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 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-23K- 80.03% |
$988K - $1.09M
|
5.73K
$251K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-25.8K- 50.26% |
$1.11M - $1.22M
|
25.5K
$1.12M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-42.1K- 49.99% |
$1.81M - $1.99M
|
42.1K
$1.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-43.7K- 26.92% |
$1.88M - $2.07M
|
119K
$5.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-69.4K- 76.21% |
$2.99M - $3.29M
|
21.7K
$950K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-75.1K- 97.47% |
$3.23M - $3.55M
|
1.95K
$85.4K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-87.9K- 10.15% |
$3.78M - $4.16M
|
778K
$34.1M
|
|
|
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
|