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 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
30+ 60.0% |
$1.27K - $1.35K
|
80
$3.31K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
29+ 0.44% |
$1.22K - $1.31K
|
6.66K
$276K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
18+ 0.38% |
$759 - $813
|
4.79K
$198K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
13+ 0.25% |
$548 - $587
|
5.32K
$220K
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
11+ 0.06% |
$464 - $497
|
18.4K
$763K
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
5+ 0.05% |
$211 - $226
|
10.4K
$430K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 10.0% |
$42.2 - $45.2
|
11
$455
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-28- 0.71% |
$1.18K - $1.26K
|
3.9K
$161K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-62- 19.87% |
$2.62K - $2.8K
|
250
$10.4K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-74- 0.25% |
$3.12K - $3.34K
|
29.4K
$1.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-79- 0.51% |
$3.33K - $3.57K
|
15.6K
$644K
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-136- 34.0% |
$5.74K - $6.14K
|
264
$10.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-150- 0.59% |
$6.33K - $6.77K
|
25.4K
$1.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-248- 20.89% |
$10.5K - $11.2K
|
939
$38.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-260- 0.54% |
$11K - $11.7K
|
47.9K
$1.98M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-287- 49.91% |
$12.1K - $13K
|
288
$11.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-288- 2.77% |
$12.1K - $13K
|
10.1K
$419K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-535- 5.8% |
$22.6K - $24.2K
|
8.69K
$360K
|
|
|
Apr 22, 2025
Q1 2025
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-618- 6.39% |
$26.1K - $27.9K
|
9.05K
$375K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-759- 5.71% |
$32K - $34.3K
|
12.5K
$519K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-782- 2.68% |
$33K - $35.3K
|
28.4K
$1.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-862- 5.57% |
$36.4K - $38.9K
|
14.6K
$605K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-901- 3.22% |
$38K - $40.7K
|
27.1K
$1.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-1.13K- 8.07% |
$47.7K - $51.1K
|
12.9K
$534K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.29K- 15.33% |
$54.4K - $58.2K
|
7.12K
$295K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.5K- 4.07% |
$63.3K - $67.7K
|
35.3K
$1.46M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-2.09K- 22.21% |
$88.1K - $94.3K
|
7.32K
$303K
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-2.45K- 12.73% |
$103K - $111K
|
16.8K
$695K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.7K- 6.47% |
$114K - $122K
|
39K
$1.62M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-2.78K- 26.02% |
$117K - $126K
|
7.91K
$327K
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-4.46K- 19.68% |
$188K - $202K
|
18.2K
$754K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-4.6KClosed |
$194K - $208K
|
0
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-5.33K- 17.95% |
$225K - $241K
|
24.3K
$1.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-5.8K- 3.84% |
$245K - $262K
|
145K
$6.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-8.65K- 97.74% |
$365K - $391K
|
200
$8.28K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-8.8K- 4.31% |
$371K - $397K
|
195K
$8.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-20.8K- 49.38% |
$878K - $940K
|
21.3K
$884K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-60.3K- 53.89% |
$2.54M - $2.72M
|
51.6K
$2.14M
|