Purchases and Sales Made in Q1 2025 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 2025. 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 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
108KNew |
$4.55M - $4.87M
|
108K
$4.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
46.5K+ 10.91% |
$1.96M - $2.1M
|
473K
$19.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
20.4KNew |
$859K - $919K
|
20.4K
$843K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
19.7K+ 1836.85% |
$831K - $889K
|
20.8K
$860K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
16.2KNew |
$682K - $731K
|
16.2K
$670K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
12.2K+ 259.38% |
$513K - $549K
|
16.9K
$698K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.58K+ 7.35% |
$404K - $433K
|
140K
$5.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.55K+ 7.52% |
$403K - $431K
|
137K
$5.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
9.1KNew |
$384K - $411K
|
9.1K
$377K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
8.65K+ 4326.0% |
$365K - $391K
|
8.85K
$366K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
7.28KNew |
$307K - $329K
|
7.28K
$301K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.28KNew |
$265K - $284K
|
6.28K
$260K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
5.81K+ 4.52% |
$245K - $262K
|
134K
$5.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.44KNew |
$229K - $246K
|
5.44K
$225K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
4.6KNew |
$194K - $208K
|
4.6K
$190K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
4.56KNew |
$192K - $206K
|
4.56K
$189K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4.13KNew |
$174K - $187K
|
4.13K
$171K
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
3.74K+ 6.26% |
$158K - $169K
|
63.4K
$2.63M
|
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
3.19K+ 21.03% |
$134K - $144K
|
18.3K
$759K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.52K+ 2.7% |
$106K - $114K
|
95.9K
$3.97M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.51K+ 33.58% |
$106K - $113K
|
9.99K
$414K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
2.41K+ 15.75% |
$101K - $109K
|
17.7K
$732K
|
|
|
Apr 09, 2025
Q1 2025
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
2.23K+ 1.15% |
$94.1K - $101K
|
197K
$8.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.02K+ 21.01% |
$85.2K - $91.3K
|
11.6K
$482K
|
|
|
Apr 23, 2025
Q1 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
1.56K+ 29.65% |
$65.6K - $70.2K
|
6.8K
$281K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1.27K+ 9.05% |
$53.5K - $57.3K
|
15.3K
$632K
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
1.21K+ 1.52% |
$51K - $54.6K
|
80.7K
$3.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.16K+ 1.03% |
$49.1K - $52.5K
|
114K
$4.73M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.13K+ 9.89% |
$47.7K - $51K
|
12.6K
$520K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
600+ 387.1% |
$25.3K - $27.1K
|
755
$31.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
573New |
$24.2K - $25.9K
|
573
$23.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
567+ 2.01% |
$23.9K - $25.6K
|
28.8K
$1.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
550New |
$23.2K - $24.8K
|
550
$22.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
549+ 6.82% |
$23.2K - $24.8K
|
8.6K
$356K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
547+ 5.36% |
$23.1K - $24.7K
|
10.7K
$445K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
490New |
$20.7K - $22.1K
|
490
$20.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
380+ 19.77% |
$16K - $17.2K
|
2.3K
$95.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
342+ 173.6% |
$14.4K - $15.4K
|
539
$22.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
325+ 5.74% |
$13.7K - $14.7K
|
5.99K
$248K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
314+ 0.7% |
$13.2K - $14.2K
|
45K
$1.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
292+ 103.18% |
$12.3K - $13.2K
|
575
$23.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
223+ 2.57% |
$9.41K - $10.1K
|
8.91K
$369K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
170+ 3.2% |
$7.17K - $7.68K
|
5.49K
$227K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
169+ 0.73% |
$7.13K - $7.63K
|
23.3K
$964K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
150+ 0.22% |
$6.33K - $6.77K
|
68.3K
$2.83M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
117+ 0.41% |
$4.94K - $5.28K
|
28.6K
$1.18M
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
103+ 0.95% |
$4.34K - $4.65K
|
11K
$453K
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
71+ 7.78% |
$2.99K - $3.21K
|
984
$40.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
52+ 1.11% |
$2.19K - $2.35K
|
4.72K
$195K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
36+ 0.36% |
$1.52K - $1.63K
|
10.1K
$417K
|