.8K - $37.8K
|
6.31K
$271K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.01KNew |
$35.2K - $39.3K
|
1.01K
$43.5K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-527- 4.03% |
$18.3K - $20.5K
|
12.5K
$539K
|
|
|
Oct 20, 2023
Q3 2023
|
Security National Bank
|
BUY
|
- |
2.07K+ 26.99% |
$72.1K - $80.6K
|
9.76K
$419K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
221+ 401.82% |
$7.68K - $8.58K
|
276
$11.9K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-140- 1.6% |
$4.87K - $5.44K
|
8.61K
$370K
|
|
|
Oct 16, 2023
Q3 2023
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-213- 0.85% |
$7.4K - $8.27K
|
24.8K
$1.07M
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2.4KNew |
$83.4K - $93.3K
|
2.4K
$103K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
44.5KNew |
$1.55M - $1.73M
|
44.5K
$1.91M
|
|