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 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-45- 0.53% |
$1.94K - $2.13K
|
8.38K
$356K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-48- 54.55% |
$2.06K - $2.27K
|
40
$1.7K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-51- 0.43% |
$2.19K - $2.41K
|
11.7K
$496K
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
SELL
|
- |
-59- 3.05% |
$2.54K - $2.79K
|
1.88K
$79.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-72- 0.52% |
$3.1K - $3.41K
|
13.8K
$585K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-81- 1.97% |
$3.48K - $3.83K
|
4.04K
$171K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-82- 0.82% |
$3.53K - $3.88K
|
9.9K
$421K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-84- 0.07% |
$3.61K - $3.97K
|
113K
$4.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-85- 1.07% |
$3.66K - $4.02K
|
7.86K
$334K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-90- 31.58% |
$3.87K - $4.26K
|
195
$8.28K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-97- 0.39% |
$4.17K - $4.59K
|
24.8K
$1.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-109- 35.62% |
$4.69K - $5.16K
|
197
$8.37K
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-109- 1.74% |
$4.69K - $5.16K
|
6.16K
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-123- 1.19% |
$5.29K - $5.82K
|
10.2K
$433K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-150- 1.96% |
$6.45K - $7.1K
|
7.49K
$318K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-150- 5.19% |
$6.45K - $7.1K
|
2.74K
$116K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-182- 2.12% |
$7.83K - $8.61K
|
8.41K
$357K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-183- 0.37% |
$7.87K - $8.66K
|
49.3K
$2.09M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-189- 2.01% |
$8.13K - $8.94K
|
9.21K
$391K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-199- 0.25% |
$8.56K - $9.42K
|
80.4K
$3.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-223- 5.37% |
$9.59K - $10.6K
|
3.93K
$167K
|
|
|
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
$16.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-244- 21.09% |
$10.5K - $11.5K
|
913
$38.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-249- 15.91% |
$10.7K - $11.8K
|
1.32K
$55.9K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-259- 0.42% |
$11.1K - $12.3K
|
61.5K
$2.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-269- 0.84% |
$11.6K - $12.7K
|
31.7K
$1.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-332- 2.32% |
$14.3K - $15.7K
|
14K
$595K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-349- 6.59% |
$15K - $16.5K
|
4.94K
$210K
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-359- 14.95% |
$15.4K - $17K
|
2.04K
$86.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-360- 4.1% |
$15.5K - $17K
|
8.42K
$358K
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-364- 0.86% |
$15.7K - $17.2K
|
41.7K
$1.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-389- 6.83% |
$16.7K - $18.4K
|
5.3K
$225K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-413- 0.62% |
$17.8K - $19.5K
|
66.6K
$2.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-420- 28.28% |
$18.1K - $19.9K
|
1.07K
$45.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-439- 5.77% |
$18.9K - $20.8K
|
7.17K
$305K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-442- 4.52% |
$19K - $20.9K
|
9.34K
$397K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-498- 0.63% |
$21.4K - $23.6K
|
78.9K
$3.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-530- 27.62% |
$22.8K - $25.1K
|
1.39K
$59K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-560- 10.34% |
$24.1K - $26.5K
|
4.86K
$206K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-568- 1.32% |
$24.4K - $26.9K
|
42.5K
$1.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-577- 1.41% |
$24.8K - $27.3K
|
40.3K
$1.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-585- 0.65% |
$25.2K - $27.7K
|
89.6K
$3.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-588- 0.98% |
$25.3K - $27.8K
|
59.7K
$2.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-589- 3.1% |
$25.3K - $27.9K
|
18.4K
$782K
|
|
|
Feb 05, 2025
Q4 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-595- 5.8% |
$25.6K - $28.2K
|
9.67K
$411K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-600- 85.71% |
$25.8K - $28.4K
|
100
$4.25K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-607- 2.12% |
$26.1K - $28.7K
|
28K
$1.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-650- 3.95% |
$28K - $30.8K
|
15.8K
$672K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-680- 1.92% |
$29.3K - $32.2K
|
34.8K
$1.48M
|