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 |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.26K+ 6.86% |
$264K - $283K
|
97.5K
$4.3M
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
6.06KNew |
$255K - $273K
|
6.06K
$267K
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.97K+ 25.91% |
$252K - $270K
|
29K
$1.28M
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
5.95K+ 47.74% |
$251K - $269K
|
18.4K
$812K
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
5.81K+ 4.52% |
$245K - $262K
|
134K
$5.92M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.7K+ 99.55% |
$241K - $258K
|
11.4K
$504K
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.51K+ 37.1% |
$232K - $249K
|
20.4K
$897K
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
5.1KNew |
$215K - $230K
|
5.1K
$225K
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
5.03KNew |
$212K - $227K
|
5.03K
$222K
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
5KNew |
$211K - $226K
|
5K
$220K
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
4.97KNew |
$210K - $224K
|
4.97K
$219K
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
4.91K+ 2.58% |
$207K - $222K
|
196K
$8.61M
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
4.68KNew |
$197K - $211K
|
4.68K
$206K
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.66K+ 139.72% |
$196K - $210K
|
7.99K
$352K
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
4.64KNew |
$196K - $210K
|
4.64K
$204K
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.6KNew |
$194K - $208K
|
4.6K
$203K
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
4.6KNew |
$194K - $208K
|
4.6K
$202K
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
4.56KNew |
$192K - $206K
|
4.56K
$201K
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
4.54KNew |
$192K - $205K
|
4.54K
$200K
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.79K+ 14.82% |
$160K - $171K
|
29.4K
$1.29M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.53K+ 11.14% |
$149K - $160K
|
35.2K
$1.55M
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.06K+ 17.37% |
$129K - $138K
|
20.7K
$912K
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.89KNew |
$122K - $131K
|
2.89K
$127K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.81K+ 2.96% |
$119K - $127K
|
97.9K
$4.31M
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.67KNew |
$113K - $121K
|
2.67K
$118K
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.51K+ 33.58% |
$106K - $113K
|
9.99K
$440K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
2.49K+ 32.88% |
$105K - $113K
|
10.1K
$444K
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
2.41K+ 15.75% |
$101K - $109K
|
17.7K
$779K
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
2.34K+ 11.11% |
$98.5K - $105K
|
23.4K
$1.03M
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.34K+ 9.59% |
$98.5K - $105K
|
26.7K
$1.18M
|
|
Apr 09, 2025
Q1 2025
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
2.23K+ 1.15% |
$94.1K - $101K
|
197K
$8.66M
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.22K+ 9.38% |
$93.4K - $100K
|
25.8K
$1.14M
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
2.14K+ 121.06% |
$90.2K - $96.6K
|
3.9K
$172K
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
2.02K+ 5.56% |
$85.4K - $91.4K
|
38.5K
$1.69M
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.02K+ 21.01% |
$85.2K - $91.3K
|
11.6K
$513K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.88K+ 7.53% |
$79.2K - $84.8K
|
26.8K
$1.18M
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
1.87K+ 18.84% |
$79K - $84.6K
|
11.8K
$520K
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.7K+ 7.57% |
$71.7K - $76.8K
|
24.2K
$1.06M
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.7K+ 18.44% |
$71.7K - $76.8K
|
10.9K
$481K
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.65KNew |
$69.5K - $74.4K
|
1.65K
$72.6K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.57K+ 2.53% |
$66.1K - $70.8K
|
63.6K
$2.8M
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.49KNew |
$62.9K - $67.4K
|
1.49K
$65.7K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.29K+ 1.07% |
$54.6K - $58.4K
|
122K
$5.36M
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1.27K+ 9.05% |
$53.5K - $57.3K
|
15.3K
$673K
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.24K+ 4.72% |
$52.3K - $56K
|
27.5K
$1.21M
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
1.16K+ 12.13% |
$48.7K - $52.2K
|
10.7K
$470K
|
|
May 14, 2025
Q1 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
1.12K+ 4.77% |
$47.2K - $50.6K
|
24.6K
$1.08M
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.08K+ 15.84% |
$45.6K - $48.9K
|
7.91K
$349K
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.02K+ 3.04% |
$43.1K - $46.2K
|
34.6K
$1.53M
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1K+ 21.37% |
$42.2K - $45.2K
|
5.68K
$250K
|