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 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
39.3K+ 7.39% |
$1.39M - $1.64M
|
571K
$25.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
6.26KNew |
$222K - $261K
|
6.26K
$278K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
12+ 1.27% |
$426 - $501
|
955
$42.4K
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
475New |
$16.9K - $19.8K
|
475
$21.1K
|
|
|
Jan 24, 2023
Q4 2022
|
Smart Money Group LLC
|
BUY
|
- |
44.1K+ 20.37% |
$1.56M - $1.84M
|
260K
$11.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Values First Advisors, Inc.
|
BUY
|
- |
3.21KNew |
$114K - $134K
|
3.21K
$142K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-2.3K- 21.17% |
$81.6K - $95.9K
|
8.56K
$380K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2.5KNew |
$88.8K - $104K
|
2.5K
$111K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.73KNew |
$239K - $281K
|
6.73K
$298K
|
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
SELL
|
- |
-334- 5.61% |
$11.9K - $13.9K
|
5.62K
$249K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
515New |
$18.3K - $21.5K
|
515
$22.8K
|
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
24.4KNew |
$867K - $1.02M
|
24.4K
$1.08M
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-895Closed |
$31.7K - $38.8K
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
5.97K+ 3.67% |
$212K - $259K
|
169K
$7.49M
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-220Closed |
$7.8K - $9.54K
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-219- 1.39% |
$7.77K - $9.5K
|
15.5K
$690K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
44+ 10.16% |
$1.56K - $1.91K
|
477
$21.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
873+ 10.71% |
$31K - $37.9K
|
9.03K
$400K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 1.11% |
$106 - $130
|
274
$12.2K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
19.8KNew |
$701K - $857K
|
19.8K
$877K
|
|
|
Nov 14, 2022
Q3 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
13.4KNew |
$475K - $581K
|
13.4K
$595K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-88- 3.76% |
$3.12K - $3.82K
|
2.26K
$100K
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
89.2K+ 1422.15% |
$3.16M - $3.87M
|
95.5K
$4.24M
|
|
|
Nov 10, 2022
Q3 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
BUY
|
- |
8.54K+ 47.97% |
$303K - $371K
|
26.3K
$1.17M
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
12.7KNew |
$451K - $551K
|
12.7K
$564K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
3.07K+ 19.26% |
$109K - $133K
|
19K
$843K
|
|
|
Nov 09, 2022
Q3 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.6KNew |
$56.8K - $69.4K
|
1.6K
$71K
|
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
SELL
|
- |
-23- 33.82% |
$816 - $998
|
45
$2K
|
|
|
Nov 07, 2022
Q3 2022
|
Tevis Investment Management
|
BUY
|
- |
236+ 8.97% |
$8.37K - $10.2K
|
2.87K
$127K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.06K- 60.84% |
$37.6K - $46K
|
683
$30.3K
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
119KNew |
$4.21M - $5.15M
|
119K
$5.27M
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
54+ 11.79% |
$1.92K - $2.34K
|
512
$22.7K
|
|
|
Oct 19, 2022
Q3 2022
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-4.41K- 6.76% |
$156K - $191K
|
60.8K
$2.7M
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.52KNew |
$125K - $153K
|
3.52K
$156K
|
|
|
Oct 13, 2022
Q3 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-508- 0.66% |
$18K - $22K
|
76.8K
$3.41M
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
1.24KNew |
$43.8K - $53.6K
|
1.24K
$54.8K
|
|
|
Oct 13, 2022
Q3 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
6.51KNew |
$231K - $282K
|
6.51K
$289K
|
|
|
Oct 13, 2022
Q3 2022
|
Schwab Charitable Fund
|
BUY
|
- |
1.3K+ 5.62% |
$45.9K - $56.2K
|
24.3K
$1.08M
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
250New |
$8.87K - $10.8K
|
250
$11.1K
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
281New |
$9.97K - $12.2K
|
281
$12.5K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.21KClosed |
$46.6K - $54.8K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
521+ 10.45% |
$20.1K - $23.7K
|
5.51K
$244K
|
|
|
Aug 15, 2022
Q2 2022
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
474+ 42.78% |
$18.3K - $21.5K
|
1.58K
$70.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
16.1KNew |
$622K - $732K
|
16.1K
$714K
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-9.63KClosed |
$372K - $438K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Vericrest Private Wealth
Newtown, PA |
BUY
|
- |
2.24K+ 13.25% |
$86.7K - $102K
|
19.2K
$851K
|
|
|
Aug 15, 2022
Q2 2022
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
31.8KNew |
$1.23M - $1.45M
|
31.8K
$1.41M
|
|
|
Aug 12, 2022
Q2 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-149Closed |
$5.76K - $6.77K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
11.3K+ 196.04% |
$438K - $515K
|
17.1K
$759K
|
|
|
Aug 12, 2022
Q2 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-13.4KClosed |
$518K - $609K
|
0
$0
|
|