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 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.25K- 25.24% |
$311K - $336K
|
24.4K
$1.05M
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-8.28K- 3.86% |
$312K - $337K
|
206K
$8.88M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-8.5K- 14.66% |
$321K - $346K
|
49.5K
$2.13M
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-9.76K- 30.7% |
$368K - $397K
|
22K
$949K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-10.2K- 61.37% |
$383K - $413K
|
6.39K
$276K
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-10.6K- 21.12% |
$401K - $432K
|
39.7K
$1.71M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-11.2K- 11.91% |
$421K - $455K
|
82.6K
$3.56M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-12.1K- 15.62% |
$457K - $493K
|
65.4K
$2.82M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-13.5K- 58.0% |
$508K - $548K
|
9.75K
$420K
|
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
SELL
|
- |
-13.5K- 39.61% |
$510K - $550K
|
20.6K
$888K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-13.8K- 6.97% |
$520K - $561K
|
184K
$7.93M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-14.7K- 5.5% |
$555K - $599K
|
253K
$10.9M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-15.5K- 42.72% |
$586K - $632K
|
20.8K
$898K
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-17.3K- 45.64% |
$652K - $703K
|
20.6K
$887K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-19.2K- 3.29% |
$724K - $782K
|
565K
$24.3M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-20.6K- 7.24% |
$776K - $838K
|
264K
$11.4M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-22.2K- 36.28% |
$839K - $905K
|
39.1K
$1.68M
|
|
|
May 09, 2024
Q1 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-25.3K- 30.98% |
$955K - $1.03M
|
56.4K
$2.43M
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-31.8K- 36.9% |
$1.2M - $1.29M
|
54.3K
$2.34M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-32.4K- 15.05% |
$1.22M - $1.32M
|
183K
$7.89M
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-32.7K- 96.52% |
$1.23M - $1.33M
|
1.18K
$50.8K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-33.2K- 5.55% |
$1.25M - $1.35M
|
565K
$24.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-36.2K- 54.14% |
$1.36M - $1.47M
|
30.6K
$1.32M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-42.2K- 51.02% |
$1.59M - $1.72M
|
40.5K
$1.74M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-44.6K- 10.23% |
$1.68M - $1.81M
|
391K
$16.9M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-46.6K- 28.64% |
$1.76M - $1.9M
|
116K
$5.01M
|
|
|
Apr 11, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-48.3K- 61.03% |
$1.82M - $1.97M
|
30.8K
$1.33M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-51.1K- 24.51% |
$1.93M - $2.08M
|
157K
$6.79M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-53.7K- 96.26% |
$2.03M - $2.19M
|
2.09K
$90K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-55K- 65.35% |
$2.07M - $2.24M
|
29.2K
$1.26M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-56.1K- 43.05% |
$2.12M - $2.28M
|
74.2K
$3.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-72.9K- 92.12% |
$2.75M - $2.97M
|
6.24K
$269K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-75.7K- 30.77% |
$2.85M - $3.08M
|
170K
$7.34M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-124K- 57.28% |
$4.68M - $5.06M
|
92.6K
$3.99M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-126K- 3.81% |
$4.75M - $5.13M
|
3.18M
$137M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-131K- 91.48% |
$4.94M - $5.33M
|
12.2K
$526K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-160K- 9.51% |
$6.04M - $6.52M
|
1.52M
$65.7M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-167K- 22.85% |
$6.29M - $6.79M
|
563K
$24.3M
|
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-183K- 59.03% |
$6.91M - $7.46M
|
127K
$5.48M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-269K- 26.98% |
$10.2M - $11M
|
729K
$31.4M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-648K- 32.06% |
$24.4M - $26.4M
|
1.37M
$59.2M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-648K- 32.06% |
$24.4M - $26.4M
|
1.37M
$59.2M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.57M- 91.04% |
$97M - $105M
|
253K
$10.9M
|