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 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.69K- 4.39% |
$227K - $261K
|
124K
$5.33M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.29K- 3.93% |
$251K - $288K
|
154K
$6.62M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-6.6K- 86.24% |
$264K - $303K
|
1.05K
$45.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-6.74K- 15.8% |
$269K - $309K
|
35.9K
$1.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.5K- 19.06% |
$299K - $344K
|
31.8K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-9.29K- 30.75% |
$371K - $426K
|
20.9K
$902K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.82K- 7.7% |
$392K - $450K
|
118K
$5.07M
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-9.99K- 7.41% |
$399K - $458K
|
125K
$5.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-10.5K- 71.75% |
$421K - $484K
|
4.15K
$179K
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-11.7K- 16.55% |
$468K - $537K
|
59.1K
$2.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-13.1K- 20.38% |
$525K - $603K
|
51.3K
$2.21M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-14.9K- 32.97% |
$595K - $683K
|
30.3K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-15.2K- 0.54% |
$606K - $696K
|
2.8M
$121M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-15.4K- 4.99% |
$615K - $706K
|
293K
$12.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-17.3K- 3.14% |
$690K - $792K
|
534K
$23M
|
|
|
Oct 17, 2024
Q3 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-18.7K- 37.33% |
$746K - $856K
|
31.3K
$1.35M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-19.9K- 69.33% |
$796K - $913K
|
8.81K
$380K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-23.3K- 3.99% |
$931K - $1.07M
|
561K
$24.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-23.5K- 51.24% |
$941K - $1.08M
|
22.4K
$966K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-27.2K- 33.2% |
$1.09M - $1.25M
|
54.8K
$2.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
SELL
|
- |
-27.5K- 14.14% |
$1.1M - $1.26M
|
167K
$7.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-31.3K- 50.58% |
$1.25M - $1.44M
|
30.6K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-36K- 25.66% |
$1.44M - $1.65M
|
104K
$4.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-38.1K- 49.01% |
$1.52M - $1.75M
|
39.6K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-39.3K- 75.71% |
$1.57M - $1.8M
|
12.6K
$544K
|
|
|
Nov 06, 2024
Q3 2024
|
Gunma Bank,Ltd.
|
SELL
|
- |
-40K- 34.78% |
$1.6M - $1.83M
|
75K
$3.23M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-63.1K- 82.91% |
$2.52M - $2.9M
|
13K
$561K
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-65.4K- 25.84% |
$2.61M - $3M
|
188K
$8.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-73K- 2.34% |
$2.92M - $3.35M
|
3.05M
$132M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-80.5K- 10.75% |
$3.22M - $3.69M
|
668K
$28.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-85.9K- 92.43% |
$3.43M - $3.94M
|
7.04K
$303K
|
|
|
Nov 08, 2024
Q3 2024
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-135K- 93.24% |
$5.38M - $6.17M
|
9.76K
$421K
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-247K- 97.74% |
$9.88M - $11.3M
|
5.71K
$246K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-516K- 37.34% |
$20.6M - $23.7M
|
866K
$37.3M
|