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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-86- 1.02% |
$3.34K - $3.81K
|
8.35K
$368K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.04K+ 2.4% |
$79.2K - $90.4K
|
87.2K
$3.84M
|
|
|
Jul 16, 2025
Q2 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
18.9K+ 5.3% |
$735K - $838K
|
376K
$16.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1.46K- 10.59% |
$56.8K - $64.8K
|
12.4K
$544K
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
17.7KNew |
$687K - $784K
|
17.7K
$780K
|
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-246- 0.67% |
$9.55K - $10.9K
|
36.4K
$1.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
755+ 2.21% |
$29.3K - $33.4K
|
34.9K
$1.54M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
1.44K+ 3.35% |
$55.7K - $63.5K
|
44.3K
$1.95M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
30+ 0.42% |
$1.16K - $1.33K
|
7.15K
$315K
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-14.7K- 23.21% |
$571K - $652K
|
48.7K
$2.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.86% |
$38.8 - $44.3
|
117
$5.16K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.93K- 33.71% |
$191K - $218K
|
9.69K
$427K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-899- 0.64% |
$34.9K - $39.8K
|
139K
$6.12M
|
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-27- 2.74% |
$1.05K - $1.2K
|
957
$42.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-200- 26.49% |
$7.76K - $8.86K
|
555
$24.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
111+ 0.26% |
$4.31K - $4.92K
|
43.2K
$1.91M
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
298+ 60.82% |
$11.6K - $13.2K
|
788
$34.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.67K+ 4.86% |
$181K - $207K
|
101K
$4.43M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
740+ 5.45% |
$28.7K - $32.8K
|
14.3K
$630K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-20.1K- 96.68% |
$779K - $889K
|
689
$30.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-142- 0.7% |
$5.51K - $6.29K
|
20.2K
$890K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.38K- 3.91% |
$53.6K - $61.2K
|
34K
$1.5M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
4.03K+ 4.99% |
$156K - $178K
|
84.7K
$3.73M
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-1.38K- 7.54% |
$53.7K - $61.3K
|
17K
$747K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
105New |
$4.08K - $4.65K
|
105
$4.63K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-2.5K- 92.59% |
$97K - $111K
|
200
$8.81K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.82K+ 3.79% |
$70.5K - $80.5K
|
49.7K
$2.19M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
76+ 0.37% |
$2.95K - $3.37K
|
20.4K
$900K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-93- 0.9% |
$3.61K - $4.12K
|
10.3K
$454K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-4.55K- 18.7% |
$177K - $202K
|
19.8K
$872K
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-86- 0.47% |
$3.34K - $3.81K
|
18.3K
$808K
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-1.98K- 11.81% |
$76.9K - $87.8K
|
14.8K
$652K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-259- 1.42% |
$10.1K - $11.5K
|
18K
$791K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-826- 13.15% |
$32.1K - $36.6K
|
5.45K
$240K
|
|
|
Jul 09, 2025
Q2 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
SELL
|
- |
-234- 3.44% |
$9.08K - $10.4K
|
6.57K
$289K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.88K+ 2.52% |
$112K - $128K
|
117K
$5.16M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7+ 1.22% |
$272 - $310
|
580
$25.6K
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
751+ 2.65% |
$29.1K - $33.3K
|
29.1K
$1.28M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-294- 7.54% |
$11.4K - $13K
|
3.61K
$159K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
77+ 1.21% |
$2.99K - $3.41K
|
6.44K
$284K
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-1.59K- 12.62% |
$61.5K - $70.2K
|
11K
$483K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-3.65K- 14.38% |
$142K - $162K
|
21.7K
$958K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
119+ 1.09% |
$4.62K - $5.27K
|
11.1K
$488K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.86K+ 10.01% |
$111K - $127K
|
31.5K
$1.39M
|
|
| Q1 2025 | |||||||
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4K+ 23.06% |
$169K - $181K
|
21.3K
$941K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-72- 5.47% |
$3.04K - $3.25K
|
1.24K
$54.8K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
16.1K+ 255.97% |
$679K - $727K
|
22.4K
$986K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
8.01KNew |
$338K - $362K
|
8.01K
$353K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.73K- 10.3% |
$368K - $394K
|
76K
$3.35M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
103New |
$4.34K - $4.65K
|
103
$4.54K
|
|