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
|
New Square Capital LLC
|
SELL
|
- |
-2.09K- 22.21% |
$88.1K - $94.3K
|
7.32K
$311K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.15K- 3.33% |
$90.7K - $97.1K
|
62.5K
$2.66M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.28K- 12.89% |
$96.1K - $103K
|
15.4K
$654K
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-2.45K- 12.73% |
$103K - $111K
|
16.8K
$713K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.7K- 6.47% |
$114K - $122K
|
39K
$1.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-2.7K- 50.57% |
$114K - $122K
|
2.64K
$112K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-2.78K- 26.02% |
$117K - $126K
|
7.91K
$336K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.08K- 32.87% |
$130K - $139K
|
6.29K
$267K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.19K- 21.78% |
$135K - $144K
|
11.5K
$487K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.33K- 2.33% |
$140K - $150K
|
140K
$5.94M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.41K- 6.91% |
$144K - $154K
|
45.9K
$1.95M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.43K- 2.83% |
$145K - $155K
|
118K
$5.01M
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-3.45K- 8.56% |
$146K - $156K
|
36.9K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-3.59K- 27.01% |
$152K - $162K
|
9.71K
$412K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-3.97K- 10.49% |
$167K - $179K
|
33.9K
$1.44M
|
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-4.02K- 1.83% |
$170K - $182K
|
215K
$9.15M
|
|
|
May 09, 2025
Q1 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-4.19K- 25.52% |
$177K - $189K
|
12.2K
$519K
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-4.46K- 19.68% |
$188K - $202K
|
18.2K
$774K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.52K- 66.39% |
$191K - $204K
|
2.29K
$97.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-4.6KClosed |
$194K - $208K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.65K- 7.14% |
$196K - $210K
|
60.5K
$2.57M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-4.66K- 45.02% |
$197K - $211K
|
5.7K
$242K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.31K- 5.93% |
$224K - $240K
|
84.3K
$3.58M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-5.31K- 3.46% |
$224K - $240K
|
148K
$6.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-5.33K- 17.95% |
$225K - $241K
|
24.3K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.51K- 6.59% |
$232K - $249K
|
78.1K
$3.32M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.73K- 14.97% |
$242K - $259K
|
32.6K
$1.38M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-5.8K- 4.06% |
$245K - $262K
|
137K
$5.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-5.8K- 3.84% |
$245K - $262K
|
145K
$6.18M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.31K- 4.0% |
$266K - $285K
|
151K
$6.43M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.36K- 22.21% |
$268K - $287K
|
22.3K
$946K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.71K- 12.05% |
$283K - $303K
|
49K
$2.08M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.12K- 20.17% |
$300K - $321K
|
28.2K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.22KClosed |
$304K - $326K
|
0
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-7.23K- 9.52% |
$305K - $327K
|
68.7K
$2.92M
|
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-7.28K- 23.32% |
$307K - $329K
|
23.9K
$1.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.31K- 24.1% |
$308K - $330K
|
23K
$977K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-7.39K- 21.24% |
$312K - $334K
|
27.4K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7.9K- 10.38% |
$333K - $357K
|
68.3K
$2.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-8.28K- 92.9% |
$349K - $374K
|
633
$26.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-8.65K- 97.74% |
$365K - $391K
|
200
$8.5K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.73K- 10.3% |
$368K - $394K
|
76K
$3.23M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-8.8K- 4.31% |
$371K - $397K
|
195K
$8.3M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-10.3K- 99.98% |
$436K - $467K
|
2
$85
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-10.6K- 99.95% |
$447K - $478K
|
5
$212
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-12.2K- 3.75% |
$514K - $551K
|
313K
$13.3M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-16.6K- 76.67% |
$702K - $752K
|
5.07K
$215K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-19.2K- 58.71% |
$810K - $868K
|
13.5K
$574K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-20.8K- 49.38% |
$878K - $940K
|
21.3K
$907K
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-20.9K- 57.35% |
$881K - $943K
|
15.5K
$660K
|