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 11, 2021
Q2 2021
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
25KNew |
$972K - $1.06M
|
25K
$1.1M
|
|
|
Aug 10, 2021
Q2 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-5.7KClosed |
$222K - $242K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-35Closed |
$1.36K - $1.49K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-23Closed |
$894 - $978
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-5.68KClosed |
$221K - $241K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-172Closed |
$6.68K - $7.31K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-1.33KClosed |
$51.6K - $56.5K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-437Closed |
$17K - $18.6K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Evanson Asset Management, LLC
|
SELL
|
- |
-8KClosed |
$311K - $340K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Ellevest, Inc.
|
SELL
|
- |
-64- 8.74% |
$2.49K - $2.72K
|
668
$29.4K
|
|
| Q1 2021 | |||||||
|
May 18, 2021
Q1 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
644New |
$20.9K - $25.7K
|
644
$28.3K
|
|
|
May 17, 2021
Q1 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-2.15KClosed |
$69.7K - $85.8K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-300Closed |
$9.72K - $12K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1Closed |
$32.4 - $39.9
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.11KNew |
$36K - $44.4K
|
1.11K
$48.9K
|
|
|
May 11, 2021
Q1 2021
|
Nvwm, LLC
|
SELL
|
- |
-1.1KClosed |
$35.6K - $43.9K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-127Closed |
$4.11K - $5.07K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-600Closed |
$19.4K - $24K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Key F Inancial Inc
|
BUY
|
- |
200New |
$6.48K - $7.98K
|
200
$8.8K
|
|
|
Apr 22, 2021
Q1 2021
|
Barber Financial Group, Inc.
|
SELL
|
- |
-29.8KClosed |
$966K - $1.19M
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-102Closed |
$3.3K - $4.07K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-26.6KClosed |
$718K - $907K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Rmr Wealth Builders
|
SELL
|
- |
-12.2KClosed |
$330K - $416K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1.05KClosed |
$28.4K - $35.8K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-11KClosed |
$298K - $376K
|
0
$0
|
|
|
Jan 14, 2021
Q4 2020
|
Curbstone Financial Management Corp
|
SELL
|
- |
-15.4KClosed |
$416K - $525K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-13.6KClosed |
$361K - $399K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-88.9KClosed |
$2.36M - $2.61M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-24.5KClosed |
$651K - $718K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-9.15KClosed |
$243K - $268K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Family Management Corp
New York, NY |
SELL
|
- |
-2.73KClosed |
$72.5K - $79.9K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
11KNew |
$293K - $323K
|
11K
$486K
|
|
|
Nov 10, 2020
Q3 2020
|
Arkadios Wealth Advisors
|
SELL
|
- |
-8Closed |
$213 - $234
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-31.1KClosed |
$826K - $911K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-208KClosed |
$5.53M - $6.1M
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-20KClosed |
$533K - $588K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Proffitt & Goodson Inc
|
SELL
|
- |
-5.15KClosed |
$137K - $151K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-525Closed |
$14K - $15.4K
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-8.2KClosed |
$218K - $240K
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-200Closed |
$5.32K - $5.86K
|
0
$0
|
|
|
Oct 09, 2020
Q3 2020
|
Cooper Financial Group
|
SELL
|
- |
-9.51KClosed |
$253K - $279K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-9.37KClosed |
$249K - $275K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-3.06K- 19.39% |
$70.2K - $98.4K
|
12.7K
$559K
|
|
|
Aug 18, 2020
Q2 2020
|
Wfa Of San Diego, LLC
|
BUY
|
- |
14.8KNew |
$340K - $477K
|
14.8K
$652K
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-100Closed |
$2.3K - $3.22K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-12.5KClosed |
$287K - $402K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-686Closed |
$15.8K - $22.1K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-5.96KClosed |
$137K - $192K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-670Closed |
$15.4K - $21.6K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-18.2KClosed |
$418K - $585K
|
0
$0
|
|