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 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.29K+ 9.12% |
$55.7K - $61.2K
|
15.5K
$683K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
1.07KNew |
$46.1K - $50.7K
|
1.07K
$47.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.04KNew |
$44.5K - $49K
|
1.04K
$45.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
806+ 8.72% |
$34.7K - $38.1K
|
10K
$443K
|
|
|
Jan 22, 2025
Q4 2024
|
Vantage Investment Partners, LLC
|
BUY
|
- |
775+ 8.89% |
$33.3K - $36.7K
|
9.5K
$419K
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
728+ 2.39% |
$31.3K - $34.4K
|
31.2K
$1.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
684+ 1.91% |
$29.4K - $32.4K
|
36.4K
$1.61M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
615+ 2.21% |
$26.5K - $29.1K
|
28.5K
$1.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
511+ 3.78% |
$22K - $24.2K
|
14K
$618K
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
397+ 1.38% |
$17.1K - $18.8K
|
29.2K
$1.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
394+ 3.7% |
$16.9K - $18.6K
|
11K
$487K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
341+ 1.65% |
$14.7K - $16.1K
|
21K
$927K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
312New |
$13.4K - $14.8K
|
312
$13.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
272+ 2.09% |
$11.7K - $12.9K
|
13.3K
$586K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
254+ 1.69% |
$10.9K - $12K
|
15.3K
$674K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
219+ 1.15% |
$9.42K - $10.4K
|
19.2K
$848K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
181+ 7.56% |
$7.79K - $8.56K
|
2.58K
$114K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
164+ 24.89% |
$7.06K - $7.76K
|
823
$36.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
157+ 0.67% |
$6.75K - $7.43K
|
23.5K
$1.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
149New |
$6.41K - $7.05K
|
149
$6.57K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
138+ 1.29% |
$5.94K - $6.53K
|
10.8K
$479K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
58+ 0.56% |
$2.5K - $2.74K
|
10.4K
$458K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
30New |
$1.29K - $1.42K
|
30
$1.32K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
24+ 0.51% |
$1.03K - $1.14K
|
4.77K
$211K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
24+ 0.43% |
$1.03K - $1.14K
|
5.6K
$247K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
12New |
$516 - $568
|
12
$529
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
7+ 0.1% |
$301 - $331
|
7.09K
$313K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
6+ 0.06% |
$258 - $284
|
10.4K
$457K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
3New |
$129 - $142
|
3
$132
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1+ 0.02% |
$43 - $47.3
|
6.36K
$281K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-4- 0.06% |
$172 - $189
|
7.15K
$315K
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-45- 0.53% |
$1.94K - $2.13K
|
8.38K
$370K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-48- 54.55% |
$2.06K - $2.27K
|
40
$1.76K
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
SELL
|
- |
-59- 3.05% |
$2.54K - $2.79K
|
1.88K
$82.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-72- 0.52% |
$3.1K - $3.41K
|
13.8K
$608K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-81- 1.97% |
$3.48K - $3.83K
|
4.04K
$178K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-84- 0.07% |
$3.61K - $3.97K
|
113K
$4.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-85- 1.07% |
$3.66K - $4.02K
|
7.86K
$347K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-109- 35.62% |
$4.69K - $5.16K
|
197
$8.69K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-150- 1.96% |
$6.45K - $7.1K
|
7.49K
$330K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-182- 2.12% |
$7.83K - $8.61K
|
8.41K
$371K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-225Closed |
$9.68K - $10.6K
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-241- 37.89% |
$10.4K - $11.4K
|
395
$17.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-244- 21.09% |
$10.5K - $11.5K
|
913
$40.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-332- 2.32% |
$14.3K - $15.7K
|
14K
$617K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-389- 6.83% |
$16.7K - $18.4K
|
5.3K
$234K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-413- 0.62% |
$17.8K - $19.5K
|
66.6K
$2.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-420- 28.28% |
$18.1K - $19.9K
|
1.07K
$47K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-439- 5.77% |
$18.9K - $20.8K
|
7.17K
$316K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-560- 10.34% |
$24.1K - $26.5K
|
4.86K
$214K
|