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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.86K+ 14.78% |
$78.9K - $83.7K
|
14.4K
$620K
|
|
|
Oct 17, 2025
Q3 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
44+ 4.6% |
$1.87K - $1.98K
|
1K
$43K
|
|
|
Oct 17, 2025
Q3 2025
|
Kw Wealth Management LLC
Sacramento, CA |
BUY
|
- |
5.82KNew |
$247K - $262K
|
5.82K
$250K
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
2.27K+ 4.96% |
$96.1K - $102K
|
47.9K
$2.06M
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-390- 1.32% |
$16.5K - $17.6K
|
29.2K
$1.26M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
215New |
$9.12K - $9.69K
|
215
$9.24K
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
34.4K+ 7.63% |
$1.46M - $1.55M
|
485K
$20.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Sws Partners
|
BUY
|
- |
25.2K+ 11.52% |
$1.07M - $1.13M
|
244K
$10.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
564+ 1.79% |
$23.9K - $25.4K
|
32K
$1.38M
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-262- 95.27% |
$11.1K - $11.8K
|
13
$559
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-21.1K- 57.01% |
$897K - $952K
|
15.9K
$685K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-41- 0.22% |
$1.74K - $1.85K
|
18.7K
$804K
|
|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
2.1K+ 9.0% |
$89.2K - $94.7K
|
25.5K
$1.09M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.26K- 14.07% |
$53.2K - $56.5K
|
7.67K
$329K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-51- 0.83% |
$2.16K - $2.3K
|
6.12K
$263K
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
92+ 1.79% |
$3.9K - $4.14K
|
5.24K
$225K
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
BUY
|
- |
500+ 0.59% |
$21.2K - $22.5K
|
85.2K
$3.66M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.31K+ 1.5% |
$55.6K - $59.1K
|
88.5K
$3.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
30.2K+ 19.41% |
$1.28M - $1.36M
|
186K
$8M
|
|
|
Oct 15, 2025
Q3 2025
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
7.45KNew |
$316K - $336K
|
7.45K
$320K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-3.98K- 37.12% |
$169K - $179K
|
6.75K
$290K
|
|
|
Oct 14, 2025
Q3 2025
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
SELL
|
- |
-4.32K- 15.74% |
$183K - $195K
|
23.2K
$995K
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
139+ 0.48% |
$5.9K - $6.26K
|
29.3K
$1.26M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-743- 2.19% |
$31.5K - $33.5K
|
33.2K
$1.43M
|
|
|
Oct 14, 2025
Q3 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
3.62K+ 20.41% |
$153K - $163K
|
21.3K
$916K
|
|
|
Oct 14, 2025
Q3 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-5.05K- 29.78% |
$214K - $228K
|
11.9K
$512K
|
|
|
Oct 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
642+ 1.32% |
$27.2K - $28.9K
|
49.3K
$2.12M
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-64- 0.52% |
$2.72K - $2.88K
|
12.3K
$528K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-5- 45.45% |
$212 - $225
|
6
$258
|
|
|
Oct 10, 2025
Q3 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.15K- 6.24% |
$48.6K - $51.6K
|
17.2K
$739K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-346- 61.57% |
$14.7K - $15.6K
|
216
$9.28K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
94+ 1.13% |
$3.99K - $4.23K
|
8.44K
$363K
|
|
|
Oct 09, 2025
Q3 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
41.1K+ 626.57% |
$1.75M - $1.85M
|
47.7K
$2.05M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-436- 8.0% |
$18.5K - $19.6K
|
5.02K
$216K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.74K+ 1.25% |
$73.9K - $78.5K
|
141K
$6.04M
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
3.78K+ 11.5% |
$160K - $170K
|
36.6K
$1.57M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
430+ 77.48% |
$18.2K - $19.4K
|
985
$42.3K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
7.63K+ 7.58% |
$324K - $344K
|
108K
$4.65M
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
SELL
|
- |
-2.63K- 12.08% |
$111K - $118K
|
19.1K
$821K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-536- 3.34% |
$22.7K - $24.1K
|
15.5K
$666K
|
|
|
Oct 07, 2025
Q3 2025
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-3.67K- 1.86% |
$156K - $165K
|
193K
$8.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
21+ 0.44% |
$891 - $946
|
4.84K
$208K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-3.14K- 17.5% |
$133K - $142K
|
14.8K
$636K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
2+ 0.0% |
$84.9 - $90.1
|
109K
$4.67M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
7.03K+ 6.01% |
$298K - $317K
|
124K
$5.33M
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1+ 0.02% |
$42.4 - $45.1
|
6.44K
$277K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-59.5K- 11.29% |
$2.31M - $2.63M
|
467K
$20.1M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.74K- 12.86% |
$67.5K - $77K
|
11.8K
$507K
|
|
|
Oct 15, 2025
Q2 2025
|
Peterson Wealth Management
|
BUY
|
- |
121KNew |
$4.7M - $5.36M
|
121K
$5.2M
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1+ 5.56% |
$38.8 - $44.3
|
19
$816
|
|