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 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-21- 0.71% |
$815 - $930
|
2.95K
$127K
|
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-27- 2.74% |
$1.05K - $1.2K
|
957
$41.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-28- 0.19% |
$1.09K - $1.24K
|
14.6K
$629K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-35- 8.29% |
$1.36K - $1.55K
|
387
$16.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-43- 79.63% |
$1.67K - $1.9K
|
11
$473
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-46- 0.65% |
$1.79K - $2.04K
|
7.08K
$305K
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-49- 0.42% |
$1.9K - $2.17K
|
11.6K
$501K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-70- 0.17% |
$2.72K - $3.1K
|
40.1K
$1.73M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-86- 1.02% |
$3.34K - $3.81K
|
8.35K
$359K
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-86- 0.47% |
$3.34K - $3.81K
|
18.3K
$789K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-86- 1.56% |
$3.34K - $3.81K
|
5.42K
$233K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-93- 0.9% |
$3.61K - $4.12K
|
10.3K
$443K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-95- 1.3% |
$3.69K - $4.21K
|
7.22K
$311K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
SELL
|
- |
-95- 1.3% |
$3.69K - $4.21K
|
7.22K
$311K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-98- 0.43% |
$3.8K - $4.34K
|
22.9K
$986K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-103- 0.1% |
$4K - $4.56K
|
101K
$4.35M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-142- 0.7% |
$5.51K - $6.29K
|
20.2K
$870K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-145- 2.18% |
$5.63K - $6.42K
|
6.51K
$280K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-146- 2.44% |
$5.67K - $6.46K
|
5.85K
$252K
|
|
|
Aug 11, 2025
Q2 2025
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-150- 1.79% |
$5.82K - $6.64K
|
8.23K
$354K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-155- 2.78% |
$6.02K - $6.86K
|
5.42K
$233K
|
|
|
Aug 12, 2025
Q2 2025
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-158- 1.77% |
$6.13K - $7K
|
8.75K
$377K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-165- 1.83% |
$6.4K - $7.31K
|
8.87K
$382K
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-165- 2.59% |
$6.4K - $7.31K
|
6.2K
$267K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-188- 2.06% |
$7.3K - $8.32K
|
8.92K
$384K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-189- 0.91% |
$7.34K - $8.37K
|
20.5K
$883K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-195- 13.51% |
$7.57K - $8.63K
|
1.25K
$53.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-200- 26.49% |
$7.76K - $8.86K
|
555
$23.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-201- 3.7% |
$7.8K - $8.9K
|
5.24K
$225K
|
|
|
Aug 01, 2025
Q2 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-214- 2.94% |
$8.31K - $9.48K
|
7.06K
$304K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-225- 0.64% |
$8.73K - $9.96K
|
35K
$1.51M
|
|
|
Jul 09, 2025
Q2 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
SELL
|
- |
-234- 3.44% |
$9.08K - $10.4K
|
6.57K
$283K
|
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-246- 0.67% |
$9.55K - $10.9K
|
36.4K
$1.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
SELL
|
- |
-256- 40.44% |
$9.94K - $11.3K
|
377
$16.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-259- 1.42% |
$10.1K - $11.5K
|
18K
$773K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-294- 7.54% |
$11.4K - $13K
|
3.61K
$155K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-308- 2.39% |
$12K - $13.6K
|
12.6K
$541K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-311- 4.22% |
$12.1K - $13.8K
|
7.06K
$304K
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-312- 3.56% |
$12.1K - $13.8K
|
8.46K
$364K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-342- 2.7% |
$13.3K - $15.1K
|
12.3K
$531K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-355- 13.79% |
$13.8K - $15.7K
|
2.22K
$95.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-380- 16.51% |
$14.7K - $16.8K
|
1.92K
$82.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-383- 5.37% |
$14.9K - $17K
|
6.75K
$291K
|
|
|
Aug 06, 2025
Q2 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
SELL
|
- |
-393- 4.91% |
$15.3K - $17.4K
|
7.61K
$327K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-408- 67.66% |
$15.8K - $18.1K
|
195
$8.39K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-463- 6.36% |
$18K - $20.5K
|
6.82K
$293K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-489- 1.41% |
$19K - $21.7K
|
34.3K
$1.48M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-500- 3.11% |
$19.4K - $22.1K
|
15.6K
$671K
|
|
|
Aug 14, 2025
Q2 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-506- 8.73% |
$19.6K - $22.4K
|
5.29K
$228K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-534- 0.68% |
$20.7K - $23.6K
|
77.5K
$3.34M
|