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 |
---|---|---|---|---|---|---|---|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
262K+ 4595.08% |
$11.3M - $12.4M
|
268K
$11.8M
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
110K+ 60.4% |
$4.73M - $5.2M
|
292K
$12.9M
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
74.7KNew |
$3.22M - $3.54M
|
74.7K
$3.3M
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
51.3K+ 84.65% |
$2.21M - $2.43M
|
112K
$4.94M
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
46.8K+ 72.81% |
$2.02M - $2.22M
|
111K
$4.91M
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
42.2KNew |
$1.81M - $2M
|
42.2K
$1.86M
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
30.3K+ 7.66% |
$1.3M - $1.43M
|
426K
$18.8M
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
25.9KNew |
$1.11M - $1.23M
|
25.9K
$1.14M
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
19.7K+ 6.04% |
$848K - $933K
|
346K
$15.3M
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
15.1KNew |
$651K - $717K
|
15.1K
$669K
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
14.2KNew |
$612K - $673K
|
14.2K
$629K
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
10.9K+ 85.2% |
$467K - $514K
|
23.6K
$1.04M
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.8K+ 54.66% |
$463K - $509K
|
30.4K
$1.34M
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
9.21KNew |
$396K - $436K
|
9.21K
$407K
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
8.92KNew |
$384K - $422K
|
8.92K
$394K
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7.48KNew |
$322K - $354K
|
7.48K
$331K
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
7.13K+ 62.49% |
$307K - $337K
|
18.5K
$819K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.73K+ 10.41% |
$289K - $318K
|
71.4K
$3.15M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.56K+ 5.31% |
$282K - $311K
|
130K
$5.76M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.25K+ 10.59% |
$269K - $296K
|
65.2K
$2.88M
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
5.7KNew |
$245K - $270K
|
5.7K
$252K
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
5.67KNew |
$244K - $268K
|
5.67K
$250K
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.45K+ 85.2% |
$235K - $258K
|
11.9K
$524K
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
5.11K+ 12.91% |
$220K - $242K
|
44.7K
$1.98M
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5.11K+ 28.38% |
$220K - $242K
|
23.1K
$1.02M
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
4.68KNew |
$201K - $221K
|
4.68K
$207K
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.73K+ 20.32% |
$161K - $177K
|
22.1K
$976K
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3.66K+ 2.93% |
$157K - $173K
|
128K
$5.68M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.56K+ 79.17% |
$153K - $168K
|
8.05K
$356K
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
3.5K+ 44.15% |
$151K - $166K
|
11.4K
$505K
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
3K+ 3.75% |
$129K - $142K
|
83K
$3.67M
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
2.97K+ 2.0% |
$128K - $141K
|
151K
$6.68M
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
2.69K+ 6.53% |
$116K - $127K
|
43.8K
$1.94M
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
2.52K+ 3.28% |
$108K - $119K
|
79.5K
$3.51M
|
|
Jan 13, 2025
Q4 2024
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
2.5K+ 1.31% |
$108K - $118K
|
194K
$8.59M
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.1K+ 10.73% |
$90.5K - $99.5K
|
21.7K
$959K
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.96K+ 14.67% |
$84.2K - $92.6K
|
15.3K
$676K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.83K+ 52.33% |
$78.6K - $86.5K
|
5.32K
$235K
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.8K+ 24.27% |
$77.4K - $85.2K
|
9.22K
$407K
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1.73K+ 15.61% |
$74.6K - $82.1K
|
12.8K
$567K
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.29K+ 9.12% |
$55.7K - $61.2K
|
15.5K
$684K
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
1.07KNew |
$46.1K - $50.7K
|
1.07K
$47.4K
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.04KNew |
$44.5K - $49K
|
1.04K
$45.7K
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
806+ 8.72% |
$34.7K - $38.1K
|
10K
$444K
|
|
Jan 22, 2025
Q4 2024
|
Vantage Investment Partners, LLC
|
BUY
|
- |
775+ 8.89% |
$33.3K - $36.7K
|
9.5K
$420K
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
728+ 2.39% |
$31.3K - $34.4K
|
31.2K
$1.38M
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
684+ 1.91% |
$29.4K - $32.4K
|
36.4K
$1.61M
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
615+ 2.21% |
$26.5K - $29.1K
|
28.5K
$1.26M
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
511+ 3.78% |
$22K - $24.2K
|
14K
$619K
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
397+ 1.38% |
$17.1K - $18.8K
|
29.2K
$1.29M
|