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 |
|---|---|---|---|---|---|---|---|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
20KNew |
$754K - $814K
|
20K
$912K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-10.2K- 61.37% |
$383K - $413K
|
6.39K
$292K
|
|
|
May 16, 2024
Q1 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-558- 8.66% |
$21K - $22.7K
|
5.89K
$269K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-933- 58.98% |
$35.2K - $38K
|
649
$29.6K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-75.7K- 30.77% |
$2.85M - $3.08M
|
170K
$7.76M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-2.85K- 32.31% |
$107K - $116K
|
5.97K
$272K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.49K+ 19.86% |
$169K - $183K
|
27.1K
$1.24M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
335New |
$12.6K - $13.6K
|
335
$15.3K
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-794- 13.22% |
$29.9K - $32.3K
|
5.21K
$238K
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
205K+ 0.96% |
$7.74M - $8.35M
|
21.5M
$980M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-532- 98.52% |
$20.1K - $21.7K
|
8
$365
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
945+ 60.31% |
$35.6K - $38.5K
|
2.51K
$115K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-20.6K- 7.24% |
$776K - $838K
|
264K
$12M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.7K+ 2.15% |
$64K - $69.1K
|
80.6K
$3.68M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
22.5K+ 121.45% |
$849K - $917K
|
41.1K
$1.87M
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-1.05K- 24.88% |
$39.6K - $42.7K
|
3.17K
$145K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
500New |
$18.9K - $20.4K
|
500
$22.8K
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.04K+ 8.12% |
$39.3K - $42.4K
|
13.9K
$633K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-117- 29.1% |
$4.41K - $4.76K
|
285
$13K
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
4.96KNew |
$187K - $202K
|
4.96K
$226K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
162+ 2.44% |
$6.11K - $6.6K
|
6.81K
$311K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.25KNew |
$47.2K - $50.9K
|
1.25K
$57K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-150- 1.8% |
$5.66K - $6.11K
|
8.2K
$374K
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
31.4KNew |
$1.19M - $1.28M
|
31.4K
$1.43M
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-249- 2.75% |
$9.39K - $10.1K
|
8.8K
$401K
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
60+ 0.56% |
$2.26K - $2.44K
|
10.7K
$489K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
8.18KNew |
$309K - $333K
|
8.18K
$373K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
6+ 0.02% |
$226 - $244
|
28.9K
$1.32M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1.5K- 99.87% |
$56.5K - $61K
|
2
$91.2
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-64- 13.76% |
$2.41K - $2.61K
|
401
$18.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
494New |
$18.6K - $20.1K
|
494
$22.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1.5K+ 21.67% |
$56.6K - $61.1K
|
8.42K
$384K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-90- 11.15% |
$3.39K - $3.66K
|
717
$32.7K
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-2- 0.03% |
$75.4 - $81.4
|
6.45K
$294K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
384New |
$14.5K - $15.6K
|
384
$17.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
12New |
$453 - $489
|
12
$547
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-710- 76.67% |
$26.8K - $28.9K
|
216
$9.85K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.04K- 16.27% |
$39K - $42.1K
|
5.33K
$243K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-32.7K- 96.52% |
$1.23M - $1.33M
|
1.18K
$53.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-312- 47.63% |
$11.8K - $12.7K
|
343
$15.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-600- 16.67% |
$22.6K - $24.4K
|
3K
$137K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
8New |
$302 - $326
|
8
$365
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
2KNew |
$75.4K - $81.4K
|
2K
$91.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-158- 0.67% |
$5.96K - $6.43K
|
23.5K
$1.07M
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-17.3K- 45.64% |
$652K - $703K
|
20.6K
$939K
|
|
| Q4 2023 | |||||||
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
3.95KNew |
$130K - $158K
|
3.95K
$180K
|
|
|
Mar 19, 2024
Q4 2023
|
Financial Life Advisors
|
SELL
|
- |
-1.19K- 9.52% |
$39.1K - $47.3K
|
11.3K
$514K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
950New |
$31.4K - $37.9K
|
950
$43.3K
|
|
|
Feb 22, 2024
Q4 2023
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
40.4KNew |
$1.33M - $1.61M
|
40.4K
$1.84M
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
7.14KNew |
$236K - $285K
|
7.14K
$326K
|
|