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 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.17K+ 14.17% |
$127K - $146K
|
25.6K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.84K+ 6.09% |
$114K - $130K
|
49.5K
$2.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.79K+ 96.88% |
$111K - $128K
|
5.67K
$244K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.73K+ 3.45% |
$109K - $125K
|
81.8K
$3.53M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.64K+ 8.5% |
$106K - $121K
|
33.7K
$1.45M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.64K+ 6.59% |
$105K - $121K
|
42.6K
$1.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.37K+ 2.08% |
$94.8K - $109K
|
116K
$5.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
2.17K+ 26.55% |
$86.7K - $99.6K
|
10.3K
$446K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
2.03K+ 6.76% |
$81.1K - $93.1K
|
32.1K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.03K+ 2.43% |
$80.9K - $92.9K
|
85.3K
$3.68M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.96K+ 13.47% |
$78.1K - $89.7K
|
16.5K
$710K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
1.94KNew |
$77.3K - $88.8K
|
1.94K
$83.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.9K+ 6.33% |
$76.1K - $87.3K
|
32K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.78K+ 21.09% |
$71.1K - $81.6K
|
10.2K
$440K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.77K+ 5.25% |
$70.7K - $81.2K
|
35.5K
$1.53M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
BUY
|
- |
1.72K+ 13.02% |
$68.5K - $78.6K
|
14.9K
$642K
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
1.67K+ 21.19% |
$66.5K - $76.4K
|
9.52K
$410K
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.66K+ 1.13% |
$66.4K - $76.2K
|
148K
$6.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.54K+ 0.92% |
$61.4K - $70.5K
|
169K
$7.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.48KNew |
$59.1K - $67.9K
|
1.48K
$63.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.46K+ 2.24% |
$58.5K - $67.1K
|
66.9K
$2.88M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
1.44KNew |
$57.3K - $65.8K
|
1.44K
$61.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.43K+ 7.1% |
$57.3K - $65.8K
|
21.6K
$933K
|
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
1.37K+ 13.35% |
$54.7K - $62.7K
|
11.6K
$501K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.34K+ 26.38% |
$53.4K - $61.3K
|
6.4K
$276K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.28K+ 9.92% |
$51.1K - $58.7K
|
14.2K
$611K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.24K+ 1.89% |
$49.6K - $57K
|
67K
$2.89M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1.21K+ 8.79% |
$48.2K - $55.4K
|
14.9K
$644K
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.15K+ 5.9% |
$46.1K - $52.9K
|
20.7K
$891K
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.08K+ 4.3% |
$43.1K - $49.5K
|
26.2K
$1.13M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.05K+ 0.72% |
$42K - $48.2K
|
147K
$6.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.03K+ 9.87% |
$40.9K - $47K
|
11.4K
$492K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.01KNew |
$40.3K - $46.3K
|
1.01K
$43.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1K+ 2.21% |
$40.1K - $46K
|
46.5K
$2M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
880New |
$35.2K - $40.4K
|
880
$37.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
845+ 0.43% |
$33.8K - $38.8K
|
196K
$8.44M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
803+ 152.08% |
$32.1K - $36.8K
|
1.33K
$57.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
800New |
$32K - $36.7K
|
800
$34.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
799+ 5.47% |
$31.9K - $36.6K
|
15.4K
$664K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
723+ 8.57% |
$28.9K - $33.2K
|
9.16K
$395K
|
|
|
Oct 24, 2024
Q3 2024
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
718+ 0.95% |
$28.7K - $32.9K
|
76.2K
$3.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
717New |
$28.6K - $32.9K
|
717
$30.9K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
670+ 0.88% |
$26.8K - $30.7K
|
77K
$3.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
635+ 7.41% |
$25.4K - $29.1K
|
9.21K
$397K
|
|
|
Oct 28, 2024
Q3 2024
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
622+ 0.33% |
$24.8K - $28.5K
|
192K
$8.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
530+ 38.16% |
$21.2K - $24.3K
|
1.92K
$82.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
518+ 1.47% |
$20.7K - $23.8K
|
35.7K
$1.54M
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
517+ 3.98% |
$20.7K - $23.7K
|
13.5K
$582K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
496New |
$19.8K - $22.7K
|
496
$21.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
491+ 4.63% |
$19.6K - $22.5K
|
11.1K
$479K
|