Purchases and Sales Made in Q2 2024 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 Q2 2024. 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 | 
|---|---|---|---|---|---|---|---|
| 
               
                  Jul 24, 2024
                  Q2 2024
                 
               |   
            
              
   
      Mc Adam, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              5.05K+ 15.45% | 
            
                                   
                  $192K - $209K
                 
             |    
            
                                 
                37.7K
                $1.62M
                
             |               
            |
| 
               
                  Aug 02, 2024
                  Q2 2024
                 
               |   
            
              
   
      Larson Financial Group LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              5.02K+ 2358.22% | 
            
                                   
                  $191K - $208K
                 
             |    
            
                                 
                5.24K
                $225K
                
             |               
            |
| 
               
                  Oct 17, 2024
                  Q2 2024
                 
               |   
            
              
   
      Morgan Stanley
       
           
            New York, NY  | 
            
               BUY                   
             | 
            - | 
              5K+ 0.36% | 
            
                                   
                  $190K - $207K
                 
             |    
            
                                 
                1.38M
                $59.3M
                
             |               
            |
| 
               
                  Aug 14, 2024
                  Q2 2024
                 
               |   
            
              
   
      Morgan Stanley
       
           
            New York, NY  | 
            
               BUY                   
             | 
            - | 
              5K+ 0.36% | 
            
                                   
                  $190K - $207K
                 
             |    
            
                                 
                1.38M
                $59.3M
                
             |               
            |
| 
               
                  Jul 19, 2024
                  Q2 2024
                 
               |   
            
              
   
      Raymond James Financial Services Advisors, Inc.
       
           
            St. Petersburg, FL  | 
            
               BUY                   
             | 
            - | 
              4.9K+ 3.16% | 
            
                                   
                  $187K - $203K
                 
             |    
            
                                 
                160K
                $6.88M
                
             |               
            |
| 
               
                  Aug 12, 2024
                  Q2 2024
                 
               |   
            
              
   
      Ae Wealth Management LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              4.89K+ 6.58% | 
            
                                   
                  $186K - $202K
                 
             |    
            
                                 
                79.1K
                $3.4M
                
             |               
            |
| 
               
                  Aug 14, 2024
                  Q2 2024
                 
               |   
            
              
   
      Bank Of Montreal 
       
           
            Toronto, A6  | 
            
               BUY                   
             | 
            - | 
              4.56K+ 15.63% | 
            
                                   
                  $174K - $189K
                 
             |    
            
                                 
                33.7K
                $1.45M
                
             |               
            |
| 
               
                  Jul 30, 2024
                  Q2 2024
                 
               |   
            
              
   
      International Assets Investment Management, LLC
       
           
            Orlando, FL  | 
            
               BUY                   
             | 
            - | 
              4.47KNew | 
            
                                   
                  $170K - $185K
                 
             |    
            
                                 
                4.47K
                $193K
                
             |               
            |
| 
               
                  Jul 24, 2024
                  Q2 2024
                 
               |   
            
              
   
      Family Firm, Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              4.29KNew | 
            
                                   
                  $163K - $178K
                 
             |    
            
                                 
                4.29K
                $185K
                
             |               
            |
| 
               
                  Aug 13, 2024
                  Q2 2024
                 
               |   
            
              
   
      Ci Private Wealth, LLC
       
           
            Miami, FL  | 
            
               BUY                   
             | 
            - | 
              4.29K+ 3.15% | 
            
                                   
                  $163K - $178K
                 
             |    
            
                                 
                140K
                $6.04M
                
             |               
            |
| 
               
                  Aug 14, 2024
                  Q2 2024
                 
               |   
            
              
   
      Regal Investment Advisors LLC
       
           
            Kentwood, MI  | 
            
               BUY                   
             | 
            - | 
              4.17K+ 17.97% | 
            
                                   
                  $159K - $173K
                 
             |    
            
                                 
                27.4K
                $1.18M
                
             |               
            |
| 
               
                  Aug 14, 2024
                  Q2 2024
                 
               |   
            
              
   
      Iht Wealth Management, LLC
       
           
            Chicago, IL  | 
            
               BUY                   
             | 
            - | 
              3.76K+ 46.84% | 
            
                                   
                  $143K - $156K
                 
             |    
            
                                 
                11.8K
                $507K
                
             |               
            |
| 
               
                  Aug 13, 2024
                  Q2 2024
                 
               |   
            
              
   
