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 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-104- 0.58% |
$3.92K - $4.23K
|
17.7K
$764K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-117- 29.1% |
$4.41K - $4.76K
|
285
$12.3K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-120- 12.36% |
$4.53K - $4.89K
|
851
$36.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-126- 0.77% |
$4.75K - $5.13K
|
16.2K
$698K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-150- 1.8% |
$5.66K - $6.11K
|
8.2K
$354K
|
|
|
Apr 15, 2024
Q1 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-158- 0.67% |
$5.96K - $6.43K
|
23.5K
$1.01M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-167- 2.55% |
$6.3K - $6.8K
|
6.39K
$275K
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-177- 0.52% |
$6.68K - $7.21K
|
34K
$1.46M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-184- 2.81% |
$6.94K - $7.49K
|
6.36K
$274K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-184- 2.81% |
$6.94K - $7.49K
|
6.36K
$274K
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-201- 1.47% |
$7.58K - $8.18K
|
13.5K
$582K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-206- 19.04% |
$7.77K - $8.39K
|
876
$37.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-225- 1.49% |
$8.49K - $9.16K
|
14.9K
$643K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-247- 0.57% |
$9.32K - $10.1K
|
42.7K
$1.84M
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-249- 2.75% |
$9.39K - $10.1K
|
8.8K
$379K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-257- 2.71% |
$9.69K - $10.5K
|
9.22K
$398K
|
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-259- 0.86% |
$9.77K - $10.5K
|
29.7K
$1.28M
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-281- 9.92% |
$10.6K - $11.4K
|
2.55K
$110K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-288- 3.61% |
$10.9K - $11.7K
|
7.68K
$331K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-289- 19.57% |
$10.9K - $11.8K
|
1.19K
$51.2K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-301- 0.67% |
$11.4K - $12.3K
|
44.9K
$1.94M
|
|
|
Apr 30, 2024
Q1 2024
|
Sws Partners
|
SELL
|
- |
-310- 0.16% |
$11.7K - $12.6K
|
195K
$8.42M
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-312- 47.63% |
$11.8K - $12.7K
|
343
$14.8K
|
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-319- 9.62% |
$12K - $13K
|
3K
$129K
|
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-337- 3.09% |
$12.7K - $13.7K
|
10.6K
$455K
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-342- 3.01% |
$12.9K - $13.9K
|
11K
$475K
|
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-361- 0.22% |
$13.6K - $14.7K
|
160K
$6.91M
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-363- 6.3% |
$13.7K - $14.8K
|
5.4K
$233K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-393- 4.18% |
$14.8K - $16K
|
9.02K
$389K
|
|
|
Apr 22, 2024
Q1 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-445- 2.18% |
$16.8K - $18.1K
|
20K
$861K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-532- 98.52% |
$20.1K - $21.7K
|
8
$345
|
|
|
May 16, 2024
Q1 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-558- 8.66% |
$21K - $22.7K
|
5.89K
$254K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-581- 7.25% |
$21.9K - $23.7K
|
7.44K
$321K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-612- 10.64% |
$23.1K - $24.9K
|
5.14K
$222K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-630- 76.27% |
$23.8K - $25.6K
|
196
$8.45K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-662- 7.44% |
$25K - $27K
|
8.23K
$355K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-710- 76.67% |
$26.8K - $28.9K
|
216
$9.31K
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-713- 0.76% |
$26.9K - $29K
|
92.7K
$4M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-776- 0.5% |
$29.3K - $31.6K
|
154K
$6.65M
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-794- 13.22% |
$29.9K - $32.3K
|
5.21K
$225K
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-817- 1.59% |
$30.8K - $33.3K
|
50.6K
$2.18M
|
|
|
May 03, 2024
Q1 2024
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-855- 4.56% |
$32.3K - $34.8K
|
17.9K
$772K
|
|
|
May 15, 2024
Q1 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-925- 3.3% |
$34.9K - $37.7K
|
27.1K
$1.17M
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-933- 58.98% |
$35.2K - $38K
|
649
$28K
|
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-935- 1.39% |
$35.3K - $38.1K
|
66.3K
$2.86M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-977- 3.26% |
$36.9K - $39.8K
|
29K
$1.25M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-981- 4.9% |
$37K - $39.9K
|
19K
$821K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-996- 19.68% |
$37.6K - $40.5K
|
4.07K
$175K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.04K- 16.27% |
$39K - $42.1K
|
5.33K
$230K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-1.05K- 24.88% |
$39.6K - $42.7K
|
3.17K
$137K
|