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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-590- 9.27% |
$23.6K - $27.1K
|
5.77K
$258K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-363- 2.77% |
$14.5K - $16.6K
|
12.7K
$570K
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
SELL
|
- |
-27.5K- 14.14% |
$1.1M - $1.26M
|
167K
$7.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-13.1K- 20.38% |
$525K - $603K
|
51.3K
$2.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
213+ 0.92% |
$8.51K - $9.77K
|
23.3K
$1.04M
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
6+ 0.06% |
$240 - $275
|
10.3K
$461K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
723+ 8.57% |
$28.9K - $33.2K
|
9.16K
$409K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.62K- 2.78% |
$64.9K - $74.5K
|
56.7K
$2.53M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
239+ 1.08% |
$9.55K - $11K
|
22.4K
$1M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
110+ 56.12% |
$4.39K - $5.04K
|
306
$13.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
803+ 152.08% |
$32.1K - $36.8K
|
1.33K
$59.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
5.08KNew |
$203K - $233K
|
5.08K
$227K
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
20.3KNew |
$810K - $930K
|
20.3K
$906K
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
9.34KNew |
$373K - $428K
|
9.34K
$417K
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
7+ 0.04% |
$280 - $321
|
19K
$849K
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.12K- 3.74% |
$44.6K - $51.2K
|
28.8K
$1.28M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.47K- 13.73% |
$58.8K - $67.5K
|
9.24K
$413K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
110+ 1.58% |
$4.39K - $5.04K
|
7.08K
$316K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-158- 6.19% |
$6.31K - $7.25K
|
2.39K
$107K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.7K- 1.17% |
$67.8K - $77.9K
|
144K
$6.43M
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
670+ 0.88% |
$26.8K - $30.7K
|
77K
$3.44M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.48KNew |
$59.1K - $67.9K
|
1.48K
$66.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
8+ 0.07% |
$320 - $367
|
10.7K
$479K
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
4.26K+ 3.91% |
$170K - $195K
|
113K
$5.05M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
491+ 4.63% |
$19.6K - $22.5K
|
11.1K
$496K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2+ 0.04% |
$79.9 - $91.7
|
5.49K
$245K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-693- 75.49% |
$27.7K - $31.8K
|
225
$10.1K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-500- 22.63% |
$20K - $22.9K
|
1.71K
$76.4K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
448+ 1.63% |
$17.9K - $20.5K
|
27.9K
$1.24M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
200New |
$7.99K - $9.17K
|
200
$8.94K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.28K+ 9.92% |
$51.1K - $58.7K
|
14.2K
$634K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
7+ 0.17% |
$280 - $321
|
4.07K
$182K
|
|
| Q2 2024 | |||||||
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-240- 27.4% |
$9.14K - $9.94K
|
636
$28.4K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-18.7K- 47.9% |
$713K - $775K
|
20.3K
$909K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-36- 15.25% |
$1.37K - $1.49K
|
200
$8.94K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
600New |
$22.9K - $24.9K
|
600
$26.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
25.8KNew |
$983K - $1.07M
|
25.8K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.1K- 59.62% |
$41.9K - $45.6K
|
745
$33.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4+ 1.66% |
$152 - $166
|
245
$10.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
150+ 30.0% |
$5.72K - $6.21K
|
650
$29K
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-8- 0.74% |
$305 - $331
|
1.08K
$48.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-44.9K- 100.0% |
$1.71M - $1.86M
|
2
$89.4
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-166- 1.62% |
$6.32K - $6.88K
|
10.1K
$450K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
240K+ 604.61% |
$9.14M - $9.93M
|
279K
$12.5M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-70.3K- 73.89% |
$2.68M - $2.91M
|
24.8K
$1.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
792+ 9.91% |
$30.2K - $32.8K
|
8.78K
$392K
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
6.83KNew |
$260K - $283K
|
6.83K
$305K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-141- 4.17% |
$5.37K - $5.84K
|
3.24K
$145K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
2.97KNew |
$113K - $123K
|
2.97K
$133K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
5.4KNew |
$206K - $224K
|
5.4K
$241K
|
|