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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
10.1KNew |
$392K - $448K
|
10.1K
$435K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-43- 79.63% |
$1.67K - $1.9K
|
11
$473
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
254+ 0.99% |
$9.86K - $11.2K
|
26K
$1.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-46- 0.65% |
$1.79K - $2.04K
|
7.08K
$304K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
46.5K+ 957.81% |
$1.8M - $2.06M
|
51.3K
$2.21M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-7.32K- 93.47% |
$284K - $324K
|
511
$22K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-500- 3.11% |
$19.4K - $22.1K
|
15.6K
$670K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
30+ 37.5% |
$1.16K - $1.33K
|
110
$4.73K
|
|
|
Jul 16, 2025
Q2 2025
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
21.9KNew |
$848K - $968K
|
21.9K
$939K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
30+ 0.42% |
$1.16K - $1.33K
|
7.15K
$307K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
105New |
$4.08K - $4.65K
|
105
$4.51K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-2.5K- 92.59% |
$97K - $111K
|
200
$8.59K
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-1.59K- 12.62% |
$61.5K - $70.2K
|
11K
$471K
|
|
| Q1 2025 | |||||||
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
109New |
$4.6K - $4.92K
|
109
$4.68K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
103New |
$4.34K - $4.65K
|
103
$4.43K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
4.97KNew |
$210K - $224K
|
4.97K
$213K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
270New |
$11.4K - $12.2K
|
270
$11.6K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.03K- 17.96% |
$43.6K - $46.7K
|
4.72K
$203K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
405+ 54.36% |
$17.1K - $18.3K
|
1.15K
$49.4K
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
5KNew |
$211K - $226K
|
5K
$215K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-69.7K- 83.17% |
$2.94M - $3.15M
|
14.1K
$606K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-280Closed |
$11.8K - $12.6K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.89KNew |
$122K - $131K
|
2.89K
$124K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-1.5K- 47.21% |
$63.1K - $67.6K
|
1.67K
$71.9K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-272- 49.73% |
$11.5K - $12.3K
|
275
$11.8K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
45+ 0.95% |
$1.9K - $2.03K
|
4.8K
$206K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-19.2K- 58.71% |
$810K - $868K
|
13.5K
$581K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
271New |
$11.4K - $12.2K
|
271
$11.6K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
21.7KNew |
$915K - $980K
|
21.7K
$932K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
15New |
$633 - $677
|
15
$645
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-290- 1.53% |
$12.2K - $13.1K
|
18.6K
$800K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.52K- 66.39% |
$191K - $204K
|
2.29K
$98.3K
|
|
|
May 09, 2025
Q1 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-4.19K- 25.52% |
$177K - $189K
|
12.2K
$525K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
100New |
$4.22K - $4.52K
|
100
$4.3K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-563- 6.03% |
$23.7K - $25.4K
|
8.78K
$377K
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
BUY
|
- |
25+ 208.33% |
$1.05K - $1.13K
|
37
$1.59K
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
315+ 5.11% |
$13.3K - $14.2K
|
6.48K
$278K
|
|
|
May 07, 2025
Q1 2025
|
Gunma Bank,Ltd.
|
BUY
|
- |
50.4K+ 69.99% |
$2.13M - $2.28M
|
122K
$5.26M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-475- 2.98% |
$20K - $21.5K
|
15.4K
$663K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-803- 13.75% |
$33.9K - $36.3K
|
5.04K
$217K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
1.87K+ 18.84% |
$79K - $84.6K
|
11.8K
$508K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
1.16K+ 12.13% |
$48.7K - $52.2K
|
10.7K
$459K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
14+ 0.29% |
$591 - $632
|
4.87K
$209K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
41New |
$1.73K - $1.85K
|
41
$1.76K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1K+ 21.37% |
$42.2K - $45.2K
|
5.68K
$244K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-2.7K- 50.57% |
$114K - $122K
|
2.64K
$113K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.08K+ 15.84% |
$45.6K - $48.9K
|
7.91K
$340K
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
137New |
$5.78K - $6.19K
|
137
$5.89K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.65KNew |
$69.5K - $74.4K
|
1.65K
$70.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
7+ 0.91% |
$295 - $316
|
773
$33.2K
|
|