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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
18+ 0.31% |
$686 - $746
|
5.92K
$255K
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
13+ 0.77% |
$495 - $538
|
1.69K
$73K
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
13+ 1.13% |
$495 - $538
|
1.16K
$50K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
11New |
$419 - $456
|
11
$474
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10New |
$381 - $414
|
10
$431
|
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
7+ 0.07% |
$267 - $290
|
10.3K
$445K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6+ 0.83% |
$229 - $249
|
726
$31.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4+ 1.66% |
$152 - $166
|
245
$10.6K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3+ 0.2% |
$114 - $124
|
1.5K
$64.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
3+ 0.02% |
$114 - $124
|
12.3K
$532K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2+ 1.8% |
$76.2 - $82.8
|
113
$4.87K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1+ 3.23% |
$38.1 - $41.4
|
32
$1.38K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1New |
$38.1 - $41.4
|
1
$43.1
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1+ 0.02% |
$38.1 - $41.4
|
6.36K
$274K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 3.33% |
$38.1 - $41.4
|
31
$1.34K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.01% |
$38.1 - $41.4
|
13.3K
$571K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1+ 0.02% |
$38.1 - $41.4
|
6.36K
$274K
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 0.02% |
$38.1 - $41.4
|
4.07K
$175K
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1- -0.0% |
$38.1 - $41.4
|
22K
$949K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5- 0.02% |
$191 - $207
|
30.1K
$1.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-8- 0.74% |
$305 - $331
|
1.08K
$46.4K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-8- 1.4% |
$305 - $331
|
563
$24.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-21- 2.47% |
$800 - $870
|
830
$35.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-26- 0.13% |
$991 - $1.08K
|
19.5K
$842K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-33- 0.61% |
$1.26K - $1.37K
|
5.33K
$230K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-36- 15.25% |
$1.37K - $1.49K
|
200
$8.62K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-37- 0.49% |
$1.41K - $1.53K
|
7.51K
$324K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-52- 17.93% |
$1.98K - $2.15K
|
238
$10.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-81- 0.19% |
$3.09K - $3.36K
|
42.5K
$1.83M
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-87- 39.55% |
$3.31K - $3.6K
|
133
$5.73K
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-101- 1.09% |
$3.85K - $4.18K
|
9.2K
$397K
|
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-120- 9.4% |
$4.57K - $4.97K
|
1.16K
$49.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-135- 0.96% |
$5.14K - $5.59K
|
13.9K
$600K
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-136- 0.32% |
$5.18K - $5.63K
|
41.8K
$1.8M
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-139- 0.46% |
$5.3K - $5.76K
|
29.9K
$1.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-141- 4.17% |
$5.37K - $5.84K
|
3.24K
$140K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-155- 96.27% |
$5.91K - $6.42K
|
6
$259
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-166- 1.62% |
$6.32K - $6.88K
|
10.1K
$434K
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-175- 10.54% |
$6.67K - $7.25K
|
1.49K
$64K
|
|
|
Aug 02, 2024
Q2 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-181- 1.71% |
$6.9K - $7.5K
|
10.4K
$448K
|
|
|
Aug 14, 2024
Q2 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-186- 2.31% |
$7.09K - $7.7K
|
7.86K
$339K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-190- 1.95% |
$7.24K - $7.87K
|
9.56K
$412K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-201- 0.75% |
$7.66K - $8.33K
|
26.6K
$1.15M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-207- 3.44% |
$7.89K - $8.57K
|
5.82K
$251K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-232- 4.01% |
$8.84K - $9.61K
|
5.56K
$240K
|
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-239- 0.46% |
$9.11K - $9.9K
|
51.4K
$2.21M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-240- 27.4% |
$9.14K - $9.94K
|
636
$27.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-250- 1.53% |
$9.53K - $10.4K
|
16.1K
$693K
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
SELL
|
- |
-281- 3.54% |
$10.7K - $11.6K
|
7.67K
$330K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-287- 1.33% |
$10.9K - $11.9K
|
21.2K
$916K
|