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 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
424+ 4.44% |
$16.9K - $19.4K
|
9.98K
$446K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
7.42KNew |
$296K - $340K
|
7.42K
$331K
|
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-288- 10.71% |
$11.5K - $13.2K
|
2.4K
$107K
|
|
|
Nov 07, 2024
Q3 2024
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-15- 0.09% |
$599 - $688
|
17.3K
$772K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
142+ 0.59% |
$5.67K - $6.51K
|
24.2K
$1.08M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-19.9K- 69.33% |
$796K - $913K
|
8.81K
$394K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.05K+ 0.72% |
$42K - $48.2K
|
147K
$6.56M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-153- 1.1% |
$6.11K - $7.02K
|
13.7K
$614K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.64K+ 6.59% |
$105K - $121K
|
42.6K
$1.91M
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-62- 0.67% |
$2.48K - $2.84K
|
9.14K
$408K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.43K+ 7.1% |
$57.3K - $65.8K
|
21.6K
$967K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-107- 6.32% |
$4.27K - $4.91K
|
1.59K
$70.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
496New |
$19.8K - $22.7K
|
496
$22.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-453- 4.23% |
$18.1K - $20.8K
|
10.3K
$459K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
1.94KNew |
$77.3K - $88.8K
|
1.94K
$86.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
64.4K+ 16.98% |
$2.57M - $2.95M
|
444K
$19.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Gunma Bank,Ltd.
|
SELL
|
- |
-40K- 34.78% |
$1.6M - $1.83M
|
75K
$3.35M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
130KNew |
$5.18M - $5.94M
|
130K
$5.79M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
351+ 4.98% |
$14K - $16.1K
|
7.39K
$330K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-14.9K- 32.97% |
$595K - $683K
|
30.3K
$1.35M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-514- 2.42% |
$20.5K - $23.6K
|
20.7K
$926K
|
|
|
Nov 05, 2024
Q3 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
241KNew |
$9.63M - $11.1M
|
241K
$10.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.09K- 10.36% |
$43.3K - $49.8K
|
9.39K
$419K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-949- 2.15% |
$37.9K - $43.5K
|
43.1K
$1.93M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.02KNew |
$200K - $230K
|
5.02K
$224K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.49KNew |
$180K - $206K
|
4.49K
$201K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
10.9KNew |
$437K - $501K
|
10.9K
$489K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
799+ 5.47% |
$31.9K - $36.6K
|
15.4K
$688K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-328- 0.41% |
$13.1K - $15K
|
79.3K
$3.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-36- 0.14% |
$1.44K - $1.65K
|
25.7K
$1.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
300New |
$12K - $13.8K
|
300
$13.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
21.2K+ 48.85% |
$847K - $973K
|
64.6K
$2.89M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-27.2K- 33.2% |
$1.09M - $1.25M
|
54.8K
$2.45M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
19.7K+ 31.61% |
$787K - $904K
|
82K
$3.67M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
276+ 3.6% |
$11K - $12.7K
|
7.94K
$355K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
75+ 0.54% |
$3K - $3.44K
|
14K
$626K
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-65.4K- 25.84% |
$2.61M - $3M
|
188K
$8.38M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5+ 0.06% |
$200 - $229
|
8.14K
$364K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
136+ 1.28% |
$5.43K - $6.24K
|
10.7K
$480K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.74K- 11.83% |
$69.7K - $80K
|
13K
$581K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
51.8K+ 333.25% |
$2.07M - $2.38M
|
67.4K
$3.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.03K+ 9.87% |
$40.9K - $47K
|
11.4K
$510K
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
4.48KNew |
$179K - $205K
|
4.48K
$200K
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
6.58KNew |
$263K - $302K
|
6.58K
$294K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
4.56KNew |
$182K - $209K
|
4.56K
$204K
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
5.73KNew |
$229K - $263K
|
5.73K
$256K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
452+ 0.59% |
$18.1K - $20.7K
|
76.7K
$3.43M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.16K- 9.15% |
$46.2K - $53.1K
|
11.5K
$513K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
135+ 1.8% |
$5.39K - $6.19K
|
7.64K
$341K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1K+ 2.21% |
$40.1K - $46K
|
46.5K
$2.08M
|