      Quadrant Private Wealth Management, LLC
       
           
            Bethlehem, PA  | 
            
               BUY                   
             | 
            - | 
              3.75K+ 38.44% | 
            
                                   
                  $143K - $155K
                 
             |    
            
                                 
                13.5K
                $582K
                
             |               
            |
| 
               
                  Aug 14, 2024
                  Q2 2024
                 
               |   
            
              
   
      Kestra Advisory Services, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              3.64K+ 10.2% | 
            
                                   
                  $139K - $151K
                 
             |    
            
                                 
                39.3K
                $1.69M
                
             |               
            |
| 
               
                  Jul 18, 2024
                  Q2 2024
                 
               |   
            
              
   
      Triad Wealth Partners, LLC
       
           
            Lawrence, KS  | 
            
               BUY                   
             | 
            - | 
              3.05KNew | 
            
                                   
                  $116K - $126K
                 
             |    
            
                                 
                3.05K
                $131K
                
             |               
            |
| 
               
                  Aug 13, 2024
                  Q2 2024
                 
               |   
            
              
   
      Venture Visionary Partners LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              3.03K+ 3.23% | 
            
                                   
                  $115K - $126K
                 
             |    
            
                                 
                96.8K
                $4.17M
                
             |               
            |
| 
               
                  Aug 13, 2024
                  Q2 2024
                 
               |   
            
              
   
      Fairscale Capital, LLC
       
           
            Nashua, NH  | 
            
               BUY                   
             | 
            - | 
              2.97KNew | 
            
                                   
                  $113K - $123K
                 
             |    
            
                                 
                2.97K
                $128K
                
             |               
            |
| 
               
                  Aug 14, 2024
                  Q2 2024
                 
               |   
            
              
   
      Jones Financial Companies Lllp
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              2.88KNew | 
            
                                   
                  $110K - $119K
                 
             |    
            
                                 
                2.88K
                $124K
                
             |               
            |
| 
               
                  Jul 10, 2024
                  Q2 2024
                 
               |   
            
              
   
      Garrett Investment Advisors LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              2.71K+ 3.18% | 
            
                                   
                  $103K - $112K
                 
             |    
            
                                 
                87.9K
                $3.78M
                
             |               
            |
| 
               
                  Jul 12, 2024
                  Q2 2024
                 
               |   
            
              
   
      Sax Wealth Advisors, LLC
       
           
            Parsippany, NJ  | 
            
               BUY                   
             | 
            - | 
              2.69K+ 9.49% | 
            
                                   
                  $103K - $112K
                 
             |    
            
                                 
                31.1K
                $1.34M
                
             |               
            |
| 
               
                  Jul 19, 2024
                  Q2 2024
                 
               |   
            
              
   
      Western Wealth Management, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              2.66K+ 6.56% | 
            
                                   
                  $101K - $110K
                 
             |    
            
                                 
                43.1K
                $1.86M
                
             |               
            |
| 
               
                  Aug 02, 2024
                  Q2 2024
                 
               |   
            
              
   
      Resources Investment Advisors, Llc.
       
           
            Overland Park, KS  | 
            
               BUY                   
             | 
            - | 
              2.65K+ 15.06% | 
            
                                   
                  $101K - $110K
                 
             |    
            
                                 
                20.2K
                $870K
                
             |               
            |
| 
               
                  Aug 13, 2024
                  Q2 2024
                 
               |   
            
              
   
      Howe & Rusling Inc
       
           
            Rochester, NY  | 
            
               BUY                   
             | 
            - | 
              2.56KNew | 
            
                                   
                  $97.5K - $106K
                 
             |    
            
                                 
                2.56K
                $110K
                
             |               
            |
| 
               
                  Aug 13, 2024
                  Q2 2024
                 
               |   
            
              
   
      Drw Securities, LLC
       
           
            Chicago, IL  | 
            
               BUY                   
             | 
            - | 
              2.35K+ 29.75% | 
            
                                   
                  $89.5K - $97.3K
                 
             |    
            
                                 
                10.2K
                $441K
                
             |               
            |
| 
               
                  Jul 05, 2024
                  Q2 2024
                 
               |   
            
              
   
      Hbw Advisory Services LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              2.28K+ 9.05% | 
            
