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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
572+ 0.75% |
$24.6K - $27.1K
|
77.3K
$3.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4+ 0.02% |
$172 - $189
|
25.6K
$1.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
720+ 1.07% |
$31K - $34.1K
|
68.1K
$2.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-5.62K- 36.3% |
$242K - $266K
|
9.86K
$431K
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-4.25K- 13.57% |
$183K - $201K
|
27.1K
$1.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
BUY
|
- |
52.6K+ 31.56% |
$2.26M - $2.49M
|
219K
$9.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.42K+ 3.39% |
$60.9K - $67K
|
43.2K
$1.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
83.6KNew |
$3.6M - $3.95M
|
83.6K
$3.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.91K+ 13.66% |
$82.3K - $90.5K
|
15.9K
$696K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
4.76K+ 5.81% |
$205K - $225K
|
86.8K
$3.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
BUY
|
- |
1K+ 19.18% |
$43K - $47.3K
|
6.22K
$272K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-41- 0.62% |
$1.76K - $1.94K
|
6.54K
$286K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
961New |
$41.3K - $45.5K
|
961
$42K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-154K- 28.9% |
$6.63M - $7.3M
|
379K
$16.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
437KNew |
$18.8M - $20.7M
|
437K
$19.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-14.3K- 57.06% |
$617K - $679K
|
10.8K
$472K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
15+ 1.28% |
$645 - $710
|
1.19K
$51.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
7.19K+ 13.11% |
$309K - $340K
|
62K
$2.71M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-1.53K- 13.98% |
$65.8K - $72.4K
|
9.41K
$411K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-442- 4.52% |
$19K - $20.9K
|
9.34K
$408K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-87.9K- 10.15% |
$3.78M - $4.16M
|
778K
$34M
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
9.56KNew |
$411K - $452K
|
9.56K
$418K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.57K- 25.28% |
$110K - $121K
|
7.58K
$331K
|
|
|
Feb 05, 2025
Q4 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-595- 5.8% |
$25.6K - $28.2K
|
9.67K
$423K
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-1.02K- 9.48% |
$43.7K - $48K
|
9.7K
$424K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.5MNew |
$64.5M - $70.9M
|
1.5M
$65.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.7K+ 65.22% |
$159K - $175K
|
9.37K
$409K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-3.11K- 14.14% |
$134K - $147K
|
18.9K
$827K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
5.96KNew |
$256K - $282K
|
5.96K
$260K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7.5KNew |
$322K - $355K
|
7.5K
$328K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-600- 85.71% |
$25.8K - $28.4K
|
100
$4.37K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
9.85K+ 6.85% |
$424K - $466K
|
154K
$6.72M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-109- 1.74% |
$4.69K - $5.16K
|
6.16K
$269K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
39+ 0.59% |
$1.68K - $1.85K
|
6.63K
$290K
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
6.86KNew |
$295K - $325K
|
6.86K
$300K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
16.2KNew |
$699K - $769K
|
16.2K
$710K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-498- 0.63% |
$21.4K - $23.6K
|
78.9K
$3.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
8.25K+ 87.94% |
$355K - $391K
|
17.6K
$771K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.67KNew |
$201K - $221K
|
4.67K
$204K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.42K+ 11.74% |
$104K - $115K
|
23K
$1.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.3K- 4.2% |
$55.9K - $61.5K
|
29.7K
$1.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
15.6K+ 218.5% |
$669K - $736K
|
22.7K
$991K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8+ 0.1% |
$344 - $379
|
8.15K
$356K
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
3.01K+ 1.61% |
$130K - $143K
|
191K
$8.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
50New |
$2.15K - $2.37K
|
50
$2.19K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
629+ 1.1% |
$27.1K - $29.8K
|
57.7K
$2.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
3New |
$129 - $142
|
3
$131
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.59K- 9.16% |
$412K - $454K
|
95.1K
$4.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.26K- 16.98% |
$226K - $249K
|
25.7K
$1.12M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
15.2K+ 43.66% |
$652K - $717K
|
49.9K
$2.18M
|