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
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-607- 2.12% |
$26.1K - $28.7K
|
28K
$1.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-650- 3.95% |
$28K - $30.8K
|
15.8K
$692K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-779- 5.06% |
$33.5K - $36.9K
|
14.6K
$639K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-840- 2.7% |
$36.1K - $39.7K
|
30.3K
$1.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-859- 1.13% |
$37K - $40.6K
|
75.4K
$3.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-912- 6.57% |
$39.2K - $43.2K
|
13K
$567K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-936- 6.27% |
$40.3K - $44.3K
|
14K
$612K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-997- 6.29% |
$42.9K - $47.2K
|
14.9K
$649K
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-1.02K- 9.48% |
$43.7K - $48K
|
9.7K
$424K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.04K- 98.96% |
$44.8K - $49.3K
|
11
$481
|
|
|
Jan 30, 2025
Q4 2024
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-1.08K- 11.03% |
$46.3K - $50.9K
|
8.68K
$380K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1.24K- 1.91% |
$53.2K - $58.5K
|
63.7K
$2.78M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.3K- 4.2% |
$55.9K - $61.5K
|
29.7K
$1.3M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.35K- 11.47% |
$57.9K - $63.7K
|
10.4K
$454K
|
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-1.36K- 12.37% |
$58.4K - $64.3K
|
9.62K
$420K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-1.53K- 13.98% |
$65.8K - $72.4K
|
9.41K
$411K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.55K- 18.58% |
$66.6K - $73.3K
|
6.79K
$297K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.74K- 37.11% |
$74.8K - $82.2K
|
2.95K
$129K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-1.79K- 19.54% |
$76.8K - $84.5K
|
7.35K
$321K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.57K- 25.28% |
$110K - $121K
|
7.58K
$331K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.6K- 7.71% |
$112K - $123K
|
31.1K
$1.36M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.62K- 8.16% |
$113K - $124K
|
29.5K
$1.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
SELL
|
- |
-3K- 4.0% |
$129K - $142K
|
72K
$3.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-3.11K- 14.14% |
$134K - $147K
|
18.9K
$827K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-3.46K- 3.57% |
$149K - $163K
|
93.4K
$4.08M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.48K- 2.38% |
$150K - $165K
|
143K
$6.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-4.25K- 13.57% |
$183K - $201K
|
27.1K
$1.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.29K- 2.28% |
$185K - $203K
|
184K
$8.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.26K- 16.98% |
$226K - $249K
|
25.7K
$1.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-5.62K- 36.3% |
$242K - $266K
|
9.86K
$431K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-5.62K- 9.53% |
$242K - $266K
|
53.4K
$2.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-5.78K- 9.71% |
$249K - $274K
|
53.8K
$2.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-8.34K- 96.72% |
$359K - $394K
|
283
$12.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.59K- 9.16% |
$412K - $454K
|
95.1K
$4.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-11K- 69.54% |
$474K - $521K
|
4.82K
$211K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-12.5K- 25.54% |
$537K - $591K
|
36.4K
$1.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-14.3K- 57.06% |
$617K - $679K
|
10.8K
$472K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.1K- 9.76% |
$822K - $904K
|
177K
$7.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-23K- 80.03% |
$988K - $1.09M
|
5.73K
$250K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-25.8K- 50.26% |
$1.11M - $1.22M
|
25.5K
$1.12M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-87.9K- 10.15% |
$3.78M - $4.16M
|
778K
$34M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-154K- 28.9% |
$6.63M - $7.3M
|
379K
$16.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-241K- 89.86% |
$10.4M - $11.4M
|
27.2K
$1.19M
|