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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.23KNew |
$369K - $423K
|
9.23K
$412K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.16K+ 33.9% |
$366K - $420K
|
36.2K
$1.62M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
9.01K+ 10.26% |
$360K - $413K
|
96.9K
$4.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
8.47K+ 3146.84% |
$338K - $388K
|
8.73K
$390K
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
8.18KNew |
$327K - $375K
|
8.18K
$366K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
7.87KNew |
$314K - $361K
|
7.87K
$351K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
7.59K+ 345.85% |
$303K - $348K
|
9.78K
$437K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
7.42KNew |
$296K - $340K
|
7.42K
$331K
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
7.15K+ 41.96% |
$285K - $328K
|
24.2K
$1.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
7.15KNew |
$285K - $328K
|
7.15K
$319K
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
6.58KNew |
$263K - $302K
|
6.58K
$294K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.3K+ 10.95% |
$252K - $289K
|
63.9K
$2.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.28KNew |
$251K - $288K
|
6.28K
$280K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
6.06KNew |
$242K - $278K
|
6.06K
$271K
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
5.73KNew |
$229K - $263K
|
5.73K
$256K
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
5.73KNew |
$229K - $263K
|
5.73K
$256K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
5.62K+ 7.49% |
$225K - $258K
|
80.6K
$3.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
5.56K+ 357.46% |
$222K - $255K
|
7.12K
$318K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
5.53KNew |
$221K - $254K
|
5.53K
$247K
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
5.52KNew |
$221K - $253K
|
5.52K
$247K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.3K+ 20.48% |
$212K - $243K
|
31.2K
$1.39M
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
5.08KNew |
$203K - $233K
|
5.08K
$227K
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
5.08KNew |
$203K - $233K
|
5.08K
$227K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.02KNew |
$200K - $230K
|
5.02K
$224K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
4.9KNew |
$196K - $225K
|
4.9K
$219K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
4.84KNew |
$193K - $222K
|
4.84K
$216K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
4.75KNew |
$190K - $218K
|
4.75K
$212K
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
4.74KNew |
$190K - $218K
|
4.74K
$212K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
4.7KNew |
$188K - $216K
|
4.7K
$210K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
4.68KNew |
$187K - $215K
|
4.68K
$209K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.67KNew |
$187K - $214K
|
4.67K
$209K
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.59KNew |
$183K - $210K
|
4.59K
$205K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
4.56KNew |
$182K - $209K
|
4.56K
$204K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.49KNew |
$180K - $206K
|
4.49K
$201K
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
4.48KNew |
$179K - $205K
|
4.48K
$200K
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
4.43KNew |
$177K - $203K
|
4.43K
$198K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.43KNew |
$177K - $203K
|
4.43K
$198K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
4.41KNew |
$176K - $202K
|
4.41K
$197K
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
4.26K+ 3.91% |
$170K - $195K
|
113K
$5.05M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4.16K+ 7.42% |
$166K - $191K
|
60.3K
$2.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
4.12KNew |
$164K - $189K
|
4.12K
$184K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.11K+ 8.96% |
$164K - $188K
|
50K
$2.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.03K+ 12.54% |
$161K - $185K
|
36.1K
$1.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
4K+ 25.98% |
$160K - $183K
|
19.4K
$867K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
4K+ 217.16% |
$160K - $183K
|
5.84K
$261K
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
3.86K+ 29.48% |
$154K - $177K
|
16.9K
$756K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
3.71K+ 2.44% |
$148K - $170K
|
156K
$6.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.49K+ 10.45% |
$140K - $160K
|
36.9K
$1.65M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
3.43K+ 9.09% |
$137K - $157K
|
41.1K
$1.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.17K+ 14.17% |
$127K - $146K
|
25.6K
$1.14M
|