Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.1K+ 4.38% |
$219K - $241K
|
121K
$5.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
4.97KNew |
$214K - $235K
|
4.97K
$219K
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.89KNew |
$210K - $231K
|
4.89K
$215K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
4.76K+ 5.81% |
$205K - $225K
|
86.8K
$3.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.76KNew |
$205K - $225K
|
4.76K
$209K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.73KNew |
$204K - $224K
|
4.73K
$208K
|
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
BUY
|
- |
4.69KNew |
$202K - $222K
|
4.69K
$206K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
4.68KNew |
$201K - $221K
|
4.68K
$206K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.67KNew |
$201K - $221K
|
4.67K
$205K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.45K+ 2.63% |
$191K - $210K
|
174K
$7.65M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
4.17K+ 44.4% |
$179K - $197K
|
13.6K
$597K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.94K+ 12.87% |
$169K - $186K
|
34.5K
$1.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3.82K+ 73.63% |
$164K - $181K
|
9.02K
$397K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.79K+ 43.41% |
$163K - $179K
|
12.5K
$551K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.73K+ 20.32% |
$161K - $177K
|
22.1K
$973K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.7K+ 65.22% |
$159K - $175K
|
9.37K
$412K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3.66K+ 2.93% |
$157K - $173K
|
128K
$5.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
3.66K+ 41.5% |
$157K - $173K
|
12.5K
$549K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.56K+ 79.17% |
$153K - $168K
|
8.05K
$354K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
3.5K+ 44.15% |
$151K - $166K
|
11.4K
$503K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.48K+ 8.57% |
$150K - $165K
|
44.1K
$1.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.46K+ 10.86% |
$149K - $163K
|
35.3K
$1.55M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.33K+ 333200.0% |
$143K - $158K
|
3.33K
$147K
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
3.01K+ 1.61% |
$130K - $143K
|
191K
$8.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
3K+ 3.75% |
$129K - $142K
|
83K
$3.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
2.97K+ 2.0% |
$128K - $141K
|
151K
$6.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
2.69K+ 6.53% |
$116K - $127K
|
43.8K
$1.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.66K+ 22.21% |
$115K - $126K
|
14.7K
$645K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.66K+ 11.84% |
$114K - $126K
|
25.1K
$1.1M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
2.52K+ 3.28% |
$108K - $119K
|
79.5K
$3.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
2.5K+ 1.31% |
$108K - $118K
|
194K
$8.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2.49K+ 1.26% |
$107K - $118K
|
199K
$8.77M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.42K+ 11.74% |
$104K - $115K
|
23K
$1.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2.31KNew |
$99.5K - $109K
|
2.31K
$102K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.21KNew |
$94.9K - $104K
|
2.21K
$97.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.1K+ 10.73% |
$90.5K - $99.5K
|
21.7K
$956K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
2.08K+ 26.38% |
$89.3K - $98.2K
|
9.94K
$438K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.06K+ 1.74% |
$88.5K - $97.4K
|
120K
$5.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.96K+ 14.67% |
$84.2K - $92.6K
|
15.3K
$673K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.91K+ 13.66% |
$82.3K - $90.5K
|
15.9K
$701K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.89K+ 18.75% |
$81.2K - $89.3K
|
12K
$526K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1.84KNew |
$79.2K - $87.1K
|
1.84K
$81K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.83K+ 52.33% |
$78.6K - $86.5K
|
5.32K
$234K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.8K+ 24.27% |
$77.4K - $85.2K
|
9.22K
$406K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
1.77KNew |
$76K - $83.6K
|
1.77K
$77.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.75KNew |
$75.3K - $82.9K
|
1.75K
$77.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1.73K+ 15.61% |
$74.6K - $82.1K
|
12.8K
$565K
|
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
1.68K+ 14.5% |
$72.4K - $79.7K
|
13.3K
$586K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.68K+ 12.28% |
$72.3K - $79.5K
|
15.4K
$677K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.55K+ 7.42% |
$66.8K - $73.5K
|
22.5K
$989K
|