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 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
549+ 0.95% |
$23.2K - $24.8K
|
58.2K
$2.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
547+ 5.36% |
$23.1K - $24.7K
|
10.7K
$456K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
544+ 1754.84% |
$22.9K - $24.6K
|
575
$24.4K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
490New |
$20.7K - $22.1K
|
490
$20.8K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
463+ 1.05% |
$19.5K - $20.9K
|
44.6K
$1.89M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
442+ 1.72% |
$18.6K - $20K
|
26.2K
$1.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
437+ 0.57% |
$18.4K - $19.7K
|
77.7K
$3.3M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
422+ 1.39% |
$17.8K - $19.1K
|
30.8K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
405+ 54.36% |
$17.1K - $18.3K
|
1.15K
$48.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
380+ 19.77% |
$16K - $17.2K
|
2.3K
$97.8K
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
365+ 3.4% |
$15.4K - $16.5K
|
11.1K
$471K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
353+ 2.3% |
$14.9K - $15.9K
|
15.7K
$668K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
350+ 25.2% |
$14.8K - $15.8K
|
1.74K
$73.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
342+ 173.6% |
$14.4K - $15.4K
|
539
$22.9K
|
|
|
May 06, 2025
Q1 2025
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
340+ 3.56% |
$14.3K - $15.4K
|
9.9K
$421K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
325+ 5.74% |
$13.7K - $14.7K
|
5.99K
$254K
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
315+ 5.11% |
$13.3K - $14.2K
|
6.48K
$275K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
314+ 0.7% |
$13.2K - $14.2K
|
45K
$1.91M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
292+ 103.18% |
$12.3K - $13.2K
|
575
$24.4K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
271New |
$11.4K - $12.2K
|
271
$11.5K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
270New |
$11.4K - $12.2K
|
270
$11.5K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
261+ 14.91% |
$11K - $11.8K
|
2.01K
$85.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
250+ 1.58% |
$10.5K - $11.3K
|
16.1K
$684K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
230+ 0.35% |
$9.7K - $10.4K
|
66.8K
$2.84M
|
|
|
Apr 15, 2025
Q1 2025
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
223+ 2.57% |
$9.41K - $10.1K
|
8.91K
$378K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
188New |
$7.93K - $8.49K
|
188
$7.99K
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
BUY
|
- |
175+ 9.32% |
$7.38K - $7.9K
|
2.05K
$87.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
170+ 3.2% |
$7.17K - $7.68K
|
5.49K
$233K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
169+ 0.73% |
$7.13K - $7.63K
|
23.3K
$989K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
150+ 0.22% |
$6.33K - $6.77K
|
68.3K
$2.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
137New |
$5.78K - $6.19K
|
137
$5.82K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
122+ 1355.56% |
$5.15K - $5.51K
|
131
$5.56K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
120+ 2.59% |
$5.06K - $5.42K
|
4.76K
$202K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
117+ 0.41% |
$4.94K - $5.28K
|
28.6K
$1.21M
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
103+ 0.95% |
$4.34K - $4.65K
|
11K
$465K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
103New |
$4.34K - $4.65K
|
103
$4.38K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
103+ 1.24% |
$4.34K - $4.65K
|
8.43K
$358K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
100New |
$4.22K - $4.52K
|
100
$4.25K
|
|
|
Apr 28, 2025
Q1 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
92+ 0.96% |
$3.88K - $4.15K
|
9.71K
$413K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
87+ 0.55% |
$3.67K - $3.93K
|
15.9K
$676K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
77+ 0.7% |
$3.25K - $3.48K
|
11.1K
$472K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
76+ 0.42% |
$3.21K - $3.43K
|
18.2K
$771K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
75+ 0.15% |
$3.16K - $3.39K
|
51.7K
$2.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
71+ 7.78% |
$2.99K - $3.21K
|
984
$41.8K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
61+ 0.57% |
$2.57K - $2.75K
|
10.7K
$456K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
57+ 570.0% |
$2.4K - $2.57K
|
67
$2.85K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
52+ 1.11% |
$2.19K - $2.35K
|
4.72K
$200K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
51+ 0.59% |
$2.15K - $2.3K
|
8.68K
$369K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
45+ 0.95% |
$1.9K - $2.03K
|
4.8K
$204K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
43+ 390.91% |
$1.81K - $1.94K
|
54
$2.29K
|