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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
11.3K+ 19.62% |
$477K - $511K
|
68.9K
$2.97M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
11.2K+ 12.92% |
$473K - $506K
|
98K
$4.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
11K+ 3.17% |
$463K - $495K
|
357K
$15.4M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.9K+ 16.04% |
$458K - $491K
|
78.7K
$3.39M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
10.9K+ 113.35% |
$458K - $491K
|
20.5K
$880K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10.7K+ 34.08% |
$452K - $484K
|
42.2K
$1.82M
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
10.6KNew |
$447K - $479K
|
10.6K
$456K
|
|
|
Aug 26, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.9KNew |
$418K - $447K
|
9.9K
$426K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.58K+ 7.35% |
$404K - $433K
|
140K
$6.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.55K+ 7.52% |
$403K - $431K
|
137K
$5.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
9.1KNew |
$384K - $411K
|
9.1K
$392K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
8.65K+ 4326.0% |
$365K - $391K
|
8.85K
$381K
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
8.4KNew |
$354K - $380K
|
8.4K
$362K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
8.01KNew |
$338K - $362K
|
8.01K
$345K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
7.65K+ 4346.59% |
$323K - $345K
|
7.83K
$337K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.51K+ 11.48% |
$317K - $339K
|
72.9K
$3.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.48K+ 1.2% |
$315K - $338K
|
631K
$27.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
7.28KNew |
$307K - $329K
|
7.28K
$313K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.28KNew |
$265K - $284K
|
6.28K
$270K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.26K+ 6.86% |
$264K - $283K
|
97.5K
$4.2M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
6.06KNew |
$255K - $273K
|
6.06K
$261K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.97K+ 25.91% |
$252K - $270K
|
29K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
5.95K+ 47.74% |
$251K - $269K
|
18.4K
$793K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
5.81K+ 4.52% |
$245K - $262K
|
134K
$5.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
5.74K+ 3.12% |
$242K - $259K
|
190K
$8.17M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.7K+ 99.55% |
$241K - $258K
|
11.4K
$492K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.51K+ 37.1% |
$232K - $249K
|
20.4K
$876K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.44KNew |
$229K - $246K
|
5.44K
$234K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.25KNew |
$221K - $237K
|
5.25K
$226K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
5.03KNew |
$212K - $227K
|
5.03K
$217K
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
5KNew |
$211K - $226K
|
5K
$215K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
4.97KNew |
$210K - $224K
|
4.97K
$214K
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
4.91K+ 2.58% |
$207K - $222K
|
196K
$8.42M
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
4.68KNew |
$197K - $211K
|
4.68K
$202K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.66K+ 139.72% |
$196K - $210K
|
7.99K
$344K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
4.64KNew |
$196K - $210K
|
4.64K
$200K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.6KNew |
$194K - $208K
|
4.6K
$198K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
4.6KNew |
$194K - $208K
|
4.6K
$198K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
4.56KNew |
$192K - $206K
|
4.56K
$196K
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
4.54KNew |
$192K - $205K
|
4.54K
$196K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4.13KNew |
$174K - $187K
|
4.13K
$178K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4K+ 23.06% |
$169K - $181K
|
21.3K
$919K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.79K+ 14.82% |
$160K - $171K
|
29.4K
$1.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
3.74K+ 6.26% |
$158K - $169K
|
63.4K
$2.73M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.53K+ 11.14% |
$149K - $160K
|
35.2K
$1.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
3.19K+ 21.03% |
$134K - $144K
|
18.3K
$790K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
3.19K+ 30.76% |
$134K - $144K
|
13.5K
$583K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.06K+ 17.37% |
$129K - $138K
|
20.7K
$891K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.89KNew |
$122K - $131K
|
2.89K
$124K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
2.89K+ 22.48% |
$122K - $130K
|
15.7K
$677K
|