Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
262K+ 4595.08% |
$11.3M - $12.4M
|
268K
$11.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
181K+ 139.99% |
$7.81M - $8.59M
|
311K
$13.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
110K+ 60.4% |
$4.73M - $5.2M
|
292K
$12.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
74.7KNew |
$3.22M - $3.54M
|
74.7K
$3.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
51.3K+ 84.65% |
$2.21M - $2.43M
|
112K
$4.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
46.8K+ 72.81% |
$2.02M - $2.22M
|
111K
$4.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
42.2KNew |
$1.81M - $2M
|
42.2K
$1.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
30.3K+ 7.66% |
$1.3M - $1.43M
|
426K
$18.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
28.2KNew |
$1.22M - $1.34M
|
28.2K
$1.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
25.9KNew |
$1.11M - $1.23M
|
25.9K
$1.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
19.7K+ 6.04% |
$848K - $933K
|
346K
$15.3M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
15.2K+ 43.66% |
$652K - $717K
|
49.9K
$2.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
15.1KNew |
$651K - $717K
|
15.1K
$668K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
14.2KNew |
$612K - $673K
|
14.2K
$628K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
10.9K+ 85.2% |
$467K - $514K
|
23.6K
$1.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.8K+ 54.66% |
$463K - $509K
|
30.4K
$1.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
9.21KNew |
$396K - $436K
|
9.21K
$406K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
8.92KNew |
$384K - $422K
|
8.92K
$393K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7.48KNew |
$322K - $354K
|
7.48K
$330K
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
7.13K+ 62.49% |
$307K - $337K
|
18.5K
$818K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.99K+ 155.38% |
$301K - $331K
|
11.5K
$506K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.73K+ 10.41% |
$289K - $318K
|
71.4K
$3.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.56K+ 5.31% |
$282K - $311K
|
130K
$5.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.25K+ 10.59% |
$269K - $296K
|
65.2K
$2.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
5.7KNew |
$245K - $270K
|
5.7K
$251K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
5.67KNew |
$244K - $268K
|
5.67K
$250K
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
5.52K+ 32.61% |
$238K - $261K
|
22.5K
$990K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.45K+ 85.2% |
$235K - $258K
|
11.9K
$523K
|
|
|
Jan 29, 2025
Q4 2024
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
5.24KNew |
$226K - $248K
|
5.24K
$231K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
5.11K+ 12.91% |
$220K - $242K
|
44.7K
$1.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5.11K+ 28.38% |
$220K - $242K
|
23.1K
$1.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
4.68KNew |
$201K - $221K
|
4.68K
$206K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.73K+ 20.32% |
$161K - $177K
|
22.1K
$975K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3.66K+ 2.93% |
$157K - $173K
|
128K
$5.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.56K+ 79.17% |
$153K - $168K
|
8.05K
$355K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
3.5K+ 44.15% |
$151K - $166K
|
11.4K
$504K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
3K+ 3.75% |
$129K - $142K
|
83K
$3.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
2.97K+ 2.0% |
$128K - $141K
|
151K
$6.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
2.69K+ 6.53% |
$116K - $127K
|
43.8K
$1.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.66K+ 11.84% |
$114K - $126K
|
25.1K
$1.11M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
2.52K+ 3.28% |
$108K - $119K
|
79.5K
$3.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
2.5K+ 1.31% |
$108K - $118K
|
194K
$8.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.1K+ 10.73% |
$90.5K - $99.5K
|
21.7K
$958K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
2.08K+ 26.38% |
$89.3K - $98.2K
|
9.94K
$438K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.96K+ 14.67% |
$84.2K - $92.6K
|
15.3K
$675K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.83K+ 52.33% |
$78.6K - $86.5K
|
5.32K
$235K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.8K+ 24.27% |
$77.4K - $85.2K
|
9.22K
$407K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
1.77KNew |
$76K - $83.6K
|
1.77K
$77.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1.73K+ 15.61% |
$74.6K - $82.1K
|
12.8K
$566K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.68K+ 12.28% |
$72.3K - $79.5K
|
15.4K
$678K
|