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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
100+ 40.0% |
$3.81K - $4.14K
|
350
$15.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
149+ 2.74% |
$5.68K - $6.17K
|
5.58K
$249K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-797- 7.82% |
$30.4K - $33K
|
9.4K
$420K
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
100+ 80.0% |
$3.81K - $4.14K
|
225
$10.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
22.3K+ 19.18% |
$849K - $923K
|
138K
$6.19M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10New |
$381 - $414
|
10
$447
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1+ 0.02% |
$38.1 - $41.4
|
6.36K
$284K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
281+ 10.47% |
$10.7K - $11.6K
|
2.96K
$132K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.05K- 1.8% |
$39.8K - $43.3K
|
57K
$2.55M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
579New |
$22.1K - $24K
|
579
$25.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-21- 2.47% |
$800 - $870
|
830
$37.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-393- 92.47% |
$15K - $16.3K
|
32
$1.43K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
25.8K+ 10.76% |
$983K - $1.07M
|
265K
$11.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-390- 1.95% |
$14.9K - $16.2K
|
19.6K
$875K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1New |
$38.1 - $41.4
|
1
$44.7
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2+ 1.8% |
$76.2 - $82.8
|
113
$5.05K
|
|
|
Aug 02, 2024
Q2 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
954+ 7.32% |
$36.3K - $39.5K
|
14K
$625K
|
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
16.1KNew |
$613K - $667K
|
16.1K
$719K
|
|
|
Aug 02, 2024
Q2 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
630+ 8.4% |
$24K - $26.1K
|
8.13K
$363K
|
|
|
Aug 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-887- 12.52% |
$33.8K - $36.7K
|
6.2K
$277K
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
18+ 0.31% |
$686 - $746
|
5.92K
$264K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-768- 53.82% |
$29.3K - $31.8K
|
659
$29.4K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.47KNew |
$170K - $185K
|
4.47K
$200K
|
|
|
Jul 30, 2024
Q2 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-417- 5.0% |
$15.9K - $17.3K
|
7.93K
$354K
|
|
|
Jul 30, 2024
Q2 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
50+ 0.8% |
$1.91K - $2.07K
|
6.3K
$281K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-800- 49.23% |
$30.5K - $33.1K
|
825
$36.9K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-8- 1.4% |
$305 - $331
|
563
$25.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-295K- 98.27% |
$11.2M - $12.2M
|
5.19K
$232K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-250- 1.53% |
$9.53K - $10.4K
|
16.1K
$718K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.02K- 16.99% |
$38.8K - $42.2K
|
4.97K
$222K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1+ 0.02% |
$38.1 - $41.4
|
6.36K
$284K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
4.29KNew |
$163K - $178K
|
4.29K
$192K
|
|
|
Jul 23, 2024
Q2 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-730- 11.16% |
$27.8K - $30.2K
|
5.81K
$260K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
11New |
$419 - $456
|
11
$491
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 3.33% |
$38.1 - $41.4
|
31
$1.39K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-52- 17.93% |
$1.98K - $2.15K
|
238
$10.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.05KNew |
$116K - $126K
|
3.05K
$136K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.9K- 9.1% |
$72.2K - $78.5K
|
18.9K
$846K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
503+ 7.08% |
$19.2K - $20.8K
|
7.61K
$340K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
202+ 3.24% |
$7.7K - $8.37K
|
6.44K
$288K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
574New |
$21.9K - $23.8K
|
574
$25.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-155- 96.27% |
$5.91K - $6.42K
|
6
$268
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-522- 5.06% |
$19.9K - $21.6K
|
9.79K
$437K
|
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
215+ 1.08% |
$8.19K - $8.91K
|
20K
$895K
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-175- 10.54% |
$6.67K - $7.25K
|
1.49K
$66.3K
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1- -0.0% |
$38.1 - $41.4
|
22K
$984K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
105New |
$4K - $4.35K
|
105
$4.69K
|
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-120- 9.4% |
$4.57K - $4.97K
|
1.16K
$51.7K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1+ 3.23% |
$38.1 - $41.4
|
32
$1.43K
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.91K- 0.93% |
$72.9K - $79.2K
|
204K
$9.12M
|