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 | 
|---|---|---|---|---|---|---|---|
| 
               
                  Feb 05, 2025
                  Q4 2024
                 
               |   
            
              
   
      Sbi Securities Co., Ltd.
       
           
            Tokyo, M0  | 
            
               BUY                   
             | 
            - | 
              1.5MNew | 
            
                                   
                  $64.5M - $70.9M
                 
             |    
            
                                 
                1.5M
                $64.5M
                
             |               
            |
| 
               
                  Feb 14, 2025
                  Q4 2024
                 
               |   
            
              
   
      Auto Owners Insurance CO
       
           
            Lansing, MI  | 
            
               BUY                   
             | 
            - | 
              690K+ 33.66% | 
            
                                   
                  $29.7M - $32.7M
                 
             |    
            
                                 
                2.74M
                $118M
                
             |               
            |
| 
               
                  Feb 06, 2025
                  Q4 2024
                 
               |   
            
              
   
      Raymond James Financial Inc
       
           
            St. Petersburg, FL  | 
            
               BUY                   
             | 
            - | 
              437KNew | 
            
                                   
                  $18.8M - $20.7M
                 
             |    
            
                                 
                437K
                $18.8M
                
             |               
            |
| 
               
                  Jan 27, 2025
                  Q4 2024
                 
               |   
            
              
   
      Strategic Financial Concepts, LLC
       
           
            San Antonio, TX  | 
            
               BUY                   
             | 
            - | 
              262K+ 4595.08% | 
            
                                   
                  $11.3M - $12.4M
                 
             |    
            
                                 
                268K
                $11.5M
                
             |               
            |
| 
               
                  Apr 01, 2025
                  Q4 2024
                 
               |   
            
              
   
      Wealthfront Advisers LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              239KNew | 
            
                                   
                  $10.3M - $11.3M
                 
             |    
            
                                 
                239K
                $10.3M
                
             |               
            |
| 
               
                  Feb 14, 2025
                  Q4 2024
                 
               |   
            
              
   
      Cercano Management LLC
       
           
            Bellevue, WA  | 
            
               BUY                   
             | 
            - | 
              218KNew | 
            
                                   
                  $9.37M - $10.3M
                 
             |    
            
                                 
                218K
                $9.38M
                
             |               
            |
| 
               
                  Jan 30, 2025
                  Q4 2024
                 
               |   
            
              
   
      Wealth Plan Investment Management, LLC
       
           
            Omaha, NE  | 
            
               BUY                   
             | 
            - | 
              181K+ 139.99% | 
            
                                   
                  $7.81M - $8.59M
                 
             |    
            
                                 
                311K
                $13.4M
                
             |               
            |
| 
               
                  Feb 12, 2025
                  Q4 2024
                 
               |   
            
              
   
      Envestnet Asset Management Inc
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              179K+ 40.45% | 
            
                                   
                  $7.72M - $8.49M
                 
             |    
            
                                 
                623K
                $26.8M
                
             |               
            |
| 
               
                  Feb 11, 2025
                  Q4 2024
                 
               |   
            
              
   
      Lpl Financial LLC
       
           
            Fort Mill, SC  | 
            
               BUY                   
             | 
            - | 
              156K+ 4.27% | 
            
                                   
                  $6.71M - $7.38M
                 
             |    
            
                                 
                3.81M
                $164M
                
             |               
            |
| 
               
                  Jan 17, 2025
                  Q4 2024
                 
               |   
            
              
   
      Dakota Wealth Management
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              110K+ 60.4% | 
            
                                   
                  $4.73M - $5.2M
                 
             |    
            
                                 
                292K
                $12.6M
                
             |               
            |
| 
               
                  Feb 12, 2025
                  Q4 2024
                 
               |   
            
              
   
      Jpmorgan Chase & CO
       
           
            New York, NY  | 
            
               BUY                   
             | 
            - | 
              91.1K+ 38.93% | 
            
                                   
                  $3.92M - $4.31M
                 
             |    
            
                                 
                325K
                $14M
                
             |               
            |
| 
               
                  Feb 14, 2025
                  Q4 2024
                 
               |   
            
              
   
      Bank Of America Corp 
       
           
            Charlotte, NC  | 
            
               BUY                   
             | 
            - | 
              90.6K+ 2.97% | 
            
                                   
                  $3.9M - $4.29M
                 
             |    
            
                                 
                3.14M
                $135M
                
             |               
            |
| 
               
                  Feb 06, 2025
                  Q4 2024
                 
               |   
            
              
   
