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
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
161+ 6.66% |
$6.25K - $7.13K
|
2.58K
$111K
|
|
|
Aug 06, 2025
Q2 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
161+ 1.78% |
$6.25K - $7.13K
|
9.22K
$397K
|
|
|
Jul 22, 2025
Q2 2025
|
Vantage Investment Partners, LLC
|
BUY
|
- |
155+ 1.63% |
$6.02K - $6.86K
|
9.65K
$415K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
141New |
$5.47K - $6.24K
|
141
$6.07K
|
|
|
Aug 11, 2025
Q2 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
127+ 2.35% |
$4.93K - $5.62K
|
5.53K
$238K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
119+ 1.09% |
$4.62K - $5.27K
|
11.1K
$476K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
118+ 2.07% |
$4.58K - $5.23K
|
5.81K
$250K
|
|
|
Jul 18, 2025
Q2 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
115+ 1.18% |
$4.46K - $5.09K
|
9.83K
$423K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
111+ 0.26% |
$4.31K - $4.92K
|
43.2K
$1.86M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
110+ 45.83% |
$4.27K - $4.87K
|
350
$15.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
105New |
$4.08K - $4.65K
|
105
$4.52K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
100+ 1.82% |
$3.88K - $4.43K
|
5.59K
$241K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
91+ 0.82% |
$3.53K - $4.03K
|
11.2K
$482K
|
|
|
Jul 31, 2025
Q2 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
80+ 0.86% |
$3.1K - $3.54K
|
9.39K
$404K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
78+ 0.13% |
$3.03K - $3.45K
|
58.3K
$2.51M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
77+ 1.21% |
$2.99K - $3.41K
|
6.44K
$277K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
77+ 1.21% |
$2.99K - $3.41K
|
6.44K
$277K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
76+ 0.37% |
$2.95K - $3.37K
|
20.4K
$880K
|
|
|
Aug 14, 2025
Q2 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
69+ 0.24% |
$2.68K - $3.06K
|
28.4K
$1.22M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
49+ 0.54% |
$1.9K - $2.17K
|
9.08K
$391K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
40New |
$1.55K - $1.77K
|
40
$1.72K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
38+ 0.15% |
$1.47K - $1.68K
|
25K
$1.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
35+ 52.24% |
$1.36K - $1.55K
|
102
$4.39K
|
|
|
Jul 31, 2025
Q2 2025
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
33+ 0.28% |
$1.28K - $1.46K
|
12K
$517K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
30+ 37.5% |
$1.16K - $1.33K
|
110
$4.73K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
30+ 0.42% |
$1.16K - $1.33K
|
7.15K
$308K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
30+ 0.06% |
$1.16K - $1.33K
|
51.7K
$2.23M
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
24+ 1.17% |
$931 - $1.06K
|
2.07K
$89.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
23+ 0.48% |
$893 - $1.02K
|
4.82K
$207K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
23+ 4.27% |
$893 - $1.02K
|
562
$24.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
22+ 0.34% |
$854 - $974
|
6.58K
$283K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
22+ 0.22% |
$854 - $974
|
10.1K
$435K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
17+ 0.32% |
$660 - $753
|
5.33K
$230K
|
|
|
Jul 31, 2025
Q2 2025
|
Peterson Wealth Services
|
BUY
|
- |
16+ 0.78% |
$621 - $708
|
2.07K
$89K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
15+ 0.3% |
$582 - $664
|
5.08K
$219K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
14+ 0.09% |
$543 - $620
|
16.1K
$692K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
12+ 1.16% |
$466 - $531
|
1.04K
$44.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
11+ 1.13% |
$427 - $487
|
982
$42.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7+ 1.16% |
$272 - $310
|
608
$26.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7+ 1.22% |
$272 - $310
|
580
$25K
|
|
|
Aug 14, 2025
Q2 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
3+ 0.02% |
$116 - $133
|
12.3K
$531K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2+ 0.69% |
$77.6 - $88.6
|
290
$12.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2+ 0.07% |
$77.6 - $88.6
|
2.95K
$127K
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1+ 5.56% |
$38.8 - $44.3
|
19
$818
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.86% |
$38.8 - $44.3
|
117
$5.04K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 2.38% |
$38.8 - $44.3
|
43
$1.85K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-8- 0.07% |
$310 - $354
|
11K
$474K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-12- 0.14% |
$466 - $531
|
8.67K
$373K
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-13- 0.27% |
$505 - $576
|
4.74K
$204K
|