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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1.37K+ 15.65% |
$51.7K - $55.8K
|
10.1K
$437K
|
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
1.32K+ 5.99% |
$49.9K - $53.9K
|
23.4K
$1.01M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.3K+ 1.55% |
$49K - $52.9K
|
85.1K
$3.67M
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
1.28KNew |
$48.2K - $52K
|
1.28K
$55.1K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.25KNew |
$47.2K - $50.9K
|
1.25K
$53.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.21K+ 8.03% |
$45.8K - $49.4K
|
16.3K
$704K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.13K+ 2.57% |
$42.5K - $45.9K
|
45K
$1.94M
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.06K+ 0.79% |
$40K - $43.2K
|
136K
$5.86M
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.04K+ 8.12% |
$39.3K - $42.4K
|
13.9K
$598K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
995+ 21.16% |
$37.5K - $40.5K
|
5.7K
$246K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
945+ 60.31% |
$35.6K - $38.5K
|
2.51K
$108K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
937+ 1.11% |
$35.3K - $38.1K
|
85.4K
$3.68M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
869+ 1.97% |
$32.8K - $35.4K
|
44.9K
$1.94M
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
826+ 4347.37% |
$31.2K - $33.6K
|
845
$36.4K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
757+ 35.62% |
$28.6K - $30.8K
|
2.88K
$124K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
672+ 3.84% |
$25.3K - $27.4K
|
18.2K
$784K
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
619+ 4.59% |
$23.3K - $25.2K
|
14.1K
$608K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
581+ 2.22% |
$21.9K - $23.7K
|
26.8K
$1.15M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
569+ 3.64% |
$21.5K - $23.2K
|
16.2K
$698K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
526+ 32.88% |
$19.8K - $21.4K
|
2.13K
$91.7K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
509+ 1.91% |
$19.2K - $20.7K
|
27.2K
$1.17M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
500New |
$18.9K - $20.4K
|
500
$21.6K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
500New |
$18.9K - $20.4K
|
500
$21.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
494New |
$18.6K - $20.1K
|
494
$21.3K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
470+ 313.33% |
$17.7K - $19.1K
|
620
$26.7K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
433+ 3.1% |
$16.3K - $17.6K
|
14.4K
$620K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
391+ 0.06% |
$14.7K - $15.9K
|
682K
$29.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
386+ 1.79% |
$14.6K - $15.7K
|
22K
$947K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
384New |
$14.5K - $15.6K
|
384
$16.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
377+ 5.19% |
$14.2K - $15.3K
|
7.64K
$329K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
376+ 2.27% |
$14.2K - $15.3K
|
16.9K
$729K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
375+ 35.65% |
$14.1K - $15.3K
|
1.43K
$61.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
337+ 3.38% |
$12.7K - $13.7K
|
10.3K
$444K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
335New |
$12.6K - $13.6K
|
335
$14.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
300+ 22.06% |
$11.3K - $12.2K
|
1.66K
$71.6K
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
279+ 1.45% |
$10.5K - $11.4K
|
19.6K
$843K
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
275+ 1.41% |
$10.4K - $11.2K
|
19.8K
$854K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
255+ 1.04% |
$9.62K - $10.4K
|
24.9K
$1.07M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
253+ 0.4% |
$9.54K - $10.3K
|
63.1K
$2.72M
|
|
|
Apr 22, 2024
Q1 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
244+ 2.32% |
$9.2K - $9.93K
|
10.7K
$463K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
224+ 0.36% |
$8.45K - $9.12K
|
63.1K
$2.72M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
213+ 2.23% |
$8.03K - $8.67K
|
9.76K
$421K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
185+ 1.07% |
$6.98K - $7.53K
|
17.5K
$753K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
162+ 2.44% |
$6.11K - $6.6K
|
6.81K
$293K
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
152+ 0.54% |
$5.73K - $6.19K
|
28.4K
$1.22M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
150+ 150.0% |
$5.66K - $6.11K
|
250
$10.8K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
142+ 1.85% |
$5.36K - $5.78K
|
7.83K
$337K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
125New |
$4.72K - $5.09K
|
125
$5.39K
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
125+ 5.2% |
$4.72K - $5.09K
|
2.53K
$109K
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
109New |
$4.11K - $4.44K
|
109
$4.7K
|