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 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
2.09K+ 23.58% |
$81.1K - $92.5K
|
11K
$472K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.08K+ 7.08% |
$80.7K - $92.1K
|
31.4K
$1.35M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.04K+ 2.4% |
$79.2K - $90.4K
|
87.2K
$3.75M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.82K+ 3.79% |
$70.5K - $80.5K
|
49.7K
$2.14M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.52K+ 16.48% |
$58.9K - $67.2K
|
10.7K
$462K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
1.44K+ 3.35% |
$55.7K - $63.5K
|
44.3K
$1.91M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.43K+ 34.55% |
$55.4K - $63.2K
|
5.56K
$239K
|
|
|
Jul 24, 2025
Q2 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
1.34K+ 5.45% |
$52.1K - $59.4K
|
26K
$1.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.3K+ 7.41% |
$50.3K - $57.3K
|
18.8K
$807K
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.18K+ 25.45% |
$45.8K - $52.3K
|
5.82K
$251K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.17K+ 4.28% |
$45.6K - $52K
|
28.6K
$1.23M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.17K+ 12.81% |
$45.2K - $51.6K
|
10.3K
$442K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.05K+ 116.67% |
$40.8K - $46.5K
|
1.95K
$83.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.04KNew |
$40.4K - $46.1K
|
1.04K
$44.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.01K+ 12.57% |
$39.1K - $44.6K
|
9.02K
$388K
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
1KNew |
$38.8K - $44.3K
|
1K
$43K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
833New |
$32.3K - $36.9K
|
833
$35.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
755+ 2.21% |
$29.3K - $33.4K
|
34.9K
$1.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
754New |
$29.3K - $33.4K
|
754
$32.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
751+ 2.65% |
$29.1K - $33.3K
|
29.1K
$1.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
740+ 5.45% |
$28.7K - $32.8K
|
14.3K
$616K
|
|
|
Jul 23, 2025
Q2 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
684+ 2.86% |
$26.5K - $30.3K
|
24.6K
$1.06M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
625+ 0.77% |
$24.3K - $27.7K
|
82K
$3.53M
|
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
622+ 1.38% |
$24.1K - $27.5K
|
45.7K
$1.97M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
619+ 2.01% |
$24K - $27.4K
|
31.5K
$1.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
588+ 11.68% |
$22.8K - $26K
|
5.62K
$242K
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
573New |
$22.2K - $25.4K
|
573
$24.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
548+ 11.93% |
$21.3K - $24.3K
|
5.14K
$221K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
546+ 2.67% |
$21.2K - $24.2K
|
21K
$904K
|
|
|
Aug 06, 2025
Q2 2025
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
511+ 5.16% |
$19.8K - $22.6K
|
10.4K
$448K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
510+ 2.29% |
$19.8K - $22.6K
|
22.8K
$981K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
437+ 1.63% |
$17K - $19.4K
|
27.2K
$1.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
433+ 21.52% |
$16.8K - $19.2K
|
2.45K
$105K
|
|
|
Jul 31, 2025
Q2 2025
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
384+ 0.2% |
$14.9K - $17K
|
197K
$8.48M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
318+ 2.81% |
$12.3K - $14.1K
|
11.6K
$501K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
306+ 5.83% |
$11.9K - $13.5K
|
5.56K
$239K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
301+ 6.38% |
$11.7K - $13.3K
|
5.02K
$216K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
301+ 1.91% |
$11.7K - $13.3K
|
16K
$690K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
300New |
$11.6K - $13.3K
|
300
$12.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
298+ 60.82% |
$11.6K - $13.2K
|
788
$33.9K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
285+ 19.86% |
$11.1K - $12.6K
|
1.72K
$74K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
267+ 13350.0% |
$10.4K - $11.8K
|
269
$11.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
255+ 2.53% |
$9.9K - $11.3K
|
10.3K
$445K
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
254+ 0.99% |
$9.86K - $11.2K
|
26K
$1.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Lynch Asset Management, Inc.
|
BUY
|
- |
250New |
$9.7K - $11.1K
|
250
$10.8K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
237+ 0.81% |
$9.2K - $10.5K
|
29.6K
$1.27M
|
|
|
Aug 11, 2025
Q2 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
214+ 0.28% |
$8.31K - $9.48K
|
76.3K
$3.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
200+ 7.49% |
$7.76K - $8.86K
|
2.87K
$124K
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
200+ 1.86% |
$7.76K - $8.86K
|
10.9K
$471K
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
172+ 1.43% |
$6.68K - $7.62K
|
12.2K
$527K
|