Latest Institutional Purchases of Spdr Portfolio S&P 500 High Di (SPYD)
This list provides information on the latest institutional transactions involving Spdr Portfolio S&P 500 High Di (SPYD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
19.7K+ 1836.85% |
$831K - $889K
|
20.8K
$855K
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
16.2KNew |
$682K - $731K
|
16.2K
$666K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.58K+ 7.35% |
$404K - $433K
|
140K
$5.76M
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
9.1KNew |
$384K - $411K
|
9.1K
$375K
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.28KNew |
$265K - $284K
|
6.28K
$259K
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.52K+ 2.7% |
$106K - $114K
|
95.9K
$3.95M
|
|
Apr 09, 2025
Q1 2025
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
2.23K+ 1.15% |
$94.1K - $101K
|
197K
$8.1M
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.13K+ 9.89% |
$47.7K - $51K
|
12.6K
$517K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
600+ 387.1% |
$25.3K - $27.1K
|
755
$31.1K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
573New |
$24.2K - $25.9K
|
573
$23.6K
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
567+ 2.01% |
$23.9K - $25.6K
|
28.8K
$1.19M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
549+ 6.82% |
$23.2K - $24.8K
|
8.6K
$354K
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
490New |
$20.7K - $22.1K
|
490
$20.2K
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
342+ 173.6% |
$14.4K - $15.4K
|
539
$22.2K
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
314+ 0.7% |
$13.2K - $14.2K
|
45K
$1.86M
|
|
Apr 15, 2025
Q1 2025
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
223+ 2.57% |
$9.41K - $10.1K
|
8.91K
$367K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
170+ 3.2% |
$7.17K - $7.68K
|
5.49K
$226K
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
169+ 0.73% |
$7.13K - $7.63K
|
23.3K
$959K
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
150+ 0.22% |
$6.33K - $6.77K
|
68.3K
$2.81M
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
117+ 0.41% |
$4.94K - $5.28K
|
28.6K
$1.18M
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
103+ 0.95% |
$4.34K - $4.65K
|
11K
$451K
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
36+ 0.36% |
$1.52K - $1.63K
|
10.1K
$415K
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
30+ 60.0% |
$1.27K - $1.35K
|
80
$3.3K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
29+ 0.44% |
$1.22K - $1.31K
|
6.66K
$274K
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
18+ 0.38% |
$759 - $813
|
4.79K
$197K
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
13+ 0.25% |
$548 - $587
|
5.32K
$219K
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
11+ 0.06% |
$464 - $497
|
18.4K
$759K
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
5+ 0.05% |
$211 - $226
|
10.4K
$428K
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 10.0% |
$42.2 - $45.2
|
11
$453
|
|
Q4 2024 | |||||||
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.5MNew |
$64.5M - $70.9M
|
1.5M
$61.7M
|
|
Feb 14, 2025
Q4 2024
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
690K+ 33.66% |
$29.7M - $32.7M
|
2.74M
$113M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
437KNew |
$18.8M - $20.7M
|
437K
$18M
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
239KNew |
$10.3M - $11.3M
|
239K
$9.86M
|
|
Feb 14, 2025
Q4 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
218KNew |
$9.37M - $10.3M
|
218K
$8.98M
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
181K+ 139.99% |
$7.81M - $8.59M
|
311K
$12.8M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
179K+ 40.45% |
$7.72M - $8.49M
|
623K
$25.7M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
156K+ 4.27% |
$6.71M - $7.38M
|
3.81M
$157M
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
110K+ 60.4% |
$4.73M - $5.2M
|
292K
$12M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
91.1K+ 38.93% |
$3.92M - $4.31M
|
325K
$13.4M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
90.6K+ 2.97% |
$3.9M - $4.29M
|
3.14M
$130M
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
83.6KNew |
$3.6M - $3.95M
|
83.6K
$3.44M
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
74.7KNew |
$3.22M - $3.54M
|
74.7K
$3.08M
|
|
Mar 06, 2025
Q4 2024
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
74.1KNew |
$3.19M - $3.51M
|
74.1K
$3.05M
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
BUY
|
- |
52.6K+ 31.56% |
$2.26M - $2.49M
|
219K
$9.04M
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
51.3K+ 84.65% |
$2.21M - $2.43M
|
112K
$4.61M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
48.8K+ 6.67% |
$2.1M - $2.31M
|
781K
$32.2M
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
46.8K+ 72.81% |
$2.02M - $2.22M
|
111K
$4.58M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
46.7K+ 8.33% |
$2.01M - $2.21M
|
607K
$25M
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
42.2KNew |
$1.81M - $2M
|
42.2K
$1.74M
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
40.3K+ 112.33% |
$1.73M - $1.91M
|
76.2K
$3.14M
|