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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
573New |
$22.2K - $25.4K
|
573
$24.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
300New |
$11.6K - $13.3K
|
300
$12.9K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
285+ 19.86% |
$11.1K - $12.6K
|
1.72K
$73.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
255+ 2.53% |
$9.9K - $11.3K
|
10.3K
$444K
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
254+ 0.99% |
$9.86K - $11.2K
|
26K
$1.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Lynch Asset Management, Inc.
|
BUY
|
- |
250New |
$9.7K - $11.1K
|
250
$10.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
214+ 0.28% |
$8.31K - $9.48K
|
76.3K
$3.28M
|
|
|
Aug 06, 2025
Q2 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
161+ 1.78% |
$6.25K - $7.13K
|
9.22K
$396K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
141New |
$5.47K - $6.24K
|
141
$6.06K
|
|
|
Aug 11, 2025
Q2 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
127+ 2.35% |
$4.93K - $5.62K
|
5.53K
$237K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
105New |
$4.08K - $4.65K
|
105
$4.51K
|
|
|
Jul 31, 2025
Q2 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
80+ 0.86% |
$3.1K - $3.54K
|
9.39K
$403K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
40New |
$1.55K - $1.77K
|
40
$1.72K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
35+ 52.24% |
$1.36K - $1.55K
|
102
$4.38K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
30+ 37.5% |
$1.16K - $1.33K
|
110
$4.73K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
30+ 0.42% |
$1.16K - $1.33K
|
7.15K
$307K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
14+ 0.09% |
$543 - $620
|
16.1K
$691K
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1+ 5.56% |
$38.8 - $44.3
|
19
$816
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 2.38% |
$38.8 - $44.3
|
43
$1.85K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
108KNew |
$4.55M - $4.87M
|
108K
$4.64M
|
|
|
May 07, 2025
Q1 2025
|
Gunma Bank,Ltd.
|
BUY
|
- |
50.4K+ 69.99% |
$2.13M - $2.28M
|
122K
$5.26M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
21.7KNew |
$915K - $980K
|
21.7K
$932K
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
5KNew |
$211K - $226K
|
5K
$215K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
4.97KNew |
$210K - $224K
|
4.97K
$213K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.89KNew |
$122K - $131K
|
2.89K
$124K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
2.14K+ 121.06% |
$90.2K - $96.6K
|
3.9K
$168K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
1.87K+ 18.84% |
$79K - $84.6K
|
11.8K
$508K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.65KNew |
$69.5K - $74.4K
|
1.65K
$70.8K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
1.16K+ 12.13% |
$48.7K - $52.2K
|
10.7K
$459K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.08K+ 15.84% |
$45.6K - $48.9K
|
7.91K
$340K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1K+ 21.37% |
$42.2K - $45.2K
|
5.68K
$244K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
550New |
$23.2K - $24.8K
|
550
$23.6K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
405+ 54.36% |
$17.1K - $18.3K
|
1.15K
$49.4K
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
315+ 5.11% |
$13.3K - $14.2K
|
6.48K
$278K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
271New |
$11.4K - $12.2K
|
271
$11.6K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
270New |
$11.4K - $12.2K
|
270
$11.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
188New |
$7.93K - $8.49K
|
188
$8.08K
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
137New |
$5.78K - $6.19K
|
137
$5.89K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
109New |
$4.6K - $4.92K
|
109
$4.68K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
103New |
$4.34K - $4.65K
|
103
$4.43K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
100New |
$4.22K - $4.52K
|
100
$4.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
52+ 1.11% |
$2.19K - $2.35K
|
4.72K
$203K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
45+ 0.95% |
$1.9K - $2.03K
|
4.8K
$206K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
41New |
$1.73K - $1.85K
|
41
$1.76K
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
BUY
|
- |
25+ 208.33% |
$1.05K - $1.13K
|
37
$1.59K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
15New |
$633 - $677
|
15
$645
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
14+ 0.29% |
$591 - $632
|
4.87K
$209K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
7+ 0.91% |
$295 - $316
|
773
$33.2K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
218KNew |
$9.37M - $10.3M
|
218K
$9.36M
|
|