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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10.2K+ 1239.49% |
$396K - $452K
|
11K
$474K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.2K+ 13.59% |
$394K - $450K
|
84.9K
$3.65M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
10.1KNew |
$393K - $449K
|
10.1K
$436K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
10.1KNew |
$392K - $448K
|
10.1K
$435K
|
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
BUY
|
- |
9.08KNew |
$353K - $402K
|
9.08K
$391K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
8.75K+ 37.58% |
$340K - $387K
|
32K
$1.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.63K+ 7.32% |
$335K - $382K
|
126K
$5.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
8.59K+ 2.15% |
$333K - $380K
|
408K
$17.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.51K+ 11.15% |
$330K - $377K
|
84.9K
$3.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.34K+ 29.62% |
$324K - $369K
|
36.5K
$1.57M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
8.33KNew |
$323K - $369K
|
8.33K
$359K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.11K+ 0.26% |
$315K - $359K
|
3.12M
$134M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
7.66K+ 0.5% |
$297K - $339K
|
1.53M
$66.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
7.6K+ 8.31% |
$295K - $336K
|
99K
$4.26M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
7.49K+ 5.05% |
$291K - $332K
|
156K
$6.71M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
7.35K+ 73.93% |
$285K - $325K
|
17.3K
$744K
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
7.03K+ 27.22% |
$273K - $311K
|
32.9K
$1.41M
|
|
|
Aug 06, 2025
Q2 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
6.92K+ 25.92% |
$268K - $306K
|
33.6K
$1.45M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
6.61K+ 3.49% |
$257K - $293K
|
196K
$8.45M
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
6.15K+ 42.37% |
$239K - $272K
|
20.7K
$889K
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
6.05KNew |
$235K - $268K
|
6.05K
$260K
|
|
|
Aug 05, 2025
Q2 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
5.78KNew |
$224K - $256K
|
5.78K
$249K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.59KNew |
$217K - $247K
|
5.59K
$241K
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
5.51K+ 4.1% |
$214K - $244K
|
140K
$6.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
5.1KNew |
$198K - $226K
|
5.1K
$219K
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
4.81KNew |
$187K - $213K
|
4.81K
$207K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.67K+ 4.86% |
$181K - $207K
|
101K
$4.33M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.66K+ 13.82% |
$181K - $206K
|
38.4K
$1.65M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
4.5K+ 4.0% |
$175K - $199K
|
117K
$5.04M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.33K+ 61.6% |
$168K - $192K
|
11.4K
$489K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
4.21K+ 10.8% |
$164K - $187K
|
43.2K
$1.86M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
4.03K+ 4.99% |
$156K - $178K
|
84.7K
$3.65M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.96K+ 9.31% |
$154K - $175K
|
46.5K
$2M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.81K+ 8.53% |
$148K - $168K
|
48.4K
$2.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.73K+ 5.96% |
$145K - $165K
|
66.2K
$2.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.7K+ 4.48% |
$144K - $164K
|
86.2K
$3.71M
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
3.68K+ 8.46% |
$143K - $163K
|
47.2K
$2.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.66K+ 7.96% |
$142K - $162K
|
49.6K
$2.13M
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
3.34K+ 2.3% |
$130K - $148K
|
149K
$6.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
3.26K+ 1.7% |
$126K - $144K
|
195K
$8.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.25K+ 4.87% |
$126K - $144K
|
70.1K
$3.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
BUY
|
- |
3.14K+ 1.46% |
$122K - $139K
|
218K
$9.4M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.9K+ 2.96% |
$113K - $129K
|
101K
$4.34M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.88K+ 2.52% |
$112K - $128K
|
117K
$5.04M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.86K+ 10.01% |
$111K - $127K
|
31.5K
$1.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.86K+ 13.02% |
$111K - $127K
|
24.8K
$1.07M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
2.66K+ 19.62% |
$103K - $118K
|
16.2K
$697K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.6K+ 8.97% |
$101K - $115K
|
31.6K
$1.36M
|
|
|
Jul 28, 2025
Q2 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
2.12K+ 25.21% |
$82.2K - $93.8K
|
10.5K
$453K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.11K+ 41.07% |
$81.9K - $93.4K
|
7.24K
$312K
|