Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
8.18KNew |
$309K - $333K
|
8.18K
$359K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.08KNew |
$305K - $329K
|
8.08K
$355K
|
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
7.9KNew |
$298K - $322K
|
7.9K
$347K
|
|
|
May 02, 2024
Q1 2024
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
7.55K+ 11.03% |
$285K - $308K
|
76.1K
$3.34M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
7.51KNew |
$283K - $306K
|
7.51K
$330K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.4K+ 119.77% |
$279K - $301K
|
13.6K
$597K
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
7.09KNew |
$267K - $288K
|
7.09K
$311K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.87K+ 90.76% |
$259K - $280K
|
14.4K
$634K
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
6.67KNew |
$251K - $271K
|
6.67K
$293K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
6.65K+ 45.92% |
$251K - $271K
|
21.1K
$928K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
6.55K+ 142.67% |
$247K - $267K
|
11.1K
$489K
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
6.07K+ 15.14% |
$229K - $247K
|
46.2K
$2.03M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.99KNew |
$226K - $244K
|
5.99K
$263K
|
|
|
May 08, 2024
Q1 2024
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
5.98K+ 2.04% |
$226K - $244K
|
300K
$13.2M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.65K+ 8.87% |
$213K - $230K
|
69.3K
$3.04M
|
|
|
May 01, 2024
Q1 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
5.31K+ 20.32% |
$200K - $216K
|
31.4K
$1.38M
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
4.96KNew |
$187K - $202K
|
4.96K
$218K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
4.56KNew |
$172K - $186K
|
4.56K
$200K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.49K+ 19.86% |
$169K - $183K
|
27.1K
$1.19M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
4.45K+ 21.11% |
$168K - $181K
|
25.5K
$1.12M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.38K+ 8.64% |
$165K - $178K
|
55K
$2.42M
|
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
3.93K+ 57.68% |
$148K - $160K
|
10.7K
$472K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.45K+ 13.7% |
$130K - $140K
|
28.6K
$1.26M
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
3.28K+ 21.7% |
$124K - $133K
|
18.4K
$807K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.11K+ 9.42% |
$117K - $126K
|
36.1K
$1.59M
|
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.02K+ 14.01% |
$114K - $123K
|
24.6K
$1.08M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.92K+ 2.4% |
$110K - $119K
|
125K
$5.47M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.79K+ 9.66% |
$105K - $114K
|
31.7K
$1.39M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
2.74K+ 9.17% |
$103K - $112K
|
32.7K
$1.43M
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2.68KNew |
$101K - $109K
|
2.68K
$118K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.49K+ 32.39% |
$94.1K - $102K
|
10.2K
$448K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.39K+ 18.3% |
$90.3K - $97.4K
|
15.5K
$679K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.11K+ 6.1% |
$79.6K - $85.9K
|
36.7K
$1.61M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.07K+ 5.98% |
$78K - $84.2K
|
36.7K
$1.61M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
2KNew |
$75.4K - $81.4K
|
2K
$87.8K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.96K+ 9.86% |
$74K - $79.9K
|
21.9K
$960K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.88KNew |
$70.9K - $76.5K
|
1.88K
$82.5K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.85KNew |
$69.6K - $75.1K
|
1.85K
$81K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.84K+ 29.8% |
$69.5K - $75K
|
8.02K
$352K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.77K+ 1.39% |
$66.7K - $71.9K
|
129K
$5.66M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
1.74K+ 1723.76% |
$65.7K - $70.9K
|
1.84K
$80.9K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.73K+ 104.22% |
$65.1K - $70.3K
|
3.38K
$149K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.7K+ 2.15% |
$64K - $69.1K
|
80.6K
$3.54M
|
|
|
Apr 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
1.59K+ 13.91% |
$60K - $64.8K
|
13K
$572K
|
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1.5K+ 21.67% |
$56.6K - $61.1K
|
8.42K
$370K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.48KNew |
$55.8K - $60.3K
|
1.48K
$65K
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.45K+ 26.81% |
$54.8K - $59.1K
|
6.87K
$302K
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.43K+ 15.44% |
$53.9K - $58.2K
|
10.7K
$469K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.42K+ 9.71% |
$53.4K - $57.6K
|
16K
$702K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.4K+ 26.87% |
$52.9K - $57.1K
|
6.62K
$291K
|