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, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
11New |
$419 - $456
|
11
$491
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10New |
$381 - $414
|
10
$447
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4+ 1.66% |
$152 - $166
|
245
$10.9K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2+ 1.8% |
$76.2 - $82.8
|
113
$5.05K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1+ 0.02% |
$38.1 - $41.4
|
6.36K
$284K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1New |
$38.1 - $41.4
|
1
$44.7
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1+ 0.02% |
$38.1 - $41.4
|
6.36K
$284K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 3.33% |
$38.1 - $41.4
|
31
$1.39K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1+ 3.23% |
$38.1 - $41.4
|
32
$1.43K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
205K+ 0.96% |
$7.74M - $8.35M
|
21.5M
$959M
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
31.4KNew |
$1.19M - $1.28M
|
31.4K
$1.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
22.5K+ 121.45% |
$849K - $917K
|
41.1K
$1.83M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
20KNew |
$754K - $814K
|
20K
$893K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
8.18KNew |
$309K - $333K
|
8.18K
$366K
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
4.96KNew |
$187K - $202K
|
4.96K
$222K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.49K+ 19.86% |
$169K - $183K
|
27.1K
$1.21M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
2KNew |
$75.4K - $81.4K
|
2K
$89.4K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.7K+ 2.15% |
$64K - $69.1K
|
80.6K
$3.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1.5K+ 21.67% |
$56.6K - $61.1K
|
8.42K
$376K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.25KNew |
$47.2K - $50.9K
|
1.25K
$55.9K
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.04K+ 8.12% |
$39.3K - $42.4K
|
13.9K
$620K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
945+ 60.31% |
$35.6K - $38.5K
|
2.51K
$112K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
500New |
$18.9K - $20.4K
|
500
$22.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
494New |
$18.6K - $20.1K
|
494
$22.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
384New |
$14.5K - $15.6K
|
384
$17.2K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
335New |
$12.6K - $13.6K
|
335
$15K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
162+ 2.44% |
$6.11K - $6.6K
|
6.81K
$304K
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
60+ 0.56% |
$2.26K - $2.44K
|
10.7K
$479K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
12New |
$453 - $489
|
12
$536
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
8New |
$302 - $326
|
8
$357
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
6New |
$226 - $244
|
6
$268
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
6+ 0.02% |
$226 - $244
|
28.9K
$1.29M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
928K+ 9.61% |
$30.6M - $37M
|
10.6M
$473M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
138KNew |
$4.57M - $5.52M
|
138K
$6.18M
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
BUY
|
- |
51.5K+ 567.64% |
$1.7M - $2.05M
|
60.5K
$2.7M
|
|
|
Feb 22, 2024
Q4 2023
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
40.4KNew |
$1.33M - $1.61M
|
40.4K
$1.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
13.9KNew |
$458K - $554K
|
13.9K
$620K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
11.7KNew |
$387K - $468K
|
11.7K
$524K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
10.8K+ 15.91% |
$357K - $431K
|
78.7K
$3.52M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
9.62KNew |
$317K - $384K
|
9.62K
$430K
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
7.79KNew |
$257K - $311K
|
7.79K
$348K
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
7.48KNew |
$247K - $298K
|
7.48K
$334K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7.22K+ 3111.21% |
$238K - $288K
|
7.45K
$333K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
7.17KNew |
$237K - $286K
|
7.17K
$320K
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
7.14KNew |
$236K - $285K
|
7.14K
$319K
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
7.14KNew |
$236K - $285K
|
7.14K
$319K
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
6.87KNew |
$227K - $274K
|
6.87K
$307K
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
6.75KNew |
$223K - $269K
|
6.75K
$301K
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
5.62KNew |
$185K - $224K
|
5.62K
$251K
|
|
|
Feb 06, 2024
Q4 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
5.4KNew |
$178K - $215K
|
5.4K
$241K
|
|