      Ashton Thomas Private Wealth, LLC
       
           
            Scottsdale, AZ  | 
            
               BUY                   
             | 
            - | 
              83.6KNew | 
            
                                   
                  $3.6M - $3.95M
                 
             |    
            
                                 
                83.6K
                $3.6M
                
             |               
            |
| 
               
                  Apr 24, 2025
                  Q4 2024
                 
               |   
            
              
   
      Innovative Wealth Building LLC
       
           
            California, MD  | 
            
               BUY                   
             | 
            - | 
              76KNew | 
            
                                   
                  $3.27M - $3.6M
                 
             |    
            
                                 
                76K
                $3.27M
                
             |               
            |
| 
               
                  Jan 22, 2025
                  Q4 2024
                 
               |   
            
              
   
      Steel Peak Wealth Management LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              74.7KNew | 
            
                                   
                  $3.22M - $3.54M
                 
             |    
            
                                 
                74.7K
                $3.22M
                
             |               
            |
| 
               
                  Mar 06, 2025
                  Q4 2024
                 
               |   
            
              
   
      Elite Financial, Inc.
       
           
            Lewiston, ID  | 
            
               BUY                   
             | 
            - | 
              74.1KNew | 
            
                                   
                  $3.19M - $3.51M
                 
             |    
            
                                 
                74.1K
                $3.19M
                
             |               
            |
| 
               
                  Feb 06, 2025
                  Q4 2024
                 
               |   
            
              
   
      Sws Partners
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              52.6K+ 31.56% | 
            
                                   
                  $2.26M - $2.49M
                 
             |    
            
                                 
                219K
                $9.44M
                
             |               
            |
| 
               
                  Jan 27, 2025
                  Q4 2024
                 
               |   
            
              
   
      Mirae Asset Global Investments Co., Ltd.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              51.3K+ 84.65% | 
            
                                   
                  $2.21M - $2.43M
                 
             |    
            
                                 
                112K
                $4.82M
                
             |               
            |
| 
               
                  Feb 12, 2025
                  Q4 2024
                 
               |   
            
              
   
      Wells Fargo & Company
       
           
            San Francisco, CA  | 
            
               BUY                   
             | 
            - | 
              48.8K+ 6.67% | 
            
                                   
                  $2.1M - $2.31M
                 
             |    
            
                                 
                781K
                $33.6M
                
             |               
            |
| 
               
                  Jan 23, 2025
                  Q4 2024
                 
               |   
            
              
   
      Calton & Associates, Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              46.8K+ 72.81% | 
            
                                   
                  $2.02M - $2.22M
                 
             |    
            
                                 
                111K
                $4.79M
                
             |               
            |
| 
               
                  Feb 14, 2025
                  Q4 2024
                 
               |   
            
              
   
      Royal Bank Of Canada
       
           
            Toronto, A6  | 
            
               BUY                   
             | 
            - | 
              46.7K+ 8.33% | 
            
                                   
                  $2.01M - $2.21M
                 
             |    
            
                                 
                607K
                $26.1M
                
             |               
            |
| 
               
                  Jan 22, 2025
                  Q4 2024
                 
               |   
            
              
   
      Kingswood Wealth Advisors, LLC
       
           
            San Diego, CA  | 
            
               BUY                   
             | 
            - | 
              42.2KNew | 
            
                                   
                  $1.81M - $2M
                 
             |    
            
                                 
                42.2K
                $1.82M
                
             |               
            |
| 
               
                  Feb 13, 2025
                  Q4 2024
                 
               |   
            
              
   
      Ep Wealth Advisors, LLC
       
           
            Torrance, CA  | 
            
               BUY                   
             | 
            - | 
              40.3K+ 112.33% | 
            
                                   
                  $1.73M - $1.91M
                 
             |    
            
                                 
                76.2K
                $3.28M
                
             |               
            |
| 
               
                  Feb 14, 2025
                  Q4 2024
                 
               |   
            
              
   
      Integrated Wealth Concepts LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              37.1K+ 30.79% | 
            
                                   
                  $1.6M - $1.76M
                 
             |    
            
                                 
                158K
                $6.78M
                
             |               
            |
| 
               
                  Apr 11, 2025
                  Q4 2024
                 
               |   
            
              
   
