Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-21- 2.47% |
$800 - $870
|
830
$36.3K
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-8- 0.74% |
$305 - $331
|
1.08K
$47K
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-8- 1.4% |
$305 - $331
|
563
$24.6K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-75.7K- 30.77% |
$2.85M - $3.08M
|
170K
$7.44M
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-20.6K- 7.24% |
$776K - $838K
|
264K
$11.5M
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-17.3K- 45.64% |
$652K - $703K
|
20.6K
$899K
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-10.2K- 61.37% |
$383K - $413K
|
6.39K
$279K
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-2.85K- 32.31% |
$107K - $116K
|
5.97K
$261K
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1.5K- 99.87% |
$56.5K - $61K
|
2
$87.4
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-1.05K- 24.88% |
$39.6K - $42.7K
|
3.17K
$139K
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.04K- 16.27% |
$39K - $42.1K
|
5.33K
$233K
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-933- 58.98% |
$35.2K - $38K
|
649
$28.4K
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-794- 13.22% |
$29.9K - $32.3K
|
5.21K
$228K
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-710- 76.67% |
$26.8K - $28.9K
|
216
$9.44K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-600- 16.67% |
$22.6K - $24.4K
|
3K
$131K
|
|
May 16, 2024
Q1 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-558- 8.66% |
$21K - $22.7K
|
5.89K
$257K
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-532- 98.52% |
$20.1K - $21.7K
|
8
$350
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-312- 47.63% |
$11.8K - $12.7K
|
343
$15K
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-249- 2.75% |
$9.39K - $10.1K
|
8.8K
$385K
|
|
Apr 15, 2024
Q1 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-158- 0.67% |
$5.96K - $6.43K
|
23.5K
$1.03M
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-150- 1.8% |
$5.66K - $6.11K
|
8.2K
$358K
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-117- 29.1% |
$4.41K - $4.76K
|
285
$12.5K
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-90- 11.15% |
$3.39K - $3.66K
|
717
$31.3K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-64- 13.76% |
$2.41K - $2.61K
|
401
$17.5K
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-2- 0.03% |
$75.4 - $81.4
|
6.45K
$282K
|
|
Q4 2023 | |||||||
Feb 09, 2024
Q4 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-16.4K- 75.87% |
$540K - $653K
|
5.21K
$228K
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-10.1K- 70.83% |
$334K - $403K
|
4.17K
$182K
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-6.09K- 29.48% |
$201K - $243K
|
14.6K
$637K
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.52K- 29.64% |
$149K - $180K
|
10.7K
$469K
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-2.66K- 31.3% |
$87.7K - $106K
|
5.84K
$255K
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-2.25K- 11.28% |
$74.2K - $89.6K
|
17.7K
$773K
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.7K- 16.37% |
$55.9K - $67.6K
|
8.66K
$379K
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.4K- 17.3% |
$46.3K - $55.9K
|
6.7K
$293K
|
|
Mar 19, 2024
Q4 2023
|
Financial Life Advisors
|
SELL
|
- |
-1.19K- 9.52% |
$39.1K - $47.3K
|
11.3K
$492K
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-990- 29.69% |
$32.7K - $39.5K
|
2.35K
$102K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-733- 8.27% |
$24.2K - $29.2K
|
8.13K
$355K
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-500- 2.0% |
$16.5K - $19.9K
|
24.5K
$1.07M
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-405- 25.0% |
$13.4K - $16.2K
|
1.22K
$53.1K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-311- 0.37% |
$10.3K - $12.4K
|
83.1K
$3.63M
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-247- 0.73% |
$8.15K - $9.85K
|
33.7K
$1.47M
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-150- 20.0% |
$4.95K - $5.98K
|
600
$26.2K
|
|
Q3 2023 | |||||||
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-82K- 30.35% |
$2.85M - $3.19M
|
188K
$8.23M
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-36.3K- 84.85% |
$1.26M - $1.41M
|
6.48K
$283K
|
|
Nov 01, 2023
Q3 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-27.7K- 77.26% |
$962K - $1.08M
|
8.15K
$356K
|
|
Nov 15, 2023
Q3 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-7KClosed |
$243K - $272K
|
0
$0
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-6.75KClosed |
$235K - $262K
|
0
$0
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.32K- 4.75% |
$150K - $168K
|
86.5K
$3.78M
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.99K- 19.38% |
$69K - $77.1K
|
8.26K
$361K
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.9K- 14.2% |
$65.9K - $73.6K
|
11.5K
$501K
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.74K- 96.56% |
$60.4K - $67.5K
|
62
$2.71K
|