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
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.51K+ 33.58% |
$106K - $113K
|
9.99K
$424K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
2.49K+ 32.88% |
$105K - $113K
|
10.1K
$428K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
2.41K+ 15.75% |
$101K - $109K
|
17.7K
$751K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
2.34K+ 11.11% |
$98.5K - $105K
|
23.4K
$992K
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.34K+ 9.59% |
$98.5K - $105K
|
26.7K
$1.13M
|
|
|
Apr 09, 2025
Q1 2025
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
2.23K+ 1.15% |
$94.1K - $101K
|
197K
$8.35M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.22K+ 9.38% |
$93.4K - $100K
|
25.8K
$1.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.17K+ 14.16% |
$91.4K - $97.8K
|
17.5K
$742K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
2.14K+ 121.06% |
$90.2K - $96.6K
|
3.9K
$166K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.13K+ 2.57% |
$89.9K - $96.3K
|
85.1K
$3.62M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
2.02K+ 5.56% |
$85.4K - $91.4K
|
38.5K
$1.63M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.02K+ 21.01% |
$85.2K - $91.3K
|
11.6K
$494K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.88K+ 7.53% |
$79.2K - $84.8K
|
26.8K
$1.14M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
1.87K+ 18.84% |
$79K - $84.6K
|
11.8K
$502K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.7K+ 18.44% |
$71.7K - $76.8K
|
10.9K
$464K
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.7K+ 7.57% |
$71.7K - $76.8K
|
24.2K
$1.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.65KNew |
$69.5K - $74.4K
|
1.65K
$70K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.57K+ 2.53% |
$66.1K - $70.8K
|
63.6K
$2.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
1.56K+ 29.65% |
$65.6K - $70.2K
|
6.8K
$289K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.49KNew |
$62.9K - $67.4K
|
1.49K
$63.4K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.48K+ 1.37% |
$62.4K - $66.8K
|
110K
$4.66M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.29K+ 1.07% |
$54.6K - $58.4K
|
122K
$5.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1.27K+ 9.05% |
$53.5K - $57.3K
|
15.3K
$649K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.25K+ 5.09% |
$52.6K - $56.3K
|
25.7K
$1.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.24K+ 4.72% |
$52.3K - $56K
|
27.5K
$1.17M
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
1.21K+ 1.52% |
$51K - $54.6K
|
80.7K
$3.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.16K+ 1.03% |
$49.1K - $52.5K
|
114K
$4.85M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
1.16K+ 12.13% |
$48.7K - $52.2K
|
10.7K
$454K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.13K+ 9.89% |
$47.7K - $51K
|
12.6K
$533K
|
|
|
May 14, 2025
Q1 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
1.12K+ 4.77% |
$47.2K - $50.6K
|
24.6K
$1.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.08K+ 15.84% |
$45.6K - $48.9K
|
7.91K
$336K
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.02K+ 3.04% |
$43.1K - $46.2K
|
34.6K
$1.47M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1K+ 21.37% |
$42.2K - $45.2K
|
5.68K
$241K
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
976+ 3.33% |
$41.2K - $44.1K
|
30.3K
$1.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
952+ 16.99% |
$40.2K - $43K
|
6.55K
$278K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
900New |
$38K - $40.6K
|
900
$38.2K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
883+ 10.83% |
$37.2K - $39.9K
|
9.04K
$384K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
786+ 14.32% |
$33.2K - $35.5K
|
6.27K
$267K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
725+ 0.8% |
$30.6K - $32.7K
|
91.4K
$3.88M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
705+ 10.73% |
$29.7K - $31.8K
|
7.28K
$309K
|
|
|
May 09, 2025
Q1 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
689+ 0.91% |
$29.1K - $31.1K
|
76.1K
$3.23M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
627+ 12.68% |
$26.4K - $28.3K
|
5.57K
$237K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
623+ 11.6% |
$26.3K - $28.1K
|
5.99K
$255K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
603New |
$25.4K - $27.2K
|
603
$25.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
600+ 387.1% |
$25.3K - $27.1K
|
755
$32.1K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
594+ 6.36% |
$25.1K - $26.8K
|
9.94K
$422K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
573New |
$24.2K - $25.9K
|
573
$24.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
567+ 2.01% |
$23.9K - $25.6K
|
28.8K
$1.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
550New |
$23.2K - $24.8K
|
550
$23.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
549+ 6.82% |
$23.2K - $24.8K
|
8.6K
$365K
|