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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
167KNew |
$5.79M - $6.48M
|
167K
$7.16M
|
|
| Q2 2023 | |||||||
|
Jul 10, 2024
Q2 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-5.74KClosed |
$202K - $221K
|
0
$0
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
230New |
$8.08K - $8.85K
|
230
$9.88K
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
21.3KNew |
$749K - $820K
|
21.3K
$916K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
130New |
$4.57K - $5K
|
130
$5.59K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
181+ 2.49% |
$6.36K - $6.96K
|
7.45K
$320K
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
14.8KNew |
$519K - $569K
|
14.8K
$635K
|
|
|
Aug 14, 2023
Q2 2023
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-35.9K- 72.63% |
$1.26M - $1.38M
|
13.5K
$581K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
1.65K+ 3.85% |
$57.8K - $63.3K
|
44.4K
$1.91M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.95KNew |
$209K - $229K
|
5.95K
$256K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-4.4K- 1.12% |
$155K - $169K
|
389K
$16.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
400New |
$14.1K - $15.4K
|
400
$17.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-136- 1.57% |
$4.78K - $5.23K
|
8.5K
$365K
|
|
|
Aug 09, 2023
Q2 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-19.2K- 51.05% |
$675K - $739K
|
18.4K
$792K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.48K- 5.08% |
$87.2K - $95.5K
|
46.3K
$1.99M
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
SELL
|
- |
-38.9K- 85.23% |
$1.37M - $1.5M
|
6.74K
$290K
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
BUY
|
- |
8.86K+ 20.86% |
$311K - $341K
|
51.3K
$2.21M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.64KNew |
$198K - $217K
|
5.64K
$242K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
307New |
$10.8K - $11.8K
|
307
$13.2K
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-68- 1.24% |
$2.39K - $2.62K
|
5.43K
$233K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
614New |
$21.6K - $23.6K
|
614
$26.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
15KNew |
$527K - $577K
|
15K
$645K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-32.3K- 8.76% |
$1.14M - $1.24M
|
337K
$14.5M
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
261New |
$9.17K - $10K
|
261
$11.2K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-146- 2.39% |
$5.13K - $5.62K
|
5.96K
$256K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-338K- 16.02% |
$11.9M - $13M
|
1.77M
$76.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-7.7K- 74.75% |
$270K - $296K
|
2.6K
$112K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-273- 1.08% |
$9.59K - $10.5K
|
25K
$1.07M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-338K- 16.02% |
$11.9M - $13M
|
1.77M
$76.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
635New |
$22.3K - $24.4K
|
635
$27.3K
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-150- 10.43% |
$5.27K - $5.77K
|
1.29K
$55.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.01K- 13.48% |
$35.6K - $39K
|
6.51K
$280K
|
|
| Q1 2023 | |||||||
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
6.35KNew |
$226K - $274K
|
6.35K
$273K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
307New |
$10.9K - $13.2K
|
307
$13.2K
|
|
|
May 15, 2023
Q1 2023
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
5.39K+ 3.88% |
$192K - $232K
|
144K
$6.2M
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
5.7KNew |
$203K - $246K
|
5.7K
$245K
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
51.3KNew |
$1.83M - $2.21M
|
51.3K
$2.2M
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
4+ 18.18% |
$142 - $172
|
26
$1.12K
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
SELL
|
PUT |
-6.4K- 92.75% |
$228K - $276K
|
500
$21.5K
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
5.42KNew |
$193K - $233K
|
5.42K
$233K
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.23K+ 17.4% |
$79.5K - $96.2K
|
15.1K
$648K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
19.7K+ 30.57% |
$701K - $849K
|
84.2K
$3.62M
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-7- 0.1% |
$249 - $302
|
7K
$301K
|
|
|
May 10, 2023
Q1 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
754K+ 50.24% |
$26.8M - $32.5M
|
2.25M
$96.8M
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-4K- 31.05% |
$142K - $172K
|
8.88K
$382K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
116+ 1.0% |
$4.13K - $5K
|
11.8K
$505K
|
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
300New |
$10.7K - $12.9K
|
300
$12.9K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
14.1K+ 100.0% |
$502K - $608K
|
28.2K
$1.21M
|
|
|
May 04, 2023
Q1 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-27- 0.36% |
$961 - $1.16K
|
7.37K
$317K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
355New |
$12.6K - $15.3K
|
355
$15.3K
|
|