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 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
976+ 3.33% |
$41.2K - $44.1K
|
30.3K
$1.33M
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
952+ 16.99% |
$40.2K - $43K
|
6.55K
$289K
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
900New |
$38K - $40.6K
|
900
$39.7K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
883+ 10.83% |
$37.2K - $39.9K
|
9.04K
$398K
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
786+ 14.32% |
$33.2K - $35.5K
|
6.27K
$276K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
725+ 0.8% |
$30.6K - $32.7K
|
91.4K
$4.03M
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
705+ 10.73% |
$29.7K - $31.8K
|
7.28K
$321K
|
|
May 09, 2025
Q1 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
689+ 0.91% |
$29.1K - $31.1K
|
76.1K
$3.35M
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
627+ 12.68% |
$26.4K - $28.3K
|
5.57K
$245K
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
623+ 11.6% |
$26.3K - $28.1K
|
5.99K
$264K
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
603New |
$25.4K - $27.2K
|
603
$26.6K
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
594+ 6.36% |
$25.1K - $26.8K
|
9.94K
$438K
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
550New |
$23.2K - $24.8K
|
550
$24.2K
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
549+ 0.95% |
$23.2K - $24.8K
|
58.2K
$2.57M
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
547+ 5.36% |
$23.1K - $24.7K
|
10.7K
$473K
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
544+ 1754.84% |
$22.9K - $24.6K
|
575
$25.3K
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
463+ 1.05% |
$19.5K - $20.9K
|
44.6K
$1.97M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
442+ 1.72% |
$18.6K - $20K
|
26.2K
$1.15M
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
422+ 1.39% |
$17.8K - $19.1K
|
30.8K
$1.36M
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
405+ 54.36% |
$17.1K - $18.3K
|
1.15K
$50.7K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
380+ 19.77% |
$16K - $17.2K
|
2.3K
$101K
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
353+ 2.3% |
$14.9K - $15.9K
|
15.7K
$693K
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
350+ 25.2% |
$14.8K - $15.8K
|
1.74K
$76.6K
|
|
May 06, 2025
Q1 2025
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
340+ 3.56% |
$14.3K - $15.4K
|
9.9K
$436K
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
325+ 5.74% |
$13.7K - $14.7K
|
5.99K
$264K
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
315+ 5.11% |
$13.3K - $14.2K
|
6.48K
$285K
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
314+ 0.7% |
$13.2K - $14.2K
|
45K
$1.98M
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
271New |
$11.4K - $12.2K
|
271
$11.9K
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
270New |
$11.4K - $12.2K
|
270
$11.9K
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
261+ 14.91% |
$11K - $11.8K
|
2.01K
$88.6K
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
230+ 0.35% |
$9.7K - $10.4K
|
66.8K
$2.94M
|
|
Apr 15, 2025
Q1 2025
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
223+ 2.57% |
$9.41K - $10.1K
|
8.91K
$392K
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
188New |
$7.93K - $8.49K
|
188
$8.28K
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
BUY
|
- |
175+ 9.32% |
$7.38K - $7.9K
|
2.05K
$90.4K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
170+ 3.2% |
$7.17K - $7.68K
|
5.49K
$242K
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
150+ 0.22% |
$6.33K - $6.77K
|
68.3K
$3.01M
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
137New |
$5.78K - $6.19K
|
137
$6.04K
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
122+ 1355.56% |
$5.15K - $5.51K
|
131
$5.77K
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
120+ 2.59% |
$5.06K - $5.42K
|
4.76K
$210K
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
103New |
$4.34K - $4.65K
|
103
$4.54K
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
100New |
$4.22K - $4.52K
|
100
$4.41K
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
77+ 0.7% |
$3.25K - $3.48K
|
11.1K
$489K
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
76+ 0.42% |
$3.21K - $3.43K
|
18.2K
$800K
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
75+ 0.15% |
$3.16K - $3.39K
|
51.7K
$2.28M
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
61+ 0.57% |
$2.57K - $2.75K
|
10.7K
$473K
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
57+ 570.0% |
$2.4K - $2.57K
|
67
$2.95K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
52+ 1.11% |
$2.19K - $2.35K
|
4.72K
$208K
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
51+ 0.59% |
$2.15K - $2.3K
|
8.68K
$383K
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
45+ 0.95% |
$1.9K - $2.03K
|
4.8K
$211K
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
41New |
$1.73K - $1.85K
|
41
$1.81K
|