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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.68K+ 12.28% |
$72.3K - $79.5K
|
15.4K
$672K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.55K+ 7.42% |
$66.8K - $73.5K
|
22.5K
$983K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.5K+ 2.34% |
$64.3K - $70.7K
|
65.4K
$2.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.42K+ 3.39% |
$60.9K - $67K
|
43.2K
$1.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.39K+ 3.76% |
$59.8K - $65.8K
|
38.3K
$1.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.29K+ 9.12% |
$55.7K - $61.2K
|
15.5K
$677K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.26K+ 1.99% |
$54.3K - $59.8K
|
64.7K
$2.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.15K+ 12.47% |
$49.4K - $54.3K
|
10.4K
$453K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
1.13KNew |
$48.4K - $53.2K
|
1.13K
$49.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
1.07KNew |
$46.1K - $50.7K
|
1.07K
$46.9K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.05KNew |
$45.2K - $49.7K
|
1.05K
$45.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.04KNew |
$44.5K - $49K
|
1.04K
$45.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
BUY
|
- |
1K+ 19.18% |
$43K - $47.3K
|
6.22K
$272K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1K+ 10.28% |
$43K - $47.3K
|
10.7K
$469K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
998New |
$42.9K - $47.2K
|
998
$43.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
961New |
$41.3K - $45.5K
|
961
$42K
|
|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
BUY
|
- |
950+ 6.38% |
$40.9K - $45K
|
15.8K
$693K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
806+ 8.72% |
$34.7K - $38.1K
|
10K
$439K
|
|
|
Jan 22, 2025
Q4 2024
|
Vantage Investment Partners, LLC
|
BUY
|
- |
775+ 8.89% |
$33.3K - $36.7K
|
9.5K
$415K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
766New |
$33K - $36.2K
|
766
$33.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
728+ 2.39% |
$31.3K - $34.4K
|
31.2K
$1.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
720+ 1.07% |
$31K - $34.1K
|
68.1K
$2.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
710+ 8.22% |
$30.5K - $33.6K
|
9.34K
$408K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
684+ 1.91% |
$29.4K - $32.4K
|
36.4K
$1.59M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
629+ 1.1% |
$27.1K - $29.8K
|
57.7K
$2.52M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
615+ 2.21% |
$26.5K - $29.1K
|
28.5K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
602+ 1.13% |
$25.9K - $28.5K
|
53.8K
$2.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
572+ 0.75% |
$24.6K - $27.1K
|
77.3K
$3.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
521+ 1.12% |
$22.4K - $24.7K
|
47K
$2.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
511+ 3.78% |
$22K - $24.2K
|
14K
$613K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
506+ 3.35% |
$21.8K - $23.9K
|
15.6K
$683K
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
455+ 7.94% |
$19.6K - $21.5K
|
6.18K
$270K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
447+ 447.0% |
$19.2K - $21.2K
|
547
$23.9K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
423+ 28.22% |
$18.2K - $20K
|
1.92K
$84K
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
397+ 1.38% |
$17.1K - $18.8K
|
29.2K
$1.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
394+ 3.7% |
$16.9K - $18.6K
|
11K
$482K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
341+ 1.65% |
$14.7K - $16.1K
|
21K
$919K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
321+ 4.07% |
$13.8K - $15.2K
|
8.2K
$359K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
312New |
$13.4K - $14.8K
|
312
$13.6K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
306New |
$13.2K - $14.5K
|
306
$13.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
272+ 2.09% |
$11.7K - $12.9K
|
13.3K
$581K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
254+ 1.69% |
$10.9K - $12K
|
15.3K
$668K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
224+ 3.03% |
$9.64K - $10.6K
|
7.62K
$333K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
220New |
$9.46K - $10.4K
|
220
$9.62K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
219+ 1.15% |
$9.42K - $10.4K
|
19.2K
$841K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
200New |
$8.6K - $9.46K
|
200
$8.74K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
181+ 7.56% |
$7.79K - $8.56K
|
2.58K
$113K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
181New |
$7.79K - $8.56K
|
181
$7.91K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
176New |
$7.57K - $8.33K
|
176
$7.69K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
164+ 24.89% |
$7.06K - $7.76K
|
823
$36K
|