Latest Institutional Transactions on Spdr Portfolio S&P 500 High Di (SPYD)
This table provides information on the latest institutional transactions involving Spdr Portfolio S&P 500 High Di (SPYD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
1.34K+ 5.45% |
$52.1K - $59.4K
|
26K
$1.14M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
833New |
$32.3K - $36.9K
|
833
$36.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
684+ 2.86% |
$26.5K - $30.3K
|
24.6K
$1.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-4K- 18.74% |
$155K - $177K
|
17.3K
$764K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.66K+ 13.82% |
$181K - $206K
|
38.4K
$1.69M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
301+ 1.91% |
$11.7K - $13.3K
|
16K
$706K
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-312- 3.56% |
$12.1K - $13.8K
|
8.46K
$373K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
10.1KNew |
$392K - $448K
|
10.1K
$446K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
11+ 1.13% |
$427 - $487
|
982
$43.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-43- 79.63% |
$1.67K - $1.9K
|
11
$485
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.31K- 15.24% |
$50.9K - $58.1K
|
7.29K
$321K
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
254+ 0.99% |
$9.86K - $11.2K
|
26K
$1.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
306+ 5.83% |
$11.9K - $13.5K
|
5.56K
$245K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
38+ 0.15% |
$1.47K - $1.68K
|
25K
$1.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.3K+ 7.41% |
$50.3K - $57.3K
|
18.8K
$827K
|
|
|
Jul 22, 2025
Q2 2025
|
Vantage Investment Partners, LLC
|
BUY
|
- |
155+ 1.63% |
$6.02K - $6.86K
|
9.65K
$425K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-2.41K- 3.1% |
$93.6K - $107K
|
75.3K
$3.32M
|
|
|
Jul 22, 2025
Q2 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-10.1K- 14.64% |
$391K - $446K
|
58.7K
$2.59M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
46.5K+ 957.81% |
$1.8M - $2.06M
|
51.3K
$2.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
15.1KNew |
$588K - $671K
|
15.1K
$667K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-46- 0.65% |
$1.79K - $2.04K
|
7.08K
$312K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
237+ 0.81% |
$9.2K - $10.5K
|
29.6K
$1.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-7.32K- 93.47% |
$284K - $324K
|
511
$22.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
SELL
|
- |
-22.1K- 4.68% |
$859K - $980K
|
451K
$19.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.84K- 30.41% |
$188K - $214K
|
11.1K
$488K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
23+ 0.48% |
$893 - $1.02K
|
4.82K
$212K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-500- 3.11% |
$19.4K - $22.1K
|
15.6K
$687K
|
|
|
Jul 21, 2025
Q2 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-5.45K- 18.91% |
$211K - $241K
|
23.4K
$1.03M
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
30+ 37.5% |
$1.16K - $1.33K
|
110
$4.85K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
6.61K+ 3.49% |
$257K - $293K
|
196K
$8.65M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
2.66K+ 19.62% |
$103K - $118K
|
16.2K
$714K
|
|
|
Jul 18, 2025
Q2 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
115+ 1.18% |
$4.46K - $5.09K
|
9.83K
$433K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.18K- 1.07% |
$45.7K - $52.1K
|
109K
$4.78M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-355- 13.79% |
$13.8K - $15.7K
|
2.22K
$97.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
23+ 4.27% |
$893 - $1.02K
|
562
$24.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-1.12K- 8.64% |
$43.5K - $49.6K
|
11.8K
$522K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
SELL
|
- |
-256- 40.44% |
$9.94K - $11.3K
|
377
$16.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
BUY
|
- |
3.14K+ 1.46% |
$122K - $139K
|
218K
$9.63M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
23.3K+ 16.65% |
$904K - $1.03M
|
163K
$7.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
8.75K+ 37.58% |
$340K - $387K
|
32K
$1.41M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-201- 3.7% |
$7.8K - $8.9K
|
5.24K
$231K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
24.2K+ 7.81% |
$938K - $1.07M
|
333K
$14.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.43K+ 34.55% |
$55.4K - $63.2K
|
5.56K
$245K
|
|
|
Jul 16, 2025
Q2 2025
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
21.9KNew |
$848K - $968K
|
21.9K
$963K
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-1K- 9.02% |
$38.8K - $44.3K
|
10.1K
$445K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7+ 1.16% |
$272 - $310
|
608
$26.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-664- 70.71% |
$25.8K - $29.4K
|
275
$12.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-86- 1.02% |
$3.34K - $3.81K
|
8.35K
$368K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.04K+ 2.4% |
$79.2K - $90.4K
|
87.2K
$3.84M
|
|
|
Jul 16, 2025
Q2 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
18.9K+ 5.3% |
$735K - $838K
|
376K
$16.6M
|