                                   
                  $86.7K - $94.2K
                 
             |    
            
                                 
                27.4K
                $1.18M
                
             |               
            |
| 
               
                  Jul 09, 2024
                  Q2 2024
                 
               |   
            
              
   
      Heartwood Wealth Advisors LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              2.19K+ 2.05% | 
            
                                   
                  $83.2K - $90.5K
                 
             |    
            
                                 
                109K
                $4.68M
                
             |               
            |
| 
               
                  Jul 12, 2024
                  Q2 2024
                 
               |   
            
              
   
      Register Financial Advisors LLC
       
           
            Atlanta, GA  | 
            
               BUY                   
             | 
            - | 
              1.99K+ 106.07% | 
            
                                   
                  $75.9K - $82.6K
                 
             |    
            
                                 
                3.87K
                $167K
                
             |               
            |
| 
               
                  Aug 05, 2024
                  Q2 2024
                 
               |   
            
              
   
      Advisor Os, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              1.8K+ 2.3% | 
            
                                   
                  $68.4K - $74.3K
                 
             |    
            
                                 
                79.7K
                $3.43M
                
             |               
            |
| 
               
                  Jul 09, 2024
                  Q2 2024
                 
               |   
            
              
   
      Astoria Portfolio Advisors Llc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              1.79K+ 15.8% | 
            
                                   
                  $68.2K - $74.1K
                 
             |    
            
                                 
                13.1K
                $564K
                
             |               
            |
| 
               
                  Aug 13, 2024
                  Q2 2024
                 
               |   
            
              
   
      Prudential Financial Inc
       
           
            Newark, NJ  | 
            
               BUY                   
             | 
            - | 
              1.66K+ 3.76% | 
            
                                   
                  $63.3K - $68.8K
                 
             |    
            
                                 
                45.9K
                $1.97M
                
             |               
            |
| 
               
                  Jul 24, 2024
                  Q2 2024
                 
               |   
            
              
   
      Stratos Wealth Partners, Ltd.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              1.44K+ 5.89% | 
            
                                   
                  $54.8K - $59.6K
                 
             |    
            
                                 
                25.9K
                $1.11M
                
             |               
            |
| 
               
                  Aug 02, 2024
                  Q2 2024
                 
               |   
            
              
   
      Gladstone Institutional Advisory LLC
       
           
            Boca Raton, FL  | 
            
               BUY                   
             | 
            - | 
              1.43K+ 9.89% | 
            
                                   
                  $54.4K - $59.1K
                 
             |    
            
                                 
                15.9K
                $683K
                
             |               
            |
| 
               
                  Aug 08, 2024
                  Q2 2024
                 
               |   
            
              
   
      Clear Investment Research, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              1.2K+ 47.55% | 
            
                                   
                  $45.8K - $49.8K
                 
             |    
            
                                 
                3.73K
                $161K
                
             |               
            |
| 
               
                  Jul 10, 2024
                  Q2 2024
                 
               |   
            
              
   
      Keystone Financial Planning, Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              1.19K+ 0.63% | 
            
                                   
                  $45.3K - $49.2K
                 
             |    
            
                                 
                191K
                $8.23M
                
             |               
            |
| 
               
                  Aug 08, 2024
                  Q2 2024
                 
               |   
            
              
   
      Core Cap Advisors, LLC
       
           
            Southfield, MI  | 
            
               BUY                   
             | 
            - | 
              1.16KNew | 
            
                                   
                  $44.1K - $48K
                 
             |    
            
                                 
                1.16K
                $49.8K
                
             |               
            |
| 
               
                  Aug 07, 2024
                  Q2 2024
                 
               |   
            
              
   
      Pfg Advisors
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              1.15K+ 14.75% | 
            
                                   
                  $44K - $47.8K
                 
             |    
            
                                 
                8.98K
                $386K
                
             |               
            |
| 
               
                  Aug 02, 2024
                  Q2 2024
                 
               |   
            
              
   
      Mgo Private Wealth, LLC
       
           
            Irvine, CA  | 
            
               BUY                   
             | 
            - | 
              954+ 7.32% | 
            
                                   
                  $36.3K - $39.5K
                 
             |    
            
                                 
                14K
                $602K
                
             |               
            |
| 
               
                  Aug 01, 2024
                  Q2 2024
                 
               |   
            
              
   
