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
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-2.69K- 4.24% |
$104K - $119K
|
60.7K
$2.61M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-2.76K- 2.01% |
$107K - $122K
|
134K
$5.77M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.83K- 38.31% |
$110K - $125K
|
4.56K
$196K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.96K- 25.77% |
$115K - $131K
|
8.51K
$366K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.35K- 21.56% |
$130K - $149K
|
12.2K
$525K
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.49K- 12.7% |
$135K - $154K
|
24K
$1.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.5K- 32.06% |
$136K - $155K
|
7.42K
$319K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-3.65K- 14.38% |
$142K - $162K
|
21.7K
$936K
|
|
|
Aug 13, 2025
Q2 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-3.83K- 15.87% |
$149K - $170K
|
20.3K
$875K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-3.87K- 25.37% |
$150K - $172K
|
11.4K
$491K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.95K- 6.47% |
$153K - $175K
|
57.1K
$2.46M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-4K- 18.74% |
$155K - $177K
|
17.3K
$747K
|
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-4.43K- 6.43% |
$172K - $196K
|
64.5K
$2.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4.45K- 10.54% |
$173K - $197K
|
37.7K
$1.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.51K- 3.7% |
$175K - $200K
|
117K
$5.04M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-4.55K- 18.7% |
$177K - $202K
|
19.8K
$852K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-4.61K- 57.75% |
$179K - $204K
|
3.38K
$145K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.84K- 30.41% |
$188K - $214K
|
11.1K
$476K
|
|
|
Aug 14, 2025
Q2 2025
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-4.88K- 50.3% |
$190K - $216K
|
4.83K
$208K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.93K- 33.71% |
$191K - $218K
|
9.69K
$417K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.04K- 37.36% |
$195K - $223K
|
8.44K
$363K
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-5.07K- 11.39% |
$197K - $225K
|
39.5K
$1.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Entrewealth, LLC
Austin, TX |
SELL
|
- |
-5.15K- 31.01% |
$200K - $228K
|
11.4K
$493K
|
|
|
Jul 21, 2025
Q2 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-5.45K- 18.91% |
$211K - $241K
|
23.4K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.88K- 18.04% |
$228K - $260K
|
26.7K
$1.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-6.63K- 39.34% |
$257K - $294K
|
10.2K
$440K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-7.32K- 93.47% |
$284K - $324K
|
511
$22K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.19K- 23.68% |
$318K - $363K
|
26.4K
$1.14M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-8.43K- 55.37% |
$327K - $373K
|
6.79K
$292K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-8.47K- 53.89% |
$329K - $375K
|
7.25K
$312K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-8.53K- 13.63% |
$331K - $378K
|
54K
$2.33M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.57K- 32.75% |
$332K - $379K
|
17.6K
$757K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.97K- 5.93% |
$348K - $397K
|
142K
$6.13M
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-9.43K- 53.33% |
$366K - $418K
|
8.25K
$355K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-9.67K- 19.74% |
$375K - $428K
|
39.3K
$1.69M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-9.97K- 25.94% |
$387K - $442K
|
28.5K
$1.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-10.1K- 14.64% |
$391K - $446K
|
58.7K
$2.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-10.7K- 15.63% |
$414K - $473K
|
57.6K
$2.48M
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-14.7K- 23.21% |
$571K - $652K
|
48.7K
$2.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-14.9K- 23.42% |
$578K - $659K
|
48.7K
$2.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-15.7KClosed |
$607K - $693K
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-18.8K- 8.06% |
$729K - $831K
|
214K
$9.22M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-20.1K- 96.68% |
$779K - $889K
|
689
$29.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-20.9K- 12.26% |
$811K - $925K
|
149K
$6.43M
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
SELL
|
- |
-22.1K- 4.68% |
$859K - $980K
|
451K
$19.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-24.5K- 47.46% |
$950K - $1.08M
|
27.1K
$1.17M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-36.6K- 2.42% |
$1.42M - $1.62M
|
1.48M
$63.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-55K- 37.02% |
$2.13M - $2.43M
|
93.5K
$4.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-59.1K- 29.18% |
$2.29M - $2.62M
|
143K
$6.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-59.5K- 11.29% |
$2.31M - $2.63M
|
467K
$20.1M
|