Latest Institutional Purchases of Spdr Portfolio S&P 500 High Di (SPYD)
This list provides information on the latest institutional transactions involving Spdr Portfolio S&P 500 High Di (SPYD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
46.5K+ 957.81% |
$1.8M - $2.06M
|
51.3K
$2.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
24.2K+ 7.81% |
$938K - $1.07M
|
333K
$14.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
23.3K+ 16.65% |
$904K - $1.03M
|
163K
$7.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
21.9KNew |
$848K - $968K
|
21.9K
$963K
|
|
|
Jul 16, 2025
Q2 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
18.9K+ 5.3% |
$735K - $838K
|
376K
$16.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
17.7KNew |
$687K - $784K
|
17.7K
$780K
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
15.1KNew |
$588K - $671K
|
15.1K
$667K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
8.75K+ 37.58% |
$340K - $387K
|
32K
$1.41M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
6.61K+ 3.49% |
$257K - $293K
|
196K
$8.65M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.67K+ 4.86% |
$181K - $207K
|
101K
$4.43M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
4.03K+ 4.99% |
$156K - $178K
|
84.7K
$3.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
BUY
|
- |
3.14K+ 1.46% |
$122K - $139K
|
218K
$9.63M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.88K+ 2.52% |
$112K - $128K
|
117K
$5.16M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.86K+ 10.01% |
$111K - $127K
|
31.5K
$1.39M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
2.66K+ 19.62% |
$103K - $118K
|
16.2K
$714K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.04K+ 2.4% |
$79.2K - $90.4K
|
87.2K
$3.84M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.82K+ 3.79% |
$70.5K - $80.5K
|
49.7K
$2.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
1.44K+ 3.35% |
$55.7K - $63.5K
|
44.3K
$1.95M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.43K+ 34.55% |
$55.4K - $63.2K
|
5.56K
$245K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.3K+ 7.41% |
$50.3K - $57.3K
|
18.8K
$827K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
755+ 2.21% |
$29.3K - $33.4K
|
34.9K
$1.54M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
751+ 2.65% |
$29.1K - $33.3K
|
29.1K
$1.28M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
740+ 5.45% |
$28.7K - $32.8K
|
14.3K
$630K
|
|
|
Jul 23, 2025
Q2 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
684+ 2.86% |
$26.5K - $30.3K
|
24.6K
$1.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
306+ 5.83% |
$11.9K - $13.5K
|
5.56K
$245K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
298+ 60.82% |
$11.6K - $13.2K
|
788
$34.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
254+ 0.99% |
$9.86K - $11.2K
|
26K
$1.15M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
237+ 0.81% |
$9.2K - $10.5K
|
29.6K
$1.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Vantage Investment Partners, LLC
|
BUY
|
- |
155+ 1.63% |
$6.02K - $6.86K
|
9.65K
$425K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
119+ 1.09% |
$4.62K - $5.27K
|
11.1K
$488K
|
|
|
Jul 18, 2025
Q2 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
115+ 1.18% |
$4.46K - $5.09K
|
9.83K
$433K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
111+ 0.26% |
$4.31K - $4.92K
|
43.2K
$1.91M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
105New |
$4.08K - $4.65K
|
105
$4.63K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
77+ 1.21% |
$2.99K - $3.41K
|
6.44K
$284K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
76+ 0.37% |
$2.95K - $3.37K
|
20.4K
$900K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
38+ 0.15% |
$1.47K - $1.68K
|
25K
$1.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
30+ 37.5% |
$1.16K - $1.33K
|
110
$4.85K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
30+ 0.42% |
$1.16K - $1.33K
|
7.15K
$315K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
23+ 0.48% |
$893 - $1.02K
|
4.82K
$212K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
23+ 4.27% |
$893 - $1.02K
|
562
$24.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7+ 1.16% |
$272 - $310
|
608
$26.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7+ 1.22% |
$272 - $310
|
580
$25.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.86% |
$38.8 - $44.3
|
117
$5.16K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
459K+ 58.7% |
$19.3M - $20.7M
|
1.24M
$54.6M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
336K+ 8.82% |
$14.2M - $15.2M
|
4.15M
$183M
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
118K+ 159.02% |
$4.97M - $5.32M
|
192K
$8.45M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
110K+ 5314.0% |
$4.66M - $4.99M
|
113K
$4.96M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
108KNew |
$4.55M - $4.87M
|
108K
$4.75M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
72.6K+ 76.39% |
$3.06M - $3.28M
|
168K
$7.39M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
70.6K+ 590.37% |
$2.98M - $3.19M
|
82.5K
$3.64M
|
|