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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
250New |
$9.55K - $10.2K
|
250
$11.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Delta Investment Management, LLC
|
SELL
|
- |
-205KClosed |
$7.83M - $8.34M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
325+ 6.0% |
$12.4K - $13.2K
|
5.74K
$257K
|
|
|
Nov 10, 2021
Q3 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
148KNew |
$5.64M - $6M
|
148K
$6.59M
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-20.1KClosed |
$766K - $816K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-5.77KClosed |
$220K - $235K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
SELL
|
- |
-19.7KClosed |
$754K - $803K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3.21KNew |
$123K - $130K
|
3.21K
$143K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
3.66KNew |
$140K - $149K
|
3.66K
$163K
|
|
|
Oct 22, 2021
Q3 2021
|
Beck Bode, LLC
|
SELL
|
- |
-231Closed |
$8.83K - $9.39K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Emerson Wealth, LLC
|
SELL
|
- |
-46Closed |
$1.76K - $1.87K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-180KClosed |
$6.88M - $7.32M
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-540Closed |
$20.6K - $22K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 30, 2024
Q2 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
198New |
$7.69K - $8.42K
|
198
$8.85K
|
|
|
Aug 11, 2021
Q2 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-22KClosed |
$855K - $936K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
25KNew |
$972K - $1.06M
|
25K
$1.12M
|
|
|
Aug 10, 2021
Q2 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-5.7KClosed |
$222K - $242K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-35Closed |
$1.36K - $1.49K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Human Investing LLC
|
SELL
|
- |
-6Closed |
$233 - $255
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-23Closed |
$894 - $978
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-5.68KClosed |
$221K - $241K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-172Closed |
$6.68K - $7.31K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-1.33KClosed |
$51.6K - $56.5K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-437Closed |
$17K - $18.6K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Evanson Asset Management, LLC
|
SELL
|
- |
-8KClosed |
$311K - $340K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Ellevest, Inc.
|
SELL
|
- |
-64- 8.74% |
$2.49K - $2.72K
|
668
$29.8K
|
|
| Q1 2021 | |||||||
|
May 18, 2021
Q1 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
644New |
$20.9K - $25.7K
|
644
$28.8K
|
|
|
May 17, 2021
Q1 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-2.15KClosed |
$69.7K - $85.8K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-300Closed |
$9.72K - $12K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.11KNew |
$36K - $44.4K
|
1.11K
$49.7K
|
|
|
May 14, 2021
Q1 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1Closed |
$32.4 - $39.9
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Nvwm, LLC
|
SELL
|
- |
-1.1KClosed |
$35.6K - $43.9K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-127Closed |
$4.11K - $5.07K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-600Closed |
$19.4K - $24K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Key F Inancial Inc
|
BUY
|
- |
200New |
$6.48K - $7.98K
|
200
$8.94K
|
|
|
Apr 22, 2021
Q1 2021
|
Barber Financial Group, Inc.
|
SELL
|
- |
-29.8KClosed |
$966K - $1.19M
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-102Closed |
$3.3K - $4.07K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-26.6KClosed |
$718K - $907K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Rmr Wealth Builders
|
SELL
|
- |
-12.2KClosed |
$330K - $416K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1.05KClosed |
$28.4K - $35.8K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-11KClosed |
$298K - $376K
|
0
$0
|
|
|
Jan 14, 2021
Q4 2020
|
Curbstone Financial Management Corp
|
SELL
|
- |
-15.4KClosed |
$416K - $525K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-13.6KClosed |
$361K - $399K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-88.9KClosed |
$2.36M - $2.61M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-24.5KClosed |
$651K - $718K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-9.15KClosed |
$243K - $268K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
11KNew |
$293K - $323K
|
11K
$493K
|
|
|
Nov 13, 2020
Q3 2020
|
Family Management Corp
New York, NY |
SELL
|
- |
-2.73KClosed |
$72.5K - $79.9K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Arkadios Wealth Advisors
|
SELL
|
- |
-8Closed |
$213 - $234
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-31.1KClosed |
$826K - $911K
|
0
$0
|
|