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 03, 2020
Q3 2020
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-208KClosed |
$5.53M - $6.1M
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-20KClosed |
$533K - $588K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Proffitt & Goodson Inc
|
SELL
|
- |
-5.15KClosed |
$137K - $151K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-525Closed |
$14K - $15.4K
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-8.2KClosed |
$218K - $240K
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-200Closed |
$5.32K - $5.86K
|
0
$0
|
|
|
Oct 09, 2020
Q3 2020
|
Cooper Financial Group
|
SELL
|
- |
-9.51KClosed |
$253K - $279K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-9.37KClosed |
$249K - $275K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-3.06K- 19.39% |
$70.2K - $98.4K
|
12.7K
$568K
|
|
|
Aug 18, 2020
Q2 2020
|
Wfa Of San Diego, LLC
|
BUY
|
- |
14.8KNew |
$340K - $477K
|
14.8K
$662K
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-12.5KClosed |
$287K - $402K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-100Closed |
$2.3K - $3.22K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-686Closed |
$15.8K - $22.1K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-5.96KClosed |
$137K - $192K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-670Closed |
$15.4K - $21.6K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-18.2KClosed |
$418K - $585K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-40Closed |
$919 - $1.29K
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
228New |
$5.24K - $7.34K
|
228
$10.2K
|
|
|
Jul 29, 2020
Q2 2020
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-8.68KClosed |
$199K - $279K
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
Private Ocean, LLC
|
SELL
|
- |
-150Closed |
$3.45K - $4.83K
|
0
$0
|
|
|
Jul 13, 2020
Q2 2020
|
Cordasco Financial Network
|
SELL
|
- |
-263Closed |
$6.04K - $8.46K
|
0
$0
|
|
|
Jul 09, 2020
Q2 2020
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-59.8KClosed |
$1.37M - $1.92M
|
0
$0
|
|
|
Jul 08, 2020
Q2 2020
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-29.6KClosed |
$681K - $953K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-56.7KClosed |
$1.19M - $2.26M
|
0
$0
|
|
|
Sep 08, 2021
Q1 2020
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-8.71KClosed |
$183K - $347K
|
0
$0
|
|
|
Aug 14, 2020
Q1 2020
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-12.6KClosed |
$265K - $503K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-24.7KClosed |
$519K - $986K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-5.28KClosed |
$111K - $210K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.03KClosed |
$21.7K - $41.2K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-16KClosed |
$335K - $637K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
E Rn Financial, LLC
|
SELL
|
- |
-32.1KClosed |
$674K - $1.28M
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-15.4KClosed |
$324K - $615K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-26.9KClosed |
$565K - $1.07M
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-21.8KClosed |
$458K - $869K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-106Closed |
$2.23K - $4.23K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-8.31KClosed |
$175K - $332K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-5.2KClosed |
$109K - $207K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Vigilare Wealth Management
|
SELL
|
- |
-14.3KClosed |
$302K - $572K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Valmark Advisers, Inc.
|
SELL
|
- |
-17.5KClosed |
$367K - $696K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-6.1KClosed |
$128K - $243K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.18KClosed |
$24.7K - $46.9K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
American Investment Services, Inc.
|
SELL
|
- |
-12.4KClosed |
$260K - $494K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Executive Wealth Management, LLC
|
SELL
|
- |
-42.5KClosed |
$894K - $1.7M
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-849Closed |
$17.8K - $33.9K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Crumly & Associates Inc.
|
SELL
|
- |
-21.3KClosed |
$448K - $850K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Tranquility Partners, LLC
|
SELL
|
- |
-8.09KClosed |
$170K - $323K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.11KClosed |
$107K - $204K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-25.7KClosed |
$541K - $1.03M
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-6.87KClosed |
$144K - $274K
|
0
$0
|
|
|
Apr 15, 2020
Q1 2020
|
Allen Capital Group, LLC
|
SELL
|
- |
-18.5KClosed |
$389K - $738K
|
0
$0
|
|