Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
46.5K+ 957.81% |
$1.8M - $2.06M
|
51.3K
$2.26M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
24.4KNew |
$945K - $1.08M
|
24.4K
$1.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
24.2K+ 7.81% |
$938K - $1.07M
|
333K
$14.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
23.3K+ 16.65% |
$904K - $1.03M
|
163K
$7.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
21.9KNew |
$848K - $968K
|
21.9K
$963K
|
|
|
Jul 16, 2025
Q2 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
18.9K+ 5.3% |
$735K - $838K
|
376K
$16.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
17.7KNew |
$687K - $784K
|
17.7K
$780K
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
15.1KNew |
$588K - $671K
|
15.1K
$667K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
10.1KNew |
$392K - $448K
|
10.1K
$446K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
8.75K+ 37.58% |
$340K - $387K
|
32K
$1.41M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
7.49K+ 5.05% |
$291K - $332K
|
156K
$6.87M
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
7.03K+ 27.22% |
$273K - $311K
|
32.9K
$1.45M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
6.61K+ 3.49% |
$257K - $293K
|
196K
$8.65M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.67K+ 4.86% |
$181K - $207K
|
101K
$4.43M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.66K+ 13.82% |
$181K - $206K
|
38.4K
$1.69M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
4.03K+ 4.99% |
$156K - $178K
|
84.7K
$3.73M
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
3.34K+ 2.3% |
$130K - $148K
|
149K
$6.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
BUY
|
- |
3.14K+ 1.46% |
$122K - $139K
|
218K
$9.63M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.88K+ 2.52% |
$112K - $128K
|
117K
$5.16M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.86K+ 10.01% |
$111K - $127K
|
31.5K
$1.39M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
2.66K+ 19.62% |
$103K - $118K
|
16.2K
$714K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.6K+ 8.97% |
$101K - $115K
|
31.6K
$1.39M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.04K+ 2.4% |
$79.2K - $90.4K
|
87.2K
$3.84M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.82K+ 3.79% |
$70.5K - $80.5K
|
49.7K
$2.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
1.44K+ 3.35% |
$55.7K - $63.5K
|
44.3K
$1.95M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.43K+ 34.55% |
$55.4K - $63.2K
|
5.56K
$245K
|
|
|
Jul 24, 2025
Q2 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
1.34K+ 5.45% |
$52.1K - $59.4K
|
26K
$1.14M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.3K+ 7.41% |
$50.3K - $57.3K
|
18.8K
$827K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
833New |
$32.3K - $36.9K
|
833
$36.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
755+ 2.21% |
$29.3K - $33.4K
|
34.9K
$1.54M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
751+ 2.65% |
$29.1K - $33.3K
|
29.1K
$1.28M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
740+ 5.45% |
$28.7K - $32.8K
|
14.3K
$630K
|
|
|
Jul 23, 2025
Q2 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
684+ 2.86% |
$26.5K - $30.3K
|
24.6K
$1.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
306+ 5.83% |
$11.9K - $13.5K
|
5.56K
$245K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
301+ 1.91% |
$11.7K - $13.3K
|
16K
$706K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
298+ 60.82% |
$11.6K - $13.2K
|
788
$34.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
254+ 0.99% |
$9.86K - $11.2K
|
26K
$1.15M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
237+ 0.81% |
$9.2K - $10.5K
|
29.6K
$1.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Vantage Investment Partners, LLC
|
BUY
|
- |
155+ 1.63% |
$6.02K - $6.86K
|
9.65K
$425K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
119+ 1.09% |
$4.62K - $5.27K
|
11.1K
$488K
|
|
|
Jul 18, 2025
Q2 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
115+ 1.18% |
$4.46K - $5.09K
|
9.83K
$433K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
111+ 0.26% |
$4.31K - $4.92K
|
43.2K
$1.91M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
105New |
$4.08K - $4.65K
|
105
$4.63K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
77+ 1.21% |
$2.99K - $3.41K
|
6.44K
$284K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
76+ 0.37% |
$2.95K - $3.37K
|
20.4K
$900K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
38+ 0.15% |
$1.47K - $1.68K
|
25K
$1.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
30+ 0.42% |
$1.16K - $1.33K
|
7.15K
$315K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
30+ 37.5% |
$1.16K - $1.33K
|
110
$4.85K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
23+ 4.27% |
$893 - $1.02K
|
562
$24.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
23+ 0.48% |
$893 - $1.02K
|
4.82K
$212K
|