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 04, 2025
Q3 2025
|
Peterson Wealth Services
|
BUY
|
- |
2.52K+ 122.0% |
$107K - $114K
|
4.59K
$197K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.89K- 4.39% |
$123K - $130K
|
63.1K
$2.71M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.18K- 31.98% |
$92.5K - $98.2K
|
4.64K
$199K
|
|
|
Nov 04, 2025
Q3 2025
|
Parker Investment Management, LLC
|
BUY
|
- |
15.1KNew |
$642K - $682K
|
15.1K
$650K
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
112+ 11.41% |
$4.75K - $5.05K
|
1.09K
$47K
|
|
|
Nov 04, 2025
Q3 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
518+ 4.59% |
$22K - $23.3K
|
11.8K
$507K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
168+ 0.22% |
$7.13K - $7.57K
|
77.7K
$3.34M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
5.84K+ 39.99% |
$248K - $263K
|
20.5K
$879K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1+ 1.85% |
$42.4 - $45.1
|
55
$2.36K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
742+ 6.01% |
$31.5K - $33.4K
|
13.1K
$562K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
31.9K+ 4.76% |
$1.35M - $1.44M
|
703K
$30.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-144- 11.58% |
$6.11K - $6.49K
|
1.1K
$47.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
17.3K+ 1.13% |
$734K - $779K
|
1.55M
$66.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-3.26K- 2.19% |
$138K - $147K
|
146K
$6.25M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
5.03K+ 2.56% |
$213K - $226K
|
201K
$8.65M
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-572- 1.61% |
$24.3K - $25.8K
|
35K
$1.51M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
37+ 0.15% |
$1.57K - $1.67K
|
25.1K
$1.08M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
48.5KNew |
$2.06M - $2.18M
|
48.5K
$2.08M
|
|
|
Nov 03, 2025
Q3 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
4.66KNew |
$198K - $210K
|
4.66K
$200K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.5K+ 96.9% |
$106K - $112K
|
5.07K
$218K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
5.7K+ 5.76% |
$242K - $257K
|
105K
$4.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
51+ 0.91% |
$2.16K - $2.3K
|
5.64K
$242K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
17+ 0.33% |
$721 - $766
|
5.1K
$219K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
47+ 16.21% |
$1.99K - $2.12K
|
337
$14.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-527- 5.01% |
$22.4K - $23.7K
|
10K
$430K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
15+ 0.28% |
$636 - $676
|
5.35K
$230K
|
|
|
Nov 03, 2025
Q3 2025
|
Nan Fung Trinity (Hk) LTD
Central, Hong Kong, K3 |
BUY
|
- |
22.3KNew |
$946K - $1M
|
22.3K
$958K
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
7.54KNew |
$320K - $340K
|
7.54K
$324K
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
13.1KNew |
$554K - $588K
|
13.1K
$561K
|
|
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
4.25MNew |
$181M - $192M
|
4.25M
$183M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.44K- 33.61% |
$103K - $110K
|
4.81K
$207K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
18.8K+ 2.16% |
$797K - $846K
|
889K
$38.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
805+ 14.49% |
$34.2K - $36.3K
|
6.36K
$273K
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.33K+ 41.97% |
$99K - $105K
|
7.9K
$339K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
74+ 15.98% |
$3.14K - $3.33K
|
537
$23.1K
|
|
|
Oct 30, 2025
Q3 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
12+ 0.14% |
$509 - $541
|
8.47K
$364K
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-14K- 10.47% |
$596K - $633K
|
120K
$5.16M
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.68K- 11.59% |
$71.3K - $75.7K
|
12.8K
$551K
|
|
|
Oct 30, 2025
Q3 2025
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-4.29K- 44.4% |
$182K - $193K
|
5.37K
$231K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.3K+ 13.87% |
$55.1K - $58.5K
|
10.7K
$458K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.6KNew |
$195K - $207K
|
4.6K
$198K
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-7.27K- 36.75% |
$309K - $328K
|
12.5K
$538K
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-224- 3.61% |
$9.5K - $10.1K
|
5.98K
$257K
|
|
|
Oct 29, 2025
Q3 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-392- 3.81% |
$16.6K - $17.7K
|
9.91K
$426K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-440- 4.88% |
$18.7K - $19.8K
|
8.58K
$369K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.65K+ 15.38% |
$325K - $345K
|
57.4K
$2.46M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.58KNew |
$194K - $206K
|
4.58K
$197K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1New |
$42.4 - $45.1
|
1
$43
|
|
|
Oct 29, 2025
Q3 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
465+ 1.79% |
$19.7K - $20.9K
|
26.4K
$1.14M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
1.4K+ 3.16% |
$59.4K - $63.1K
|
45.7K
$1.96M
|
|