Purchases and Sales Made in Q3 2024 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 Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
241KNew |
$9.63M - $11.1M
|
241K
$10.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
225KNew |
$9M - $10.3M
|
225K
$9.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
216K+ 364.88% |
$8.63M - $9.91M
|
275K
$12.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
144K+ 24.44% |
$5.75M - $6.6M
|
732K
$32.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
143K+ 129.15% |
$5.73M - $6.58M
|
255K
$11.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
130KNew |
$5.18M - $5.94M
|
130K
$5.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
107K+ 767.81% |
$4.26M - $4.89M
|
121K
$5.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
101K+ 979.83% |
$4.04M - $4.64M
|
111K
$4.89M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
96.1K+ 190.46% |
$3.84M - $4.41M
|
147K
$6.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
88.6K+ 6.43% |
$3.54M - $4.06M
|
1.47M
$64.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
75.9K+ 6551.81% |
$3.03M - $3.48M
|
77K
$3.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
68.4K+ 72.83% |
$2.73M - $3.14M
|
162K
$7.13M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
66.6K+ 1.86% |
$2.66M - $3.05M
|
3.65M
$160M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
64.4K+ 16.98% |
$2.57M - $2.95M
|
444K
$19.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
63.4KNew |
$2.53M - $2.91M
|
63.4K
$2.78M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
59.6KNew |
$2.38M - $2.73M
|
59.6K
$2.62M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
57.3K+ 814.57% |
$2.29M - $2.63M
|
64.3K
$2.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
57.3KNew |
$2.29M - $2.63M
|
57.3K
$2.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
55.6K+ 156.28% |
$2.22M - $2.55M
|
91.1K
$4M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
51.8K+ 333.25% |
$2.07M - $2.38M
|
67.4K
$2.96M
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
51.7K+ 185.32% |
$2.06M - $2.37M
|
79.5K
$3.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
50.3K+ 12.8% |
$2.01M - $2.31M
|
444K
$19.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
41K+ 95.13% |
$1.64M - $1.88M
|
84.2K
$3.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
32.6KNew |
$1.3M - $1.49M
|
32.6K
$1.43M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
31.3K+ 15.46% |
$1.25M - $1.44M
|
234K
$10.3M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
31.3K+ 15.46% |
$1.25M - $1.44M
|
234K
$10.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
31K+ 20.51% |
$1.24M - $1.42M
|
182K
$7.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
30.9K+ 19.65% |
$1.24M - $1.42M
|
188K
$8.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
26.6K+ 13.66% |
$1.06M - $1.22M
|
222K
$9.73M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
25.2K+ 60.22% |
$1.01M - $1.15M
|
67K
$2.94M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24.4K+ 5.23% |
$974K - $1.12M
|
491K
$21.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
22.2K+ 339.06% |
$885K - $1.02M
|
28.7K
$1.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
21.2K+ 48.85% |
$847K - $973K
|
64.6K
$2.84M
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
20.3KNew |
$810K - $930K
|
20.3K
$891K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
19.7K+ 31.61% |
$787K - $904K
|
82K
$3.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
18.3K+ 59.65% |
$730K - $838K
|
48.9K
$2.15M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
17.3KNew |
$692K - $795K
|
17.3K
$761K
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
15.5K+ 4.08% |
$620K - $711K
|
396K
$17.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
14.7K+ 4.73% |
$589K - $676K
|
326K
$14.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
14.6K+ 34.64% |
$583K - $669K
|
56.7K
$2.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
13.2K+ 48.34% |
$529K - $608K
|
40.7K
$1.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
12.3K+ 6.69% |
$492K - $565K
|
197K
$8.64M
|
|
|
Oct 25, 2024
Q3 2024
|
Ami Asset Management Corp
|
BUY
|
- |
12KNew |
$481K - $552K
|
12K
$528K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
12K+ 32.35% |
$479K - $550K
|
49.1K
$2.16M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
11.4K+ 11.76% |
$455K - $522K
|
108K
$4.75M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.2K+ 156.56% |
$448K - $514K
|
18.4K
$806K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
10.9KNew |
$437K - $501K
|
10.9K
$480K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
10.9KNew |
$437K - $501K
|
10.9K
$480K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
10.6K+ 21.2% |
$423K - $486K
|
60.6K
$2.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
10.3K+ 40.52% |
$413K - $474K
|
35.9K
$1.57M
|