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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2020
Q1 2020
|
Allen Capital Group, LLC
|
SELL
|
- |
-18.5KClosed |
$389K - $738K
|
0
$0
|
|
|
Apr 10, 2020
Q1 2020
|
Lantz Financial LLC
|
SELL
|
- |
-35.2KClosed |
$739K - $1.4M
|
0
$0
|
|
|
Apr 10, 2020
Q1 2020
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-100KClosed |
$2.1M - $3.99M
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-174KClosed |
$3.66M - $6.95M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 07, 2020
Q4 2019
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-654Closed |
$23.8K - $25.9K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.31KClosed |
$47.8K - $52K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-8.17KClosed |
$298K - $324K
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-44KClosed |
$1.6M - $1.74M
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-100Closed |
$3.65K - $3.96K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-4Closed |
$146 - $158
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-28.6KClosed |
$1.08M - $1.11M
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-3.33KClosed |
$125K - $129K
|
0
$0
|
|
|
Nov 04, 2019
Q3 2019
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-7.07KClosed |
$266K - $275K
|
0
$0
|
|
|
Oct 29, 2019
Q3 2019
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-100Closed |
$3.76K - $3.88K
|
0
$0
|
|
|
Oct 11, 2019
Q3 2019
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-7.04KClosed |
$265K - $274K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Nov 06, 2023
Q2 2019
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
4New |
N/A
|
4
$180
|
|
|
Aug 19, 2019
Q2 2019
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-16.7KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-5.6KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
8.16KNew |
N/A
|
8.16K
$368K
|
|
|
Aug 12, 2019
Q2 2019
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
207New |
N/A
|
207
$9.33K
|
|
|
Jul 25, 2019
Q2 2019
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-65.5KClosed |
N/A
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.82KClosed |
N/A
|
0
$0
|
|
|
Jul 17, 2019
Q2 2019
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-27.1KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
Apr 29, 2019
Q1 2019
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Jan 29, 2019
Q4 2018
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-198KClosed |
N/A
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-1.25KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-846Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 02, 2018
Q2 2018
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-25.1KClosed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
Apr 18, 2018
Q1 2018
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
5+ 0.3% |
N/A
|
1.67K
$75.3K
|
|
|
Apr 06, 2018
Q1 2018
|
Xr Securities LLC
|
SELL
|
- |
-44.8KClosed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 13, 2018
Q4 2017
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-15KClosed |
N/A
|
0
$0
|
|