      Kagan Cocozza Asset Management
       
           
            Mickleton, NJ  | 
            
               BUY                   
             | 
            - | 
              37KNew | 
            
                                   
                  $1.59M - $1.75M
                 
             |    
            
                                 
                37K
                $1.59M
                
             |               
            |
| 
               
                  Feb 13, 2025
                  Q4 2024
                 
               |   
            
              
   
      Jim Simons                        
      Renaissance Technologies LLC | New York, Ny
   
           
             | 
            
               BUY                   
             | 
            - | 
              34.7K+ 70.67% | 
            
                                   
                  $1.49M - $1.64M
                 
             |    
            
                                 
                83.8K
                $3.61M
                
             |               
            |
| 
               
                  Feb 14, 2025
                  Q4 2024
                 
               |   
            
              
   
      Ameriprise Financial Inc
       
           
            Minneapolis, MN  | 
            
               BUY                   
             | 
            - | 
              33.8K+ 1.21% | 
            
                                   
                  $1.45M - $1.6M
                 
             |    
            
                                 
                2.84M
                $122M
                
             |               
            |
| 
               
                  Feb 13, 2025
                  Q4 2024
                 
               |   
            
              
   
      Texas Yale Capital Corp.
       
           
            St. Petersburg, FL  | 
            
               BUY                   
             | 
            - | 
              33.1K+ 76.91% | 
            
                                   
                  $1.43M - $1.57M
                 
             |    
            
                                 
                76.2K
                $3.28M
                
             |               
            |
| 
               
                  Feb 13, 2025
                  Q4 2024
                 
               |   
            
              
   
      Quadrature Capital LTD
       
           
            London, X0  | 
            
               BUY                   
             | 
            - | 
              32.7KNew | 
            
                                   
                  $1.41M - $1.55M
                 
             |    
            
                                 
                32.7K
                $1.41M
                
             |               
            |
| 
               
                  Feb 10, 2025
                  Q4 2024
                 
               |   
            
              
   
      Commonwealth Equity Services, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              32.2K+ 6.56% | 
            
                                   
                  $1.39M - $1.52M
                 
             |    
            
                                 
                523K
                $22.5M
                
             |               
            |
| 
               
                  Feb 14, 2025
                  Q4 2024
                 
               |   
            
              
   
      Lido Advisors, LLC
       
           
            Los Angeles, CA  | 
            
               BUY                   
             | 
            - | 
              31.6K+ 87.53% | 
            
                                   
                  $1.36M - $1.5M
                 
             |    
            
                                 
                67.8K
                $2.92M
                
             |               
            |
| 
               
                  Mar 17, 2025
                  Q4 2024
                 
               |   
            
              
   
      Wealth Enhancement Advisory Services, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              31.4K+ 187.99% | 
            
                                   
                  $1.35M - $1.49M
                 
             |    
            
                                 
                48.2K
                $2.07M
                
             |               
            |
| 
               
                  Feb 07, 2025
                  Q4 2024
                 
               |   
            
              
   
      Ever Source Wealth Advisors, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              31.1K+ 8888.57% | 
            
                                   
                  $1.34M - $1.47M
                 
             |    
            
                                 
                31.5K
                $1.35M
                
             |               
            |
| 
               
                  Jan 22, 2025
                  Q4 2024
                 
               |   
            
              
   
      Curran Financial Partners, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              30.3K+ 7.66% | 
            
                                   
                  $1.3M - $1.43M
                 
             |    
            
                                 
                426K
                $18.3M
                
             |               
            |
| 
               
                  Jan 30, 2025
                  Q4 2024
                 
               |   
            
              
   
      Stanich Group LLC
       
           
            Montauk, NY  | 
            
               BUY                   
             | 
            - | 
              28.2KNew | 
            
                                   
                  $1.22M - $1.34M
                 
             |    
            
                                 
                28.2K
                $1.22M
                
             |               
            |
| 
               
                  Feb 13, 2025
                  Q4 2024
                 
               |   
            
              
   
      Waterloo Capital, L.P.
       
