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 04, 2020
Q2 2020
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
228New |
$5.24K - $7.34K
|
228
$9.97K
|
|
|
Jul 29, 2020
Q2 2020
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-8.68KClosed |
$199K - $279K
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
Private Ocean, LLC
|
SELL
|
- |
-150Closed |
$3.45K - $4.83K
|
0
$0
|
|
|
Jul 13, 2020
Q2 2020
|
Cordasco Financial Network
|
SELL
|
- |
-263Closed |
$6.04K - $8.46K
|
0
$0
|
|
|
Jul 09, 2020
Q2 2020
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-59.8KClosed |
$1.37M - $1.92M
|
0
$0
|
|
|
Jul 08, 2020
Q2 2020
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-29.6KClosed |
$681K - $953K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-56.7KClosed |
$1.19M - $2.26M
|
0
$0
|
|
|
Sep 08, 2021
Q1 2020
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-8.71KClosed |
$183K - $347K
|
0
$0
|
|
|
Aug 14, 2020
Q1 2020
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-12.6KClosed |
$265K - $503K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-5.28KClosed |
$111K - $210K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-24.7KClosed |
$519K - $986K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.03KClosed |
$21.7K - $41.2K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-16KClosed |
$335K - $637K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-15.4KClosed |
$324K - $615K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-26.9KClosed |
$565K - $1.07M
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
E Rn Financial, LLC
|
SELL
|
- |
-32.1KClosed |
$674K - $1.28M
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-21.8KClosed |
$458K - $869K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-106Closed |
$2.23K - $4.23K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-8.31KClosed |
$175K - $332K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Vigilare Wealth Management
|
SELL
|
- |
-14.3KClosed |
$302K - $572K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-5.2KClosed |
$109K - $207K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Valmark Advisers, Inc.
|
SELL
|
- |
-17.5KClosed |
$367K - $696K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-6.1KClosed |
$128K - $243K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.18KClosed |
$24.7K - $46.9K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
American Investment Services, Inc.
|
SELL
|
- |
-12.4KClosed |
$260K - $494K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Executive Wealth Management, LLC
|
SELL
|
- |
-42.5KClosed |
$894K - $1.7M
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-849Closed |
$17.8K - $33.9K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Crumly & Associates Inc.
|
SELL
|
- |
-21.3KClosed |
$448K - $850K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Tranquility Partners, LLC
|
SELL
|
- |
-8.09KClosed |
$170K - $323K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-25.7KClosed |
$541K - $1.03M
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.11KClosed |
$107K - $204K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-6.87KClosed |
$144K - $274K
|
0
$0
|
|
|
Apr 15, 2020
Q1 2020
|
Allen Capital Group, LLC
|
SELL
|
- |
-18.5KClosed |
$389K - $738K
|
0
$0
|
|
|
Apr 10, 2020
Q1 2020
|
Lantz Financial LLC
|
SELL
|
- |
-35.2KClosed |
$739K - $1.4M
|
0
$0
|
|
|
Apr 10, 2020
Q1 2020
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-100KClosed |
$2.1M - $3.99M
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-174KClosed |
$3.66M - $6.95M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 07, 2020
Q4 2019
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-654Closed |
$23.8K - $25.9K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-8.17KClosed |
$298K - $324K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.31KClosed |
$47.8K - $52K
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-44KClosed |
$1.6M - $1.74M
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-100Closed |
$3.65K - $3.96K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-4Closed |
$146 - $158
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-28.6KClosed |
$1.08M - $1.11M
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-3.33KClosed |
$125K - $129K
|
0
$0
|
|
|
Nov 04, 2019
Q3 2019
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-7.07KClosed |
$266K - $275K
|
0
$0
|
|
|
Oct 29, 2019
Q3 2019
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-100Closed |
$3.76K - $3.88K
|
0
$0
|
|
|
Oct 11, 2019
Q3 2019
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-7.04KClosed |
$265K - $274K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Nov 06, 2023
Q2 2019
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
4New |
N/A
|
4
$175
|
|
|
Aug 19, 2019
Q2 2019
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-16.7KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
8.16KNew |
N/A
|
8.16K
$356K
|
|