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 |
---|---|---|---|---|---|---|---|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-33- 0.61% |
$1.26K - $1.37K
|
5.33K
$242K
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-240- 27.4% |
$9.14K - $9.94K
|
636
$28.9K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.4K+ 10.14% |
$588K - $640K
|
168K
$7.62M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-17.7K- 10.09% |
$673K - $732K
|
157K
$7.15M
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
192+ 176.15% |
$7.32K - $7.95K
|
301
$13.7K
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-37.4K- 65.55% |
$1.43M - $1.55M
|
19.7K
$894K
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.98K- 7.21% |
$75.5K - $82.1K
|
25.5K
$1.16M
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-136- 0.32% |
$5.18K - $5.63K
|
41.8K
$1.9M
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-428- 3.17% |
$16.3K - $17.7K
|
13.1K
$594K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
11K+ 107.4% |
$419K - $455K
|
21.2K
$964K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
708+ 0.86% |
$27K - $29.3K
|
83.3K
$3.78M
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-36- 15.25% |
$1.37K - $1.49K
|
200
$9.09K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-18.7K- 47.9% |
$713K - $775K
|
20.3K
$924K
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.73K- 7.5% |
$180K - $196K
|
58.3K
$2.65M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
19.6K+ 20.77% |
$746K - $811K
|
114K
$5.17M
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3+ 0.2% |
$114 - $124
|
1.5K
$68K
|
|
Aug 14, 2024
Q2 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.31K- 20.58% |
$49.7K - $54.1K
|
5.04K
$229K
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
127+ 12700.0% |
$4.84K - $5.26K
|
128
$5.82K
|
|
Aug 14, 2024
Q2 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
14.2K+ 44.9% |
$542K - $590K
|
45.9K
$2.09M
|
|
Aug 14, 2024
Q2 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-6.38K- 11.32% |
$243K - $264K
|
50K
$2.27M
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
51+ 0.13% |
$1.94K - $2.11K
|
40K
$1.82M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
43.9K+ 1.58% |
$1.67M - $1.82M
|
2.82M
$128M
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
536+ 0.71% |
$20.4K - $22.2K
|
76.3K
$3.47M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.64K+ 10.2% |
$139K - $151K
|
39.3K
$1.79M
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
8.8K+ 4.73% |
$335K - $365K
|
195K
$8.86M
|
|
Aug 14, 2024
Q2 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
8.85K+ 2.92% |
$337K - $367K
|
312K
$14.2M
|
|
Aug 14, 2024
Q2 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-17.5K- 64.74% |
$668K - $726K
|
9.55K
$434K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.88KNew |
$110K - $119K
|
2.88K
$131K
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
25.8KNew |
$983K - $1.07M
|
25.8K
$1.17M
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-166- 1.62% |
$6.32K - $6.88K
|
10.1K
$457K
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
10.3KNew |
$393K - $428K
|
10.3K
$469K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.56K+ 15.63% |
$174K - $189K
|
33.7K
$1.53M
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-899- 2.1% |
$34.3K - $37.2K
|
41.8K
$1.9M
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
240K+ 604.61% |
$9.14M - $9.93M
|
279K
$12.7M
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-2.49K- 5.82% |
$94.7K - $103K
|
40.2K
$1.83M
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-34.7K- 96.15% |
$1.32M - $1.44M
|
1.39K
$63.1K
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.76K+ 46.84% |
$143K - $156K
|
11.8K
$535K
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-6.61K- 17.95% |
$252K - $274K
|
30.2K
$1.37M
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-232- 4.01% |
$8.84K - $9.61K
|
5.56K
$253K
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
5.63KNew |
$215K - $233K
|
5.63K
$256K
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.05K+ 77.28% |
$231K - $251K
|
13.9K
$631K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-53.8K- 1.69% |
$2.05M - $2.23M
|
3.13M
$142M
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-8- 0.74% |
$305 - $331
|
1.08K
$48.9K
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
600New |
$22.9K - $24.9K
|
600
$27.3K
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-793- 59.8% |
$30.2K - $32.8K
|
533
$24.2K
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.1K- 59.62% |
$41.9K - $45.6K
|
745
$33.8K
|
|
Aug 14, 2024
Q2 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-186- 2.31% |
$7.09K - $7.7K
|
7.86K
$357K
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.17K+ 17.97% |
$159K - $173K
|
27.4K
$1.25M
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.16K- 3.48% |
$44.1K - $48K
|
32.1K
$1.46M
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.5K- 2.29% |
$57K - $62K
|
63.9K
$2.9M
|