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 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
BUY
|
- |
5.38KNew |
$178K - $215K
|
5.38K
$240K
|
|
|
Feb 01, 2024
Q4 2023
|
Acas, LLC
|
BUY
|
- |
5.22KNew |
$172K - $208K
|
5.22K
$233K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
5.21KNew |
$172K - $208K
|
5.21K
$233K
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
3.95KNew |
$130K - $158K
|
3.95K
$176K
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
3.46KNew |
$114K - $138K
|
3.46K
$155K
|
|
|
Jan 17, 2024
Q4 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
3.26K+ 18.92% |
$108K - $130K
|
20.5K
$915K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.5KNew |
$49.5K - $59.8K
|
1.5K
$67K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.1KNew |
$36.3K - $43.9K
|
1.1K
$49.1K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
950New |
$31.4K - $37.9K
|
950
$42.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
937New |
$30.9K - $37.4K
|
937
$41.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
551New |
$18.2K - $22K
|
551
$24.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
510New |
$16.8K - $20.3K
|
510
$22.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
463New |
$15.3K - $18.5K
|
463
$20.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
371+ 2.48% |
$12.2K - $14.8K
|
15.3K
$685K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
201New |
$6.63K - $8.02K
|
201
$8.98K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
195New |
$6.44K - $7.78K
|
195
$8.71K
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
163+ 0.04% |
$5.38K - $6.5K
|
395K
$17.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
155New |
$5.12K - $6.18K
|
155
$6.93K
|
|
|
Feb 13, 2024
Q4 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
150New |
$4.95K - $5.98K
|
150
$6.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Vantage Investment Partners, LLC
|
BUY
|
- |
103+ 1.2% |
$3.4K - $4.11K
|
8.72K
$390K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
24+ 0.1% |
$792 - $957
|
24.2K
$1.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
21+ 1.38% |
$693 - $837
|
1.54K
$69K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
18New |
$594 - $718
|
18
$804
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
11New |
$363 - $439
|
11
$491
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1+ 0.01% |
$33 - $39.9
|
7.09K
$317K
|
|
| Q3 2023 | |||||||
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
167KNew |
$5.79M - $6.48M
|
167K
$7.45M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
122KNew |
$4.25M - $4.75M
|
122K
$5.46M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
54.1KNew |
$1.88M - $2.1M
|
54.1K
$2.42M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
44.5KNew |
$1.55M - $1.73M
|
44.5K
$1.99M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
43.8KNew |
$1.52M - $1.7M
|
43.8K
$1.96M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
30.7K+ 289.96% |
$1.07M - $1.19M
|
41.2K
$1.84M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
26.6K+ 6.36% |
$923K - $1.03M
|
445K
$19.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
14.1KNew |
$490K - $548K
|
14.1K
$630K
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
BUY
|
- |
7.84KNew |
$272K - $304K
|
7.84K
$350K
|
|
|
Oct 26, 2023
Q3 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
6.73KNew |
$234K - $261K
|
6.73K
$301K
|
|
|
Nov 13, 2023
Q3 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
2.87K+ 32.82% |
$99.7K - $111K
|
11.6K
$519K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2.4KNew |
$83.4K - $93.3K
|
2.4K
$107K
|
|
|
Oct 20, 2023
Q3 2023
|
Security National Bank
|
BUY
|
- |
2.07K+ 26.99% |
$72.1K - $80.6K
|
9.76K
$436K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.34KNew |
$46.5K - $51.9K
|
1.34K
$59.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.28KNew |
$44.6K - $49.9K
|
1.28K
$57.4K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.01KNew |
$35.2K - $39.3K
|
1.01K
$45.2K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
470New |
$16.3K - $18.3K
|
470
$21K
|
|
|
Oct 24, 2023
Q3 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
414+ 3.68% |
$14.4K - $16.1K
|
11.7K
$521K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
264New |
$9.17K - $10.3K
|
264
$11.8K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
221+ 401.82% |
$7.68K - $8.58K
|
276
$12.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
87+ 0.96% |
$3.02K - $3.38K
|
9.17K
$410K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
80New |
$2.78K - $3.11K
|
80
$3.57K
|
|
|
Oct 24, 2023
Q3 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
56+ 0.86% |
$1.95K - $2.18K
|
6.56K
$293K
|
|
|
Apr 22, 2024
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
50+ 12.5% |
$1.74K - $1.94K
|
450
$20.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
40New |
$1.39K - $1.55K
|
40
$1.79K
|
|