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 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
219+ 1.15% |
$9.42K - $10.4K
|
19.2K
$841K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
181+ 7.56% |
$7.79K - $8.56K
|
2.58K
$113K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
164+ 24.89% |
$7.06K - $7.76K
|
823
$36K
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
157+ 0.67% |
$6.75K - $7.43K
|
23.5K
$1.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
149New |
$6.41K - $7.05K
|
149
$6.51K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
138+ 1.29% |
$5.94K - $6.53K
|
10.8K
$474K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
58+ 0.56% |
$2.5K - $2.74K
|
10.4K
$454K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
50New |
$2.15K - $2.37K
|
50
$2.19K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
39+ 0.59% |
$1.68K - $1.85K
|
6.63K
$290K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
30New |
$1.29K - $1.42K
|
30
$1.31K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
24+ 0.43% |
$1.03K - $1.14K
|
5.6K
$245K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
24+ 0.51% |
$1.03K - $1.14K
|
4.77K
$209K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
15+ 1.28% |
$645 - $710
|
1.19K
$51.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
12New |
$516 - $568
|
12
$525
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8+ 0.1% |
$344 - $379
|
8.15K
$356K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
7+ 0.1% |
$301 - $331
|
7.09K
$310K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
6+ 0.06% |
$258 - $284
|
10.4K
$453K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4+ 0.02% |
$172 - $189
|
25.6K
$1.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
3New |
$129 - $142
|
3
$131
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1+ 0.02% |
$43 - $47.3
|
6.36K
$278K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-4- 0.06% |
$172 - $189
|
7.15K
$313K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-41- 0.62% |
$1.76K - $1.94K
|
6.54K
$286K
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-45- 0.53% |
$1.94K - $2.13K
|
8.38K
$366K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-48- 54.55% |
$2.06K - $2.27K
|
40
$1.75K
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
SELL
|
- |
-59- 3.05% |
$2.54K - $2.79K
|
1.88K
$82K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-72- 0.52% |
$3.1K - $3.41K
|
13.8K
$602K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-81- 1.97% |
$3.48K - $3.83K
|
4.04K
$176K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-84- 0.07% |
$3.61K - $3.97K
|
113K
$4.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-85- 1.07% |
$3.66K - $4.02K
|
7.86K
$343K
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-109- 1.74% |
$4.69K - $5.16K
|
6.16K
$269K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-109- 35.62% |
$4.69K - $5.16K
|
197
$8.61K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-150- 1.96% |
$6.45K - $7.1K
|
7.49K
$327K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-182- 2.12% |
$7.83K - $8.61K
|
8.41K
$368K
|
|
|
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
$17.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-244- 21.09% |
$10.5K - $11.5K
|
913
$39.9K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-259- 0.42% |
$11.1K - $12.3K
|
61.5K
$2.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-269- 0.84% |
$11.6K - $12.7K
|
31.7K
$1.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-332- 2.32% |
$14.3K - $15.7K
|
14K
$612K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-389- 6.83% |
$16.7K - $18.4K
|
5.3K
$232K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-413- 0.62% |
$17.8K - $19.5K
|
66.6K
$2.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-420- 28.28% |
$18.1K - $19.9K
|
1.07K
$46.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-439- 5.77% |
$18.9K - $20.8K
|
7.17K
$313K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-442- 4.52% |
$19K - $20.9K
|
9.34K
$408K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-498- 0.63% |
$21.4K - $23.6K
|
78.9K
$3.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-560- 10.34% |
$24.1K - $26.5K
|
4.86K
$212K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-588- 0.98% |
$25.3K - $27.8K
|
59.7K
$2.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-589- 3.1% |
$25.3K - $27.9K
|
18.4K
$805K
|
|
|
Feb 05, 2025
Q4 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-595- 5.8% |
$25.6K - $28.2K
|
9.67K
$423K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-600- 85.71% |
$25.8K - $28.4K
|
100
$4.37K
|