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 |
|---|---|---|---|---|---|---|---|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
11.5KNew |
$445K - $524K
|
11.5K
$507K
|
|
| Q1 2022 | |||||||
|
Jan 10, 2025
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
6.9KNew |
$288K - $307K
|
6.9K
$304K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-9.09KClosed |
$379K - $404K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-85Closed |
$3.55K - $3.78K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-6.42KClosed |
$268K - $285K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-5.83KClosed |
$243K - $259K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-9.73KClosed |
$406K - $433K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-500- 15.63% |
$20.9K - $22.2K
|
2.7K
$119K
|
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-402Closed |
$16.8K - $17.9K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-138- 93.88% |
$5.76K - $6.14K
|
9
$396
|
|
|
May 10, 2022
Q1 2022
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
231KNew |
$9.65M - $10.3M
|
231K
$10.2M
|
|
|
May 10, 2022
Q1 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.93KNew |
$80.6K - $85.8K
|
1.93K
$84.9K
|
|
|
May 05, 2022
Q1 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.81K+ 36.94% |
$75.6K - $80.5K
|
6.71K
$295K
|
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-54Closed |
$2.25K - $2.4K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-5.19KClosed |
$217K - $231K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.71KClosed |
$71.3K - $76K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-262Closed |
$10.2K - $11K
|
0
$0
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
462New |
$18K - $19.4K
|
462
$20.3K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
500New |
$19.5K - $21K
|
500
$22K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
7.86KNew |
$306K - $331K
|
7.86K
$346K
|
|
|
Feb 14, 2022
Q4 2021
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-8.66KClosed |
$337K - $364K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
SELL
|
- |
-439Closed |
$17.1K - $18.5K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.5KNew |
$253K - $273K
|
6.5K
$286K
|
|
|
Feb 11, 2022
Q4 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-5.65KClosed |
$220K - $238K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-11.4KClosed |
$445K - $481K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-7.46KClosed |
$290K - $314K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-30.6KClosed |
$1.19M - $1.29M
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-716Closed |
$27.9K - $30.1K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-2.38KClosed |
$92.4K - $99.9K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-1.97K- 27.93% |
$76.5K - $82.6K
|
5.07K
$223K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1+ 100.0% |
$38.9 - $42.1
|
2
$88
|
|
|
Jan 20, 2022
Q4 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
7.45KNew |
$290K - $313K
|
7.45K
$328K
|
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-104Closed |
$4.05K - $4.37K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Stewardship Advisors, LLC
|
SELL
|
- |
-13- 0.18% |
$506 - $547
|
7.19K
$317K
|
|
| Q3 2021 | |||||||
|
Jan 25, 2022
Q3 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-67.2KClosed |
$2.57M - $2.73M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
250New |
$9.55K - $10.2K
|
250
$11K
|
|
|
Nov 12, 2021
Q3 2021
|
Delta Investment Management, LLC
|
SELL
|
- |
-205KClosed |
$7.83M - $8.34M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
325+ 6.0% |
$12.4K - $13.2K
|
5.74K
$253K
|
|
|
Nov 10, 2021
Q3 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
148KNew |
$5.64M - $6M
|
148K
$6.49M
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-20.1KClosed |
$766K - $816K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-5.77KClosed |
$220K - $235K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
SELL
|
- |
-19.7KClosed |
$754K - $803K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3.21KNew |
$123K - $130K
|
3.21K
$141K
|
|
|
Oct 22, 2021
Q3 2021
|
Beck Bode, LLC
|
SELL
|
- |
-231Closed |
$8.83K - $9.39K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
3.66KNew |
$140K - $149K
|
3.66K
$161K
|
|
|
Oct 20, 2021
Q3 2021
|
Emerson Wealth, LLC
|
SELL
|
- |
-46Closed |
$1.76K - $1.87K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-180KClosed |
$6.88M - $7.32M
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-540Closed |
$20.6K - $22K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 30, 2024
Q2 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
198New |
$7.69K - $8.42K
|
198
$8.71K
|
|
|
Aug 11, 2021
Q2 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-22KClosed |
$855K - $936K
|
0
$0
|
|