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
|
Townsend Asset Management Corp
|
BUY
|
- |
15+ 1.28% |
$645 - $710
|
1.19K
$52K
|
|
|
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
$412K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-442- 4.52% |
$19K - $20.9K
|
9.34K
$409K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-87.9K- 10.15% |
$3.78M - $4.16M
|
778K
$34.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
9.56KNew |
$411K - $452K
|
9.56K
$419K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.57K- 25.28% |
$110K - $121K
|
7.58K
$332K
|
|
|
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
$425K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7.5KNew |
$322K - $355K
|
7.5K
$328K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
5.96KNew |
$256K - $282K
|
5.96K
$261K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-3.11K- 14.14% |
$134K - $147K
|
18.9K
$828K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.7K+ 65.22% |
$159K - $175K
|
9.37K
$410K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.5MNew |
$64.5M - $70.9M
|
1.5M
$65.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-600- 85.71% |
$25.8K - $28.4K
|
100
$4.38K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
9.85K+ 6.85% |
$424K - $466K
|
154K
$6.73M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-109- 1.74% |
$4.69K - $5.16K
|
6.16K
$270K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
16.2KNew |
$699K - $769K
|
16.2K
$711K
|
|
|
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
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
39+ 0.59% |
$1.68K - $1.85K
|
6.63K
$290K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
8.25K+ 87.94% |
$355K - $391K
|
17.6K
$772K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.67KNew |
$201K - $221K
|
4.67K
$204K
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
6.86KNew |
$295K - $325K
|
6.86K
$300K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
629+ 1.1% |
$27.1K - $29.8K
|
57.7K
$2.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
3.01K+ 1.61% |
$130K - $143K
|
191K
$8.34M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8+ 0.1% |
$344 - $379
|
8.15K
$357K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
15.6K+ 218.5% |
$669K - $736K
|
22.7K
$993K
|
|
|
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
|
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
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.99K+ 155.38% |
$301K - $331K
|
11.5K
$503K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-560- 10.34% |
$24.1K - $26.5K
|
4.86K
$213K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-5.78K- 9.71% |
$249K - $274K
|
53.8K
$2.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
3New |
$129 - $142
|
3
$131
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.29K- 2.28% |
$185K - $203K
|
184K
$8.05M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
15.2K+ 43.66% |
$652K - $717K
|
49.9K
$2.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.26K- 16.98% |
$226K - $249K
|
25.7K
$1.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.59K- 9.16% |
$412K - $454K
|
95.1K
$4.16M
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1.24K- 1.91% |
$53.2K - $58.5K
|
63.7K
$2.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.66K+ 11.84% |
$114K - $126K
|
25.1K
$1.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
181K+ 139.99% |
$7.81M - $8.59M
|
311K
$13.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
164+ 24.89% |
$7.06K - $7.76K
|
823
$36K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
2.08K+ 26.38% |
$89.3K - $98.2K
|
9.94K
$435K
|
|
|
Jan 30, 2025
Q4 2024
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-1.08K- 11.03% |
$46.3K - $50.9K
|
8.68K
$380K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-241K- 89.86% |
$10.4M - $11.4M
|
27.2K
$1.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
28.2KNew |
$1.22M - $1.34M
|
28.2K
$1.24M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
254+ 1.69% |
$10.9K - $12K
|
15.3K
$669K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-5.62K- 9.53% |
$242K - $266K
|
53.4K
$2.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
1.77KNew |
$76K - $83.6K
|
1.77K
$77.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-1.79K- 19.54% |
$76.8K - $84.5K
|
7.35K
$322K
|