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 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-601- 5.26% |
$23.3K - $26.6K
|
10.8K
$466K
|
|
|
Aug 07, 2025
Q2 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-603- 1.99% |
$23.4K - $26.7K
|
29.7K
$1.28M
|
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-641- 1.85% |
$24.9K - $28.4K
|
34K
$1.46M
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-664- 70.71% |
$25.8K - $29.4K
|
275
$11.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-689- 8.71% |
$26.7K - $30.5K
|
7.22K
$311K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-787- 2.91% |
$30.5K - $34.8K
|
26.3K
$1.13M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-821- 7.71% |
$31.9K - $36.4K
|
9.83K
$423K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-826- 13.15% |
$32.1K - $36.6K
|
5.45K
$235K
|
|
|
Aug 13, 2025
Q2 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-830- 3.28% |
$32.2K - $36.8K
|
24.5K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-843- 3.61% |
$32.7K - $37.3K
|
22.5K
$969K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-850- 7.4% |
$33K - $37.6K
|
10.6K
$458K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-866- 2.55% |
$33.6K - $38.3K
|
33K
$1.42M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-885- 12.54% |
$34.3K - $39.2K
|
6.17K
$266K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-899- 0.64% |
$34.9K - $39.8K
|
139K
$5.98M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-923- 5.21% |
$35.8K - $40.9K
|
16.8K
$723K
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-1K- 9.02% |
$38.8K - $44.3K
|
10.1K
$434K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.02K- 16.31% |
$39.7K - $45.3K
|
5.25K
$226K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1.09K- 3.21% |
$42.2K - $48.2K
|
32.8K
$1.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.11K- 19.36% |
$43K - $49.1K
|
4.62K
$199K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-1.12K- 8.64% |
$43.5K - $49.6K
|
11.8K
$510K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.18K- 1.07% |
$45.7K - $52.1K
|
109K
$4.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.25K- 3.39% |
$48.4K - $55.3K
|
35.6K
$1.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.28K- 1.75% |
$49.5K - $56.5K
|
71.6K
$3.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.31K- 15.24% |
$50.9K - $58.1K
|
7.29K
$314K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.32K- 1.68% |
$51.2K - $58.4K
|
77.3K
$3.33M
|
|
|
Jul 29, 2025
Q2 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
SELL
|
- |
-1.37K- 19.9% |
$53K - $60.4K
|
5.49K
$236K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.38K- 3.91% |
$53.6K - $61.2K
|
34K
$1.46M
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-1.38K- 7.54% |
$53.7K - $61.3K
|
17K
$730K
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.46K- 9.39% |
$56.6K - $64.6K
|
14.1K
$606K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1.46K- 10.59% |
$56.8K - $64.8K
|
12.4K
$532K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.56K- 2.05% |
$60.4K - $68.9K
|
74.5K
$3.21M
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-1.59K- 12.62% |
$61.5K - $70.2K
|
11K
$472K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.62K- 3.52% |
$62.8K - $71.7K
|
44.4K
$1.91M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1.67K- 14.93% |
$64.9K - $74K
|
9.52K
$410K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.76K- 0.92% |
$68.5K - $78.1K
|
189K
$8.13M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.8K- 13.22% |
$69.7K - $79.6K
|
11.8K
$508K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.83K- 10.06% |
$70.9K - $80.9K
|
16.3K
$703K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.96K- 5.02% |
$76K - $86.7K
|
37.1K
$1.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-1.98K- 11.81% |
$76.9K - $87.8K
|
14.8K
$637K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.04K- 5.26% |
$79K - $90.1K
|
36.7K
$1.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-2.15K- 1.1% |
$83.5K - $95.3K
|
193K
$8.32M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.27K- 19.52% |
$88.2K - $101K
|
9.37K
$403K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.3K- 21.38% |
$89.1K - $102K
|
8.45K
$364K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.32K- 3.39% |
$89.8K - $103K
|
66K
$2.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-2.41K- 3.1% |
$93.6K - $107K
|
75.3K
$3.24M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.46K- 24.58% |
$95.3K - $109K
|
7.54K
$324K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.46K- 2.92% |
$95.6K - $109K
|
81.8K
$3.52M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.47K- 16.03% |
$95.8K - $109K
|
12.9K
$556K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-2.5K- 92.59% |
$97K - $111K
|
200
$8.61K
|
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-2.5K- 23.58% |
$97K - $111K
|
8.1K
$349K
|