           
            Austin, TX  | 
            
               BUY                   
             | 
            - | 
              26K+ 9.43% | 
            
                                   
                  $1.12M - $1.23M
                 
             |    
            
                                 
                301K
                $13M
                
             |               
            |
| 
               
                  Jan 27, 2025
                  Q4 2024
                 
               |   
            
              
   
      Country Club Bank 
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              25.9KNew | 
            
                                   
                  $1.11M - $1.23M
                 
             |    
            
                                 
                25.9K
                $1.11M
                
             |               
            |
| 
               
                  Feb 13, 2025
                  Q4 2024
                 
               |   
            
              
   
      Rollins Financial Advisors, LLC
       
           
            Atlanta, GA  | 
            
               BUY                   
             | 
            - | 
              25.1K+ 453.91% | 
            
                                   
                  $1.08M - $1.19M
                 
             |    
            
                                 
                30.6K
                $1.32M
                
             |               
            |
| 
               
                  Feb 11, 2025
                  Q4 2024
                 
               |   
            
              
   
      Zega Investments, LLC
       
           
            Palm Beach Gardens, FL  | 
            
               BUY                   
             | 
            - | 
              24.4KNew | 
            
                                   
                  $1.05M - $1.15M
                 
             |    
            
                                 
                24.4K
                $1.05M
                
             |               
            |
| 
               
                  Feb 14, 2025
                  Q4 2024
                 
               |   
            
              
   
      Mai Capital Management
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              24.3KNew | 
            
                                   
                  $1.04M - $1.15M
                 
             |    
            
                                 
                24.3K
                $1.04M
                
             |               
            |
| 
               
                  Feb 10, 2025
                  Q4 2024
                 
               |   
            
              
   
      Signature Wealth Management Group
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              23.2KNew | 
            
                                   
                  $999K - $1.1M
                 
             |    
            
                                 
                23.2K
                $1M
                
             |               
            |
| 
               
                  Jan 22, 2025
                  Q4 2024
                 
               |   
            
              
   
      Barry Investment Advisors, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              19.7K+ 6.04% | 
            
                                   
                  $848K - $933K
                 
             |    
            
                                 
                346K
                $14.9M
                
             |               
            |
| 
               
                  Feb 07, 2025
                  Q4 2024
                 
               |   
            
              
   
      Independent Advisor Alliance
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              19.6KNew | 
            
                                   
                  $842K - $926K
                 
             |    
            
                                 
                19.6K
                $842K
                
             |               
            |
| 
               
                  Feb 14, 2025
                  Q4 2024
                 
               |   
            
              
   
      Ken Griffin                        
      Citadel Advisors LLC | Chicago, Il
   
           
             | 
            
               BUY                   
             | 
            - | 
              19KNew | 
            
                                   
                  $818K - $899K
                 
             |    
            
                                 
                19K
                $818K
                
             |               
            |
| 
               
                  Feb 12, 2025
                  Q4 2024
                 
               |   
            
              
   
      Meeder Advisory Services, Inc.
       
           
            Dublin, OH  | 
            
               BUY                   
             | 
            - | 
              18.6KNew | 
            
                                   
                  $800K - $880K
                 
             |    
            
                                 
                18.6K
                $800K
                
             |               
            |
| 
               
                  Feb 12, 2025
                  Q4 2024
                 
               |   
            
              
   
      One Ascent Financial Services LLC
       
           
            Birmingham, AL  | 
            
               BUY                   
             | 
            - | 
              18KNew | 
            
                                   
                  $774K - $852K
                 
             |    
            
                                 
                18K
                $775K
                
             |               
            |
| 
               
                  Feb 14, 2025
                  Q4 2024
                 
               |   
            
              
   
      Morgan Stanley
       
           
            New York, NY  | 
            
               BUY                   
             | 
            - | 
              17.4K+ 1.19% | 
            
                                   
                  $749K - $824K
                 
             |    
            
                                 
                1.48M
                $63.9M
                
             |               
            |
| 
               
                  Aug 13, 2025
                  Q4 2024
                 
               |   
            
              
   
      Stone X Group Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              17.2K+ 11.04% | 
            
                                   
                  $739K - $813K
                 
             |    
            
                                 
                173K
                $7.43M
                
             |               
            |
| 
               
                  Feb 12, 2025
                  Q4 2024
                 
               |   
            
              
   
      Stone X Group Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              17.2K+ 11.04% | 
            
                                   
                  $739K - $813K
                 
             |    
            
                                 
                173K
                $7.43M
                
             |               
            |
| 
               
                  Feb 10, 2025
                  Q4 2024
                 
               |   
            
              
   
      Entrewealth, LLC
       
           
            Austin, TX  | 
            
               BUY                   
             | 
            - | 
              16.7KNew | 
            
                                   
                  $717K - $788K
                 
             |    
            
                                 
                16.7K
                $717K
                
             |