Purchases and Sales Made in Q4 2025 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 2025. 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 21, 2026
Q4 2025
|
Albion Financial Group
|
BUY
|
- |
51.5K+ 5154900.0% |
$2.17M - $2.28M
|
51.6K
$2.22M
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
22KNew |
$924K - $972K
|
22K
$943K
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
21.6K+ 6.37% |
$909K - $956K
|
361K
$15.5M
|
|
|
Jan 21, 2026
Q4 2025
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
21.2K+ 284.07% |
$891K - $937K
|
28.6K
$1.23M
|
|
|
Jan 16, 2026
Q4 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
20.9K+ 14.34% |
$879K - $924K
|
166K
$7.15M
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
20.5KNew |
$863K - $907K
|
20.5K
$880K
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
12.9KNew |
$545K - $573K
|
12.9K
$556K
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.45KNew |
$398K - $418K
|
9.45K
$406K
|
|
|
Jan 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
8.37KNew |
$353K - $371K
|
8.37K
$360K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
8.06K+ 7.45% |
$339K - $357K
|
116K
$5M
|
|
|
Jan 21, 2026
Q4 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
5.07K+ 71.44% |
$213K - $224K
|
12.2K
$522K
|
|
|
Jan 20, 2026
Q4 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
4.85KNew |
$204K - $215K
|
4.85K
$208K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.84KNew |
$204K - $214K
|
4.84K
$208K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.74K+ 21.88% |
$200K - $210K
|
26.4K
$1.13M
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
4.32K+ 38.73% |
$182K - $191K
|
15.5K
$665K
|
|
|
Jan 12, 2026
Q4 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3.8K+ 3.06% |
$160K - $168K
|
128K
$5.49M
|
|
|
Jan 16, 2026
Q4 2025
|
Sws Partners
|
BUY
|
- |
2.55K+ 1.05% |
$107K - $113K
|
246K
$10.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.53K+ 41.26% |
$106K - $112K
|
8.64K
$371K
|
|
|
Jan 05, 2026
Q4 2025
|
Miller Global Investments, LLC
Dallas, TX |
BUY
|
- |
2.17KNew |
$91.2K - $95.9K
|
2.17K
$93K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
911+ 4.87% |
$38.4K - $40.3K
|
19.6K
$844K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
800+ 46.81% |
$33.7K - $35.4K
|
2.51K
$108K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
600+ 277.78% |
$25.3K - $26.6K
|
816
$35.1K
|
|
|
Jan 20, 2026
Q4 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
437+ 4.01% |
$18.4K - $19.4K
|
11.3K
$487K
|
|
|
Jan 07, 2026
Q4 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
417+ 0.87% |
$17.6K - $18.5K
|
48.1K
$2.07M
|
|
|
Jan 20, 2026
Q4 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
209+ 0.72% |
$8.8K - $9.25K
|
29.4K
$1.26M
|
|
|
Jan 12, 2026
Q4 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
186+ 0.38% |
$7.83K - $8.24K
|
49.5K
$2.13M
|
|
|
Jan 20, 2026
Q4 2025
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
174+ 1.94% |
$7.33K - $7.7K
|
9.13K
$392K
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
157+ 0.82% |
$6.61K - $6.95K
|
19.3K
$828K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
125+ 12.69% |
$5.26K - $5.54K
|
1.11K
$47.7K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
116New |
$4.88K - $5.14K
|
116
$4.98K
|
|
|
Jan 20, 2026
Q4 2025
|
Accel Wealth Management
|
BUY
|
- |
25+ 0.52% |
$1.05K - $1.11K
|
4.86K
$209K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
16+ 0.14% |
$674 - $708
|
11.7K
$502K
|
|
|
Jan 21, 2026
Q4 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
10+ 0.13% |
$421 - $443
|
7.91K
$340K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
7+ 1.3% |
$295 - $310
|
544
$23.4K
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4+ 0.76% |
$168 - $177
|
533
$22.9K
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 5.0% |
$42.1 - $44.3
|
21
$902
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1+ 0.02% |
$42.1 - $44.3
|
6.44K
$277K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 16.67% |
$42.1 - $44.3
|
5
$215
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
SELL
|
- |
-2- 0.03% |
$84.2 - $88.6
|
6.47K
$278K
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-45- 0.3% |
$1.89K - $1.99K
|
14.8K
$634K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-55- 0.53% |
$2.32K - $2.44K
|
10.3K
$443K
|
|
|
Jan 21, 2026
Q4 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-127- 0.39% |
$5.35K - $5.62K
|
32.7K
$1.4M
|
|
|
Jan 21, 2026
Q4 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-151- 0.4% |
$6.36K - $6.69K
|
37.2K
$1.6M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-208- 3.15% |
$8.76K - $9.21K
|
6.39K
$275K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-246- 38.86% |
$10.4K - $10.9K
|
387
$16.6K
|
|
|
Jan 16, 2026
Q4 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-419- 2.44% |
$17.6K - $18.6K
|
16.8K
$721K
|
|
|
Jan 20, 2026
Q4 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-465- 5.28% |
$19.6K - $20.6K
|
8.34K
$358K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-749- 60.02% |
$31.5K - $33.2K
|
499
$21.4K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-975- 7.79% |
$41.1K - $43.2K
|
11.5K
$496K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.16K- 6.26% |
$48.8K - $51.3K
|
17.3K
$745K
|
|