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 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-248- 20.89% |
$10.5K - $11.2K
|
939
$39.9K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-251- 3.3% |
$10.6K - $11.3K
|
7.37K
$313K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-260- 0.54% |
$11K - $11.7K
|
47.9K
$2.03M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-272- 49.73% |
$11.5K - $12.3K
|
275
$11.7K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-280Closed |
$11.8K - $12.6K
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-284- 1.58% |
$12K - $12.8K
|
17.7K
$752K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-287- 49.91% |
$12.1K - $13K
|
288
$12.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-288- 2.77% |
$12.1K - $13K
|
10.1K
$430K
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-290- 1.53% |
$12.2K - $13.1K
|
18.6K
$791K
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-292- 0.46% |
$12.3K - $13.2K
|
63.4K
$2.69M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-324- 11.82% |
$13.7K - $14.6K
|
2.42K
$103K
|
|
|
May 08, 2025
Q1 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-328- 0.89% |
$13.8K - $14.8K
|
36.7K
$1.56M
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-392- 4.04% |
$16.5K - $17.7K
|
9.31K
$395K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-421- 1.2% |
$17.8K - $19K
|
34.8K
$1.48M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-475- 2.98% |
$20K - $21.5K
|
15.4K
$656K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-505- 25.92% |
$21.3K - $22.8K
|
1.44K
$61.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-519- 3.71% |
$21.9K - $23.4K
|
13.5K
$573K
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-530- 2.36% |
$22.4K - $23.9K
|
21.9K
$932K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-535- 5.8% |
$22.6K - $24.2K
|
8.69K
$369K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-563- 6.03% |
$23.7K - $25.4K
|
8.78K
$373K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-576- 57.72% |
$24.3K - $26K
|
422
$17.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-618- 6.39% |
$26.1K - $27.9K
|
9.05K
$385K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-759- 5.71% |
$32K - $34.3K
|
12.5K
$532K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-782- 2.68% |
$33K - $35.3K
|
28.4K
$1.21M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-803- 13.75% |
$33.9K - $36.3K
|
5.04K
$214K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-862- 5.57% |
$36.4K - $38.9K
|
14.6K
$621K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-901- 3.22% |
$38K - $40.7K
|
27.1K
$1.15M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-930- 1.98% |
$39.2K - $42K
|
46.1K
$1.96M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-956- 2.18% |
$40.3K - $43.2K
|
42.9K
$1.82M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-959- 7.89% |
$40.5K - $43.3K
|
11.2K
$475K
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-987- 13.42% |
$41.6K - $44.6K
|
6.37K
$270K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.03K- 17.96% |
$43.6K - $46.7K
|
4.72K
$201K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.08K- 3.98% |
$45.6K - $48.9K
|
26.1K
$1.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-1.09K- 11.07% |
$46K - $49.3K
|
8.77K
$372K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-1.13K- 8.07% |
$47.7K - $51.1K
|
12.9K
$547K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.2K- 10.16% |
$50.8K - $54.4K
|
10.6K
$452K
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-1.28K- 62.8% |
$54.1K - $57.9K
|
760
$32.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.29K- 15.33% |
$54.4K - $58.2K
|
7.12K
$302K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.39K- 16.55% |
$58.8K - $63K
|
7.03K
$299K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.42K- 2.35% |
$59.8K - $64K
|
59K
$2.51M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.43K- 2.23% |
$60.3K - $64.5K
|
62.6K
$2.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-1.49K- 14.4% |
$62.9K - $67.3K
|
8.87K
$377K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-1.5K- 47.21% |
$63.1K - $67.6K
|
1.67K
$71.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.5K- 4.07% |
$63.3K - $67.7K
|
35.3K
$1.5M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.5K- 12.01% |
$63.4K - $67.9K
|
11K
$468K
|
|
|
May 15, 2025
Q1 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-1.77K- 6.52% |
$74.5K - $79.8K
|
25.3K
$1.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.87K- 0.7% |
$78.7K - $84.3K
|
264K
$11.2M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.95K- 5.43% |
$82K - $87.8K
|
33.9K
$1.44M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.01K- 4.92% |
$84.6K - $90.6K
|
38.7K
$1.65M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.09K- 22.21% |
$88.1K - $94.3K
|
7.32K
$311K
|