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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-45- 0.53% |
$1.94K - $2.13K
|
8.38K
$370K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.04K- 98.96% |
$44.8K - $49.3K
|
11
$486
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-241- 37.89% |
$10.4K - $11.4K
|
395
$17.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-8.34K- 96.72% |
$359K - $394K
|
283
$12.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.8K+ 54.66% |
$463K - $509K
|
30.4K
$1.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.73K+ 10.41% |
$289K - $318K
|
71.4K
$3.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
4.68KNew |
$201K - $221K
|
4.68K
$207K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-150- 1.96% |
$6.45K - $7.1K
|
7.49K
$331K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.45K+ 85.2% |
$235K - $258K
|
11.9K
$524K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
684+ 1.91% |
$29.4K - $32.4K
|
36.4K
$1.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-23K- 80.03% |
$988K - $1.09M
|
5.73K
$253K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-72- 0.52% |
$3.1K - $3.41K
|
13.8K
$609K
|
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
SELL
|
- |
-3K- 4.0% |
$129K - $142K
|
72K
$3.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-779- 5.06% |
$33.5K - $36.9K
|
14.6K
$646K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.04KNew |
$44.5K - $49K
|
1.04K
$45.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
6+ 0.06% |
$258 - $284
|
10.4K
$458K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.8K+ 24.27% |
$77.4K - $85.2K
|
9.22K
$407K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
25.9KNew |
$1.11M - $1.23M
|
25.9K
$1.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
51.3K+ 84.65% |
$2.21M - $2.43M
|
112K
$4.94M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-607- 2.12% |
$26.1K - $28.7K
|
28K
$1.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
12New |
$516 - $568
|
12
$530
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.73K+ 20.32% |
$161K - $177K
|
22.1K
$976K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.62K- 8.16% |
$113K - $124K
|
29.5K
$1.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-4- 0.06% |
$172 - $189
|
7.15K
$316K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
262K+ 4595.08% |
$11.3M - $12.4M
|
268K
$11.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-439- 5.77% |
$18.9K - $20.8K
|
7.17K
$317K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-840- 2.7% |
$36.1K - $39.7K
|
30.3K
$1.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.96K+ 14.67% |
$84.2K - $92.6K
|
15.3K
$676K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-936- 6.27% |
$40.3K - $44.3K
|
14K
$619K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.48K- 2.38% |
$150K - $165K
|
143K
$6.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
2.69K+ 6.53% |
$116K - $127K
|
43.8K
$1.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.83K+ 52.33% |
$78.6K - $86.5K
|
5.32K
$235K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-48- 54.55% |
$2.06K - $2.27K
|
40
$1.77K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-225Closed |
$9.68K - $10.6K
|
0
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
24+ 0.43% |
$1.03K - $1.14K
|
5.6K
$248K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
5.67KNew |
$244K - $268K
|
5.67K
$250K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
46.8K+ 72.81% |
$2.02M - $2.22M
|
111K
$4.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
5.11K+ 12.91% |
$220K - $242K
|
44.7K
$1.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
15.1KNew |
$651K - $717K
|
15.1K
$669K
|
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-1.36K- 12.37% |
$58.4K - $64.3K
|
9.62K
$425K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
394+ 3.7% |
$16.9K - $18.6K
|
11K
$487K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
149New |
$6.41K - $7.05K
|
149
$6.58K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
5.7KNew |
$245K - $270K
|
5.7K
$252K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1+ 0.02% |
$43 - $47.3
|
6.36K
$281K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
42.2KNew |
$1.81M - $2M
|
42.2K
$1.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
30.3K+ 7.66% |
$1.3M - $1.43M
|
426K
$18.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.1K+ 10.73% |
$90.5K - $99.5K
|
21.7K
$959K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
219+ 1.15% |
$9.42K - $10.4K
|
19.2K
$850K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
511+ 3.78% |
$22K - $24.2K
|
14K
$619K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-413- 0.62% |
$17.8K - $19.5K
|
66.6K
$2.94M
|