Purchases and Sales Made in Q3 2024 in Spdr Portfolio S&P 500 High Di (SPYD)
This table provides information about the institutional ownership of Spdr Portfolio S&P 500 High Di (SPYD) during Q3 2024. The information is specifically focused on institutions that hold shares of SPDR PORTFOLIO S&P 500 HIGH DI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
21+ 0.39% |
$839 - $963
|
5.42K
$237K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
21+ 0.37% |
$839 - $963
|
5.74K
$251K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
18+ 0.09% |
$719 - $825
|
20.6K
$901K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
18+ 0.32% |
$719 - $825
|
5.58K
$244K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
15+ 0.19% |
$599 - $688
|
7.88K
$344K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
15+ 0.28% |
$599 - $688
|
5.35K
$234K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
13+ 0.23% |
$519 - $596
|
5.69K
$249K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
12+ 1.03% |
$479 - $550
|
1.17K
$51.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
8+ 0.07% |
$320 - $367
|
10.7K
$468K
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
7+ 0.04% |
$280 - $321
|
19K
$831K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
7+ 0.17% |
$280 - $321
|
4.07K
$178K
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
6+ 0.06% |
$240 - $275
|
10.3K
$451K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5+ 0.69% |
$200 - $229
|
731
$32K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
5+ 0.01% |
$200 - $229
|
43.1K
$1.88M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5+ 0.06% |
$200 - $229
|
8.14K
$356K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
5+ 0.94% |
$200 - $229
|
538
$23.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4+ 0.03% |
$160 - $183
|
13.3K
$580K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3+ 0.2% |
$120 - $138
|
1.5K
$65.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
2+ 0.02% |
$79.9 - $91.7
|
12.3K
$539K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2+ 0.04% |
$79.9 - $91.7
|
5.49K
$240K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1+ 0.01% |
$40 - $45.9
|
11.7K
$513K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 5.26% |
$40 - $45.9
|
20
$874
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1+ 1.92% |
$40 - $45.9
|
53
$2.32K
|
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
BUY
|
- |
1+ 0.01% |
$40 - $45.9
|
19K
$831K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 2.44% |
$40 - $45.9
|
42
$1.84K
|
|
|
Oct 15, 2024
Q3 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-6- 0.02% |
$240 - $275
|
30.5K
$1.33M
|
|
|
Nov 07, 2024
Q3 2024
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-15- 0.09% |
$599 - $688
|
17.3K
$755K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-15- 0.09% |
$599 - $688
|
15.8K
$693K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-20- 0.28% |
$799 - $917
|
7.16K
$313K
|
|
|
Oct 28, 2024
Q3 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-33- 0.09% |
$1.32K - $1.51K
|
35.9K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-36- 0.71% |
$1.44K - $1.65K
|
5K
$219K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-36- 0.14% |
$1.44K - $1.65K
|
25.7K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-44- 0.84% |
$1.76K - $2.02K
|
5.19K
$227K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-45- 0.21% |
$1.8K - $2.06K
|
21.2K
$925K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-45- 33.83% |
$1.8K - $2.06K
|
88
$3.85K
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-62- 0.67% |
$2.48K - $2.84K
|
9.14K
$400K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-69- 0.96% |
$2.76K - $3.16K
|
7.11K
$311K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-84- 0.55% |
$3.36K - $3.85K
|
15.1K
$661K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-107- 6.32% |
$4.27K - $4.91K
|
1.59K
$69.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-120- 1.88% |
$4.79K - $5.5K
|
6.27K
$274K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-125- 15.15% |
$4.99K - $5.73K
|
700
$30.6K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-127- 99.22% |
$5.07K - $5.82K
|
1
$43.7
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-149- 0.95% |
$5.95K - $6.83K
|
15.5K
$677K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-150- 2.82% |
$5.99K - $6.88K
|
5.17K
$226K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-153- 1.1% |
$6.11K - $7.02K
|
13.7K
$601K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-158- 6.19% |
$6.31K - $7.25K
|
2.39K
$105K
|
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-288- 10.71% |
$11.5K - $13.2K
|
2.4K
$105K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-300- 5.32% |
$12K - $13.8K
|
5.34K
$233K
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-310- 5.66% |
$12.4K - $14.2K
|
5.16K
$226K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-328- 0.41% |
$13.1K - $15K
|
79.3K
$3.47M
|