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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-363- 2.77% |
$14.5K - $16.6K
|
12.7K
$550K
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-392- 4.49% |
$15.7K - $18K
|
8.33K
$359K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-410- 2.78% |
$16.4K - $18.8K
|
14.3K
$618K
|
|
|
Nov 06, 2024
Q3 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-453- 4.23% |
$18.1K - $20.8K
|
10.3K
$443K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-500- 22.63% |
$20K - $22.9K
|
1.71K
$73.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-514- 2.42% |
$20.5K - $23.6K
|
20.7K
$893K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-590- 9.27% |
$23.6K - $27.1K
|
5.77K
$249K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-670- 1.58% |
$26.8K - $30.7K
|
41.8K
$1.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-687- 1.07% |
$27.4K - $31.5K
|
63.2K
$2.73M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-693- 75.49% |
$27.7K - $31.8K
|
225
$9.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-713- 5.07% |
$28.5K - $32.7K
|
13.3K
$575K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-734- 1.23% |
$29.3K - $33.7K
|
59K
$2.54M
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-804- 5.49% |
$32.1K - $36.9K
|
13.9K
$597K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-944- 16.82% |
$37.7K - $43.3K
|
4.67K
$201K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-949- 2.27% |
$37.9K - $43.5K
|
40.9K
$1.76M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-949- 2.15% |
$37.9K - $43.5K
|
43.1K
$1.86M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-995- 38.87% |
$39.8K - $45.6K
|
1.57K
$67.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.05K- 16.84% |
$42.1K - $48.3K
|
5.21K
$224K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.09K- 10.36% |
$43.3K - $49.8K
|
9.39K
$405K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.1K- 1.82% |
$43.7K - $50.2K
|
59K
$2.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1.1K- 2.73% |
$43.9K - $50.4K
|
39.1K
$1.69M
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.12K- 3.74% |
$44.6K - $51.2K
|
28.8K
$1.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.16K- 9.15% |
$46.2K - $53.1K
|
11.5K
$495K
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.18K- 2.72% |
$47K - $54K
|
42.2K
$1.82M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.32K- 22.72% |
$52.8K - $60.6K
|
4.5K
$194K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.35K- 4.15% |
$53.8K - $61.7K
|
31.1K
$1.34M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.47K- 13.73% |
$58.8K - $67.5K
|
9.24K
$398K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.58K- 4.35% |
$63.1K - $72.5K
|
34.7K
$1.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.59K- 8.1% |
$63.4K - $72.8K
|
18K
$776K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.62K- 2.78% |
$64.9K - $74.5K
|
56.7K
$2.44M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.7K- 1.17% |
$67.8K - $77.9K
|
144K
$6.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.73K- 6.51% |
$69.2K - $79.4K
|
24.9K
$1.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.74K- 11.83% |
$69.7K - $80K
|
13K
$560K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.91K- 2.07% |
$76.2K - $87.5K
|
90.2K
$3.89M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.92K- 10.3% |
$76.7K - $88.1K
|
16.7K
$721K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.99K- 3.12% |
$79.3K - $91K
|
61.7K
$2.66M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.18K- 11.08% |
$87.1K - $100K
|
17.5K
$755K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-2.45K- 2.97% |
$97.9K - $112K
|
80K
$3.45M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-2.46K- 4.78% |
$98.1K - $113K
|
48.9K
$2.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.56K- 99.84% |
$102K - $117K
|
4
$172
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.8K- 6.44% |
$112K - $128K
|
40.6K
$1.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.81K- 2.31% |
$112K - $129K
|
118K
$5.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.83K- 37.68% |
$113K - $130K
|
4.68K
$202K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.91K- 2.7% |
$116K - $133K
|
105K
$4.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.44K- 21.0% |
$137K - $158K
|
12.9K
$557K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-3.79K- 10.9% |
$151K - $174K
|
31K
$1.34M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.83K- 30.81% |
$153K - $175K
|
8.59K
$370K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-3.9K- 28.87% |
$156K - $179K
|
9.61K
$414K
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-4.82K- 16.1% |
$193K - $221K
|
25.1K
$1.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-5.54K- 25.93% |
$221K - $254K
|
15.8K
$683K
|