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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 1.11% |
$106 - $130
|
274
$11.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
873+ 10.71% |
$31K - $37.9K
|
9.03K
$388K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
19.8KNew |
$701K - $857K
|
19.8K
$849K
|
|
|
Nov 14, 2022
Q3 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
13.4KNew |
$475K - $581K
|
13.4K
$576K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-88- 3.76% |
$3.12K - $3.82K
|
2.26K
$96.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
BUY
|
- |
8.54K+ 47.97% |
$303K - $371K
|
26.3K
$1.13M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
3.07K+ 19.26% |
$109K - $133K
|
19K
$817K
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
12.7KNew |
$451K - $551K
|
12.7K
$546K
|
|
|
Nov 09, 2022
Q3 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.6KNew |
$56.8K - $69.4K
|
1.6K
$68.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
SELL
|
- |
-23- 33.82% |
$816 - $998
|
45
$1.93K
|
|
|
Nov 07, 2022
Q3 2022
|
Tevis Investment Management
|
BUY
|
- |
236+ 8.97% |
$8.37K - $10.2K
|
2.87K
$123K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.06K- 60.84% |
$37.6K - $46K
|
683
$29.3K
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
119KNew |
$4.21M - $5.15M
|
119K
$5.1M
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
54+ 11.79% |
$1.92K - $2.34K
|
512
$22K
|
|
|
Oct 19, 2022
Q3 2022
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-4.41K- 6.76% |
$156K - $191K
|
60.8K
$2.61M
|
|
|
Oct 13, 2022
Q3 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-508- 0.66% |
$18K - $22K
|
76.8K
$3.3M
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
1.24KNew |
$43.8K - $53.6K
|
1.24K
$53.1K
|
|
|
Oct 13, 2022
Q3 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
6.51KNew |
$231K - $282K
|
6.51K
$280K
|
|
|
Oct 13, 2022
Q3 2022
|
Schwab Charitable Fund
|
BUY
|
- |
1.3K+ 5.62% |
$45.9K - $56.2K
|
24.3K
$1.05M
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
250New |
$8.87K - $10.8K
|
250
$10.7K
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
281New |
$9.97K - $12.2K
|
281
$12.1K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.21KClosed |
$46.6K - $54.8K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
521+ 10.45% |
$20.1K - $23.7K
|
5.51K
$237K
|
|
|
Aug 15, 2022
Q2 2022
|
Vericrest Private Wealth
Newtown, PA |
BUY
|
- |
2.24K+ 13.25% |
$86.7K - $102K
|
19.2K
$824K
|
|
|
Aug 15, 2022
Q2 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
16.1KNew |
$622K - $732K
|
16.1K
$692K
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-9.63KClosed |
$372K - $438K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
31.8KNew |
$1.23M - $1.45M
|
31.8K
$1.37M
|
|
|
Aug 12, 2022
Q2 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-13.4KClosed |
$518K - $609K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
11.3K+ 196.04% |
$438K - $515K
|
17.1K
$735K
|
|
|
Aug 12, 2022
Q2 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-149Closed |
$5.76K - $6.77K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
511+ 5110.0% |
$19.7K - $23.2K
|
521
$22.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-9.5KClosed |
$367K - $432K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-10.5KClosed |
$404K - $475K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
6KNew |
$232K - $273K
|
6K
$258K
|
|
|
Aug 11, 2022
Q2 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-50Closed |
$1.93K - $2.27K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.37KNew |
$52.9K - $62.2K
|
1.37K
$58.8K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
599New |
$23.1K - $27.2K
|
599
$25.7K
|
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-240- 3.4% |
$9.27K - $10.9K
|
6.83K
$293K
|
|
|
Aug 03, 2022
Q2 2022
|
Smithbridge Asset Management Inc
|
BUY
|
- |
25.8KNew |
$999K - $1.17M
|
25.8K
$1.11M
|
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.91KNew |
$228K - $269K
|
5.91K
$254K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
90New |
$3.48K - $4.09K
|
90
$3.87K
|
|
|
Aug 01, 2022
Q2 2022
|
Empowered Funds, LLC
|
BUY
|
- |
21.7KNew |
$839K - $987K
|
21.7K
$933K
|
|
|
Aug 01, 2022
Q2 2022
|
Wespac Advisors, LLC
|
SELL
|
- |
-17.4KClosed |
$673K - $792K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.12K+ 176.69% |
$43.3K - $51K
|
1.76K
$75.5K
|
|
|
Jul 26, 2022
Q2 2022
|
Strategic Equity Management
|
BUY
|
- |
103KNew |
$3.97M - $4.67M
|
103K
$4.42M
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
1.16KNew |
$44.8K - $52.7K
|
1.16K
$49.8K
|
|
|
Jul 18, 2022
Q2 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
61.1KNew |
$2.36M - $2.78M
|
61.1K
$2.62M
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-900Closed |
$34.8K - $40.9K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-481KClosed |
$18.6M - $21.9M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Investments, LLC
|
SELL
|
- |
-400Closed |
$15.5K - $18.2K
|
0
$0
|
|