      Vision Point Advisory Group, LLC
       
           
            Dallas, TX  | 
            
               BUY                   
             | 
            - | 
              936+ 150.97% | 
            
                                   
                  $35.7K - $38.8K
                 
             |    
            
                                 
                1.56K
                $67K
                
             |               
            |
| 
               
                  Jul 29, 2024
                  Q2 2024
                 
               |   
            
              
   
      Ameritas Advisory Services, LLC
       
           
            Lincoln, NE  | 
            
               BUY                   
             | 
            - | 
              930+ 6.85% | 
            
                                   
                  $35.4K - $38.5K
                 
             |    
            
                                 
                14.5K
                $625K
                
             |               
            |
| 
               
                  Jul 08, 2024
                  Q2 2024
                 
               |   
            
              
   
      Mather Group, Llc.
       
           
            Chicago, IL  | 
            
               BUY                   
             | 
            - | 
              918New | 
            
                                   
                  $35K - $38K
                 
             |    
            
                                 
                918
                $39.5K
                
             |               
            |
| 
               
                  Jul 15, 2024
                  Q2 2024
                 
               |   
            
              
   
      Insight Advisors, LLC
       
           
            Newtown, PA  | 
            
               BUY                   
             | 
            - | 
              917+ 3.37% | 
            
                                   
                  $34.9K - $38K
                 
             |    
            
                                 
                28.1K
                $1.21M
                
             |               
            |
| 
               
                  Jul 26, 2024
                  Q2 2024
                 
               |   
            
              
   
      Harbour Investments, Inc.
       
           
            Madison, WI  | 
            
               BUY                   
             | 
            - | 
              832+ 3.34% | 
            
                                   
                  $31.7K - $34.5K
                 
             |    
            
                                 
                25.7K
                $1.11M
                
             |               
            |
| 
               
                  Aug 13, 2024
                  Q2 2024
                 
               |   
            
              
   
      Advisory Services Network, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              792+ 9.91% | 
            
                                   
                  $30.2K - $32.8K
                 
             |    
            
                                 
                8.78K
                $378K
                
             |               
            |
| 
               
                  Jul 15, 2024
                  Q2 2024
                 
               |   
            
              
   
      Lex Aurum Advisors, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              748+ 3.97% | 
            
                                   
                  $28.5K - $31K
                 
             |    
            
                                 
                19.6K
                $843K
                
             |               
            |
| 
               
                  Aug 15, 2024
                  Q2 2024
                 
               |   
            
              
   
      New Edge Advisors, LLC
       
           
            New Orleans, LA  | 
            
               BUY                   
             | 
            - | 
              708+ 0.86% | 
            
                                   
                  $27K - $29.3K
                 
             |    
            
                                 
                83.3K
                $3.58M
                
             |               
            |
| 
               
                  Jul 09, 2024
                  Q2 2024
                 
               |   
            
              
   
      Park Avenue Securities LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              706+ 5.79% | 
            
                                   
                  $26.9K - $29.2K
                 
             |    
            
                                 
                12.9K
                $555K
                
             |               
            |
| 
               
                  Jul 22, 2024
                  Q2 2024
                 
               |   
            
              
   
      Trilogy Capital Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              665+ 8.85% | 
            
                                   
                  $25.3K - $27.5K
                 
             |    
            
                                 
                8.18K
                $352K
                
             |               
            |
| 
               
                  Aug 01, 2024
                  Q2 2024
                 
               |   
            
              
   
      Willis Johnson & Associates, Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              640+ 4.54% | 
            
                                   
                  $24.4K - $26.5K
                 
             |    
            
                                 
                14.7K
                $635K
                
             |               
            |
| 
               
                  Aug 02, 2024
                  Q2 2024
                 
               |   
            
              
   
      Navis Wealth Advisors, LLC
       
           
            Rye Brook, NY  | 
            
               BUY                   
             | 
            - | 
              630+ 8.4% | 
            
                                   
                  $24K - $26.1K
                 
             |    
            
                                 
                8.13K
                $350K
                
             |               
            |
| 
               
                  Jul 10, 2024
                  Q2 2024
                 
               |   
            
              
   
      Selective Wealth Management, Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              618+ 3.36% | 
            
                                   
                  $23.5K - $25.6K
                 
             |    
            
                                 
                19K
                $818K
                
             |