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 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.05K- 6.95% |
$39.6K - $42.7K
|
14.1K
$606K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.13K- 15.84% |
$42.8K - $46.2K
|
6.03K
$260K
|
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.21K- 2.61% |
$45.8K - $49.4K
|
45.3K
$1.95M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.29K- 10.46% |
$48.6K - $52.4K
|
11K
$475K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.37K- 2.58% |
$51.6K - $55.7K
|
51.5K
$2.22M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.39K- 14.75% |
$52.5K - $56.7K
|
8.05K
$347K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.42K- 7.47% |
$53.5K - $57.7K
|
17.6K
$757K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1.48K- 83.62% |
$55.8K - $60.3K
|
290
$12.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1.5K- 99.87% |
$56.5K - $61K
|
2
$86.2
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.54K- 2.87% |
$58.2K - $62.9K
|
52.3K
$2.26M
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-1.72K- 1.65% |
$65K - $70.1K
|
103K
$4.42M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-1.74K- 15.08% |
$65.6K - $70.8K
|
9.79K
$422K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.85K- 4.95% |
$69.6K - $75.1K
|
35.5K
$1.53M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.85K- 19.09% |
$69.7K - $75.2K
|
7.83K
$338K
|
|
|
May 08, 2024
Q1 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-1.85K- 20.7% |
$69.7K - $75.3K
|
7.08K
$305K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
SELL
|
- |
-1.91K- 2.43% |
$72.2K - $77.9K
|
76.9K
$3.32M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.09K- 9.72% |
$78.8K - $85K
|
19.4K
$836K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-2.09K- 12.35% |
$78.9K - $85.2K
|
14.8K
$640K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.14K- 16.39% |
$80.6K - $87K
|
10.9K
$470K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.38K- 7.32% |
$89.6K - $96.7K
|
30.1K
$1.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-2.38K- 7.35% |
$89.8K - $96.9K
|
30K
$1.29M
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-2.39K- 5.31% |
$90.3K - $97.5K
|
42.7K
$1.84M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.49K- 26.0% |
$93.9K - $101K
|
7.08K
$305K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.5K- 5.88% |
$94.1K - $102K
|
39.9K
$1.72M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-2.55K- 9.36% |
$96.1K - $104K
|
24.7K
$1.06M
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
SELL
|
- |
-2.68K- 3.33% |
$101K - $109K
|
77.9K
$3.36M
|
|
|
Apr 30, 2024
Q1 2024
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-2.78K- 33.82% |
$105K - $113K
|
5.43K
$234K
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-2.85K- 32.31% |
$107K - $116K
|
5.97K
$257K
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-3.02K- 6.63% |
$114K - $123K
|
42.6K
$1.83M
|
|
|
Apr 10, 2024
Q1 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-3.21K- 1.66% |
$121K - $131K
|
190K
$8.19M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.23K- 8.89% |
$122K - $131K
|
33.1K
$1.43M
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-3.76K- 36.48% |
$142K - $153K
|
6.54K
$282K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-4K- 7.19% |
$151K - $163K
|
51.6K
$2.22M
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-4.15K- 26.82% |
$157K - $169K
|
11.3K
$488K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-4.24K- 29.32% |
$160K - $173K
|
10.2K
$441K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.99K- 15.36% |
$188K - $203K
|
27.5K
$1.19M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5K- 0.36% |
$188K - $203K
|
1.37M
$59.2M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.14K- 13.38% |
$194K - $209K
|
33.3K
$1.43M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-5.33K- 10.76% |
$201K - $217K
|
44.2K
$1.91M
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-5.33K- 32.54% |
$201K - $217K
|
11.1K
$477K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.37K- 8.98% |
$203K - $219K
|
54.4K
$2.35M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.44K- 3.39% |
$205K - $221K
|
155K
$6.68M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-5.49K- 11.58% |
$207K - $224K
|
41.9K
$1.81M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-6.12K- 45.62% |
$231K - $249K
|
7.29K
$314K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-6.12K- 9.54% |
$231K - $249K
|
58.1K
$2.5M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.19K- 6.17% |
$234K - $252K
|
94.2K
$4.06M
|
|
|
Apr 29, 2024
Q1 2024
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-6.61K- 4.27% |
$249K - $269K
|
148K
$6.39M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-6.88K- 7.58% |
$259K - $280K
|
83.9K
$3.62M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.04K- 6.9% |
$265K - $286K
|
94.9K
$4.09M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.19K- 11.18% |
$271K - $293K
|
57.1K
$2.46M
|