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 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.28KNew |
$251K - $288K
|
6.28K
$277K
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
1.67K+ 21.19% |
$66.5K - $76.4K
|
9.52K
$420K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.43KNew |
$177K - $203K
|
4.43K
$195K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
17.3KNew |
$692K - $795K
|
17.3K
$765K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-3.9K- 28.87% |
$156K - $179K
|
9.61K
$424K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
1.44KNew |
$57.3K - $65.8K
|
1.44K
$63.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
5+ 0.94% |
$200 - $229
|
538
$23.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
75.9K+ 6551.81% |
$3.03M - $3.48M
|
77K
$3.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
800New |
$32K - $36.7K
|
800
$35.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
7.15KNew |
$285K - $328K
|
7.15K
$315K
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
51.7K+ 185.32% |
$2.06M - $2.37M
|
79.5K
$3.51M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.05K+ 0.72% |
$42K - $48.2K
|
147K
$6.48M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
142+ 0.59% |
$5.67K - $6.51K
|
24.2K
$1.07M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.64K+ 6.59% |
$105K - $121K
|
42.6K
$1.88M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-107- 6.32% |
$4.27K - $4.91K
|
1.59K
$70K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
496New |
$19.8K - $22.7K
|
496
$21.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
241KNew |
$9.63M - $11.1M
|
241K
$10.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-949- 2.15% |
$37.9K - $43.5K
|
43.1K
$1.9M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.02KNew |
$200K - $230K
|
5.02K
$221K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-14.9K- 32.97% |
$595K - $683K
|
30.3K
$1.34M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
300New |
$12K - $13.8K
|
300
$13.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
5.73KNew |
$229K - $263K
|
5.73K
$253K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.74K- 11.83% |
$69.7K - $80K
|
13K
$574K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
4.56KNew |
$182K - $209K
|
4.56K
$201K
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
4.48KNew |
$179K - $205K
|
4.48K
$198K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
136+ 1.28% |
$5.43K - $6.24K
|
10.7K
$474K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-69- 0.96% |
$2.76K - $3.16K
|
7.11K
$314K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1K+ 2.21% |
$40.1K - $46K
|
46.5K
$2.05M
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
4.9KNew |
$196K - $225K
|
4.9K
$216K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
6.06KNew |
$242K - $278K
|
6.06K
$267K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 2.44% |
$40 - $45.9
|
42
$1.85K
|
|
|
Oct 28, 2024
Q3 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-33- 0.09% |
$1.32K - $1.51K
|
35.9K
$1.59M
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
461New |
$18.4K - $21.1K
|
461
$20.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Ami Asset Management Corp
|
BUY
|
- |
12KNew |
$481K - $552K
|
12K
$531K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
10.9KNew |
$437K - $501K
|
10.9K
$483K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-84- 0.55% |
$3.36K - $3.85K
|
15.1K
$668K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
4.7KNew |
$188K - $216K
|
4.7K
$208K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
5.53KNew |
$221K - $254K
|
5.53K
$244K
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
93+ 0.9% |
$3.72K - $4.26K
|
10.4K
$459K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
5.62K+ 7.49% |
$225K - $258K
|
80.6K
$3.56M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.92K- 10.3% |
$76.7K - $88.1K
|
16.7K
$738K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
235+ 78.07% |
$9.39K - $10.8K
|
536
$23.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
BUY
|
- |
1.72K+ 13.02% |
$68.5K - $78.6K
|
14.9K
$657K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
4K+ 217.16% |
$160K - $183K
|
5.84K
$258K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
103New |
$4.11K - $4.72K
|
103
$4.55K
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
4.74KNew |
$190K - $218K
|
4.74K
$209K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
4.68KNew |
$187K - $215K
|
4.68K
$207K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.29K- 3.93% |
$251K - $288K
|
154K
$6.78M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
143K+ 129.15% |
$5.73M - $6.58M
|
255K
$11.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.59KNew |
$183K - $210K
|
4.59K
$202K
|