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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2023
Q3 2023
|
Security National Bank
|
BUY
|
- |
2.07K+ 26.99% |
$72.1K - $80.6K
|
9.76K
$430K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.34KNew |
$46.5K - $51.9K
|
1.34K
$58.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.28KNew |
$44.6K - $49.9K
|
1.28K
$56.6K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.01KNew |
$35.2K - $39.3K
|
1.01K
$44.6K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
470New |
$16.3K - $18.3K
|
470
$20.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
414+ 3.68% |
$14.4K - $16.1K
|
11.7K
$514K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
264New |
$9.17K - $10.3K
|
264
$11.6K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
221+ 401.82% |
$7.68K - $8.58K
|
276
$12.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
87+ 0.96% |
$3.02K - $3.38K
|
9.17K
$404K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
80New |
$2.78K - $3.11K
|
80
$3.52K
|
|
|
Oct 24, 2023
Q3 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
56+ 0.86% |
$1.95K - $2.18K
|
6.56K
$289K
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
40New |
$1.39K - $1.55K
|
40
$1.76K
|
|
| Q2 2023 | |||||||
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
21.3KNew |
$749K - $820K
|
21.3K
$940K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
15KNew |
$527K - $577K
|
15K
$661K
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
14.8KNew |
$519K - $569K
|
14.8K
$651K
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
9.42KNew |
$331K - $362K
|
9.42K
$415K
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
BUY
|
- |
8.86K+ 20.86% |
$311K - $341K
|
51.3K
$2.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.95KNew |
$209K - $229K
|
5.95K
$262K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.64KNew |
$198K - $217K
|
5.64K
$248K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
1.65K+ 3.85% |
$57.8K - $63.3K
|
44.4K
$1.95M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
635New |
$22.3K - $24.4K
|
635
$28K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
614New |
$21.6K - $23.6K
|
614
$27.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
400New |
$14.1K - $15.4K
|
400
$17.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
307New |
$10.8K - $11.8K
|
307
$13.5K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
261New |
$9.17K - $10K
|
261
$11.5K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
230New |
$8.08K - $8.85K
|
230
$10.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
181+ 2.49% |
$6.36K - $6.96K
|
7.45K
$328K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
130New |
$4.57K - $5K
|
130
$5.73K
|
|
| Q1 2023 | |||||||
|
May 02, 2023
Q1 2023
|
Parker Investment Management, LLC
|
BUY
|
- |
2.28MNew |
$81.2M - $98.4M
|
2.28M
$101M
|
|
|
May 10, 2023
Q1 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
754K+ 50.24% |
$26.8M - $32.5M
|
2.25M
$99.3M
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
51.3KNew |
$1.83M - $2.21M
|
51.3K
$2.26M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
20.9KNew |
$745K - $902K
|
20.9K
$922K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
19.7K+ 30.57% |
$701K - $849K
|
84.2K
$3.71M
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
18.1K+ 4.27% |
$644K - $780K
|
442K
$19.5M
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
14.1K+ 100.0% |
$502K - $608K
|
28.2K
$1.24M
|
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
6.35KNew |
$226K - $274K
|
6.35K
$280K
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
5.7KNew |
$203K - $246K
|
5.7K
$251K
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
5.48KNew |
$195K - $236K
|
5.48K
$241K
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
5.42KNew |
$193K - $233K
|
5.42K
$239K
|
|
|
May 15, 2023
Q1 2023
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
5.39K+ 3.88% |
$192K - $232K
|
144K
$6.36M
|
|
|
Apr 28, 2023
Q1 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
4.28K+ 6.82% |
$152K - $185K
|
67.1K
$2.95M
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
3.79K+ 55.18% |
$135K - $163K
|
10.7K
$469K
|
|
|
Apr 25, 2023
Q1 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
2.98K+ 14.56% |
$106K - $128K
|
23.4K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.23K+ 17.4% |
$79.5K - $96.2K
|
15.1K
$664K
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
883+ 8.19% |
$31.4K - $38K
|
11.7K
$514K
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
847+ 1.18% |
$30.1K - $36.5K
|
72.7K
$3.2M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
355New |
$12.6K - $15.3K
|
355
$15.6K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
307New |
$10.9K - $13.2K
|
307
$13.5K
|
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
300New |
$10.7K - $12.9K
|
300
$13.2K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
290New |
$10.3K - $12.5K
|
290
$12.8K
|
|