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 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
101+ 0.22% |
$3.81K - $4.11K
|
45.1K
$1.95M
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
83+ 0.64% |
$3.13K - $3.38K
|
13K
$560K
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
81+ 0.54% |
$3.06K - $3.3K
|
15.2K
$654K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
80+ 98.77% |
$3.02K - $3.26K
|
161
$6.94K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
73+ 0.5% |
$2.75K - $2.97K
|
14.8K
$637K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
71+ 0.69% |
$2.68K - $2.89K
|
10.3K
$444K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
69+ 0.88% |
$2.6K - $2.81K
|
7.95K
$343K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
66New |
$2.49K - $2.69K
|
66
$2.85K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
66+ 0.35% |
$2.49K - $2.69K
|
18.8K
$812K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
61+ 0.45% |
$2.3K - $2.48K
|
13.6K
$585K
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
60+ 0.56% |
$2.26K - $2.44K
|
10.7K
$462K
|
|
|
May 14, 2024
Q1 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
52+ 0.89% |
$1.96K - $2.12K
|
5.9K
$254K
|
|
|
Apr 25, 2024
Q1 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
47+ 0.13% |
$1.77K - $1.91K
|
35.9K
$1.55M
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
42+ 0.74% |
$1.58K - $1.71K
|
5.75K
$248K
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
36+ 0.39% |
$1.36K - $1.47K
|
9.3K
$401K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
29+ 2.5% |
$1.09K - $1.18K
|
1.19K
$51.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
24+ 0.03% |
$905 - $977
|
75.7K
$3.27M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
23+ 0.36% |
$868 - $936
|
6.45K
$278K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
22+ 1.16% |
$830 - $896
|
1.93K
$83K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
20+ 0.35% |
$754 - $814
|
5.79K
$250K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
17+ 0.02% |
$641 - $692
|
93.8K
$4.04M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
12New |
$453 - $489
|
12
$517
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
11+ 0.97% |
$415 - $448
|
1.15K
$49.4K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
10+ 0.93% |
$377 - $407
|
1.08K
$46.7K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
10+ 0.6% |
$377 - $407
|
1.68K
$72.4K
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
8+ 0.03% |
$302 - $326
|
30K
$1.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
8New |
$302 - $326
|
8
$345
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
8+ 1.42% |
$302 - $326
|
571
$24.6K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
6+ 0.02% |
$226 - $244
|
28.9K
$1.25M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
6New |
$226 - $244
|
6
$259
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
5+ 0.05% |
$189 - $204
|
10.3K
$445K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5+ 0.7% |
$189 - $204
|
720
$31K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
5+ 0.38% |
$189 - $204
|
1.33K
$57.2K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
4+ 0.07% |
$151 - $163
|
5.37K
$231K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2+ 1.83% |
$75.4 - $81.4
|
111
$4.79K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.13% |
$75.4 - $81.4
|
1.49K
$64.4K
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
2+ 0.02% |
$75.4 - $81.4
|
12.3K
$531K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1New |
$37.7 - $40.7
|
1
$43.1
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 2.5% |
$37.7 - $40.7
|
41
$1.77K
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-2- 0.03% |
$75.4 - $81.4
|
6.45K
$278K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2- 0.01% |
$75.4 - $81.4
|
21.6K
$930K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-8- 0.04% |
$302 - $326
|
21.5K
$928K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-9- 4.05% |
$339 - $366
|
213
$9.18K
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-16- 0.15% |
$604 - $651
|
10.3K
$444K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-20- 0.62% |
$754 - $814
|
3.23K
$139K
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-40- 0.55% |
$1.51K - $1.63K
|
7.18K
$309K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-61- 0.35% |
$2.3K - $2.48K
|
17.2K
$741K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-64- 13.76% |
$2.41K - $2.61K
|
401
$17.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-90- 11.15% |
$3.39K - $3.66K
|
717
$30.9K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-97- 1.2% |
$3.66K - $3.95K
|
7.99K
$344K
|