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 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
502+ 20.53% |
$21.3K - $22.6K
|
2.95K
$127K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.36K- 11.41% |
$57.7K - $61.2K
|
10.6K
$453K
|
|
|
Nov 10, 2025
Q3 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-16.5K- 41.81% |
$700K - $743K
|
23K
$986K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
17+ 0.15% |
$721 - $766
|
11.7K
$501K
|
|
|
Nov 10, 2025
Q3 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
194+ 0.68% |
$8.23K - $8.74K
|
28.6K
$1.23M
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
8.87K+ 7.99% |
$376K - $399K
|
120K
$5.15M
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
33.3K+ 136.56% |
$1.41M - $1.5M
|
57.6K
$2.48M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
SELL
|
- |
-1.47K- 1.91% |
$62.2K - $66.1K
|
75.5K
$3.25M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
500+ 6.74% |
$21.2K - $22.5K
|
7.92K
$340K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
273+ 9.51% |
$11.6K - $12.3K
|
3.14K
$135K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.03K- 8.46% |
$43.8K - $46.5K
|
11.2K
$480K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-418- 14.17% |
$17.7K - $18.8K
|
2.53K
$109K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-100K- 31.98% |
$4.25M - $4.51M
|
213K
$9.15M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
15.3K+ 13.07% |
$649K - $689K
|
132K
$5.68M
|
|
|
Nov 07, 2025
Q3 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2+ 1.71% |
$84.9 - $90.1
|
119
$5.11K
|
|
|
Nov 07, 2025
Q3 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
71+ 0.35% |
$3.01K - $3.2K
|
20.5K
$881K
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
756+ 1.6% |
$32.1K - $34.1K
|
47.9K
$2.06M
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
37+ 0.26% |
$1.57K - $1.67K
|
14.1K
$606K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
40+ 0.99% |
$1.7K - $1.8K
|
4.07K
$175K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
500+ 6.86% |
$21.2K - $22.5K
|
7.79K
$335K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.03K+ 15.87% |
$43.9K - $46.6K
|
7.55K
$324K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1+ 0.02% |
$42.4 - $45.1
|
6.44K
$277K
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-9- 0.19% |
$382 - $405
|
4.73K
$203K
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.76K- 13.43% |
$117K - $124K
|
17.8K
$763K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-471- 0.97% |
$20K - $21.2K
|
48.2K
$2.07M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
10.5K+ 19.71% |
$444K - $472K
|
63.6K
$2.73M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.45K+ 2.65% |
$316K - $335K
|
289K
$12.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Harpswell Capital Advisors, LLC
Yarmouth, ME |
BUY
|
- |
16KNew |
$679K - $721K
|
16K
$688K
|
|
|
Nov 06, 2025
Q3 2025
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
88+ 0.85% |
$3.73K - $3.96K
|
10.5K
$451K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.25K- 5.46% |
$53.1K - $56.4K
|
21.7K
$931K
|
|
|
Nov 06, 2025
Q3 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-2.05K- 16.74% |
$86.9K - $92.3K
|
10.2K
$438K
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
11+ 1.05% |
$467 - $496
|
1.06K
$45.3K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-5.88K- 10.88% |
$249K - $265K
|
48.2K
$2.07M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-803- 7.25% |
$34.1K - $36.2K
|
10.3K
$441K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.37K+ 6.33% |
$228K - $242K
|
90.2K
$3.88M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-45.2K- 21.09% |
$1.92M - $2.04M
|
169K
$7.27M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
21+ 0.32% |
$891 - $946
|
6.6K
$283K
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
103+ 1.38% |
$4.37K - $4.64K
|
7.58K
$326K
|
|
|
Nov 05, 2025
Q3 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.77K+ 7.37% |
$75.1K - $79.7K
|
25.8K
$1.11M
|
|
|
Nov 05, 2025
Q3 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
6.42K+ 39.71% |
$273K - $289K
|
22.6K
$971K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.77K+ 6.4% |
$117K - $125K
|
46K
$1.98M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.12K+ 3.5% |
$47.6K - $50.5K
|
33.2K
$1.42M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.65K+ 3.79% |
$113K - $120K
|
72.7K
$3.12M
|
|
|
Nov 04, 2025
Q3 2025
|
L.M. Kohn & Company
|
BUY
|
- |
360+ 4.36% |
$15.3K - $16.2K
|
8.61K
$370K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.79KNew |
$416K - $441K
|
9.79K
$421K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
5.5KNew |
$233K - $248K
|
5.5K
$236K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-522- 6.18% |
$22.1K - $23.5K
|
7.92K
$340K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.58K- 5.04% |
$67.2K - $71.3K
|
29.8K
$1.28M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.15K+ 18.04% |
$261K - $277K
|
40.2K
$1.73M
|
|
|
Nov 04, 2025
Q3 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
4.56KNew |
$193K - $205K
|
4.56K
$196K
|
|