Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.74K- 11.83% |
$69.7K - $80K
|
13K
$593K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.73K- 6.51% |
$69.2K - $79.4K
|
24.9K
$1.13M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.7K- 1.17% |
$67.8K - $77.9K
|
144K
$6.56M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.62K- 2.78% |
$64.9K - $74.5K
|
56.7K
$2.59M
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.59K- 8.1% |
$63.4K - $72.8K
|
18K
$821K
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.58K- 4.35% |
$63.1K - $72.5K
|
34.7K
$1.58M
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.47K- 13.73% |
$58.8K - $67.5K
|
9.24K
$421K
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.35K- 4.15% |
$53.8K - $61.7K
|
31.1K
$1.42M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.32K- 22.72% |
$52.8K - $60.6K
|
4.5K
$205K
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.18K- 2.72% |
$47K - $54K
|
42.2K
$1.92M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.16K- 9.15% |
$46.2K - $53.1K
|
11.5K
$524K
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.12K- 3.74% |
$44.6K - $51.2K
|
28.8K
$1.31M
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1.1K- 2.73% |
$43.9K - $50.4K
|
39.1K
$1.78M
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.1K- 1.82% |
$43.7K - $50.2K
|
59K
$2.69M
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.09K- 10.36% |
$43.3K - $49.8K
|
9.39K
$428K
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.05K- 16.84% |
$42.1K - $48.3K
|
5.21K
$237K
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-995- 38.87% |
$39.8K - $45.6K
|
1.57K
$71.4K
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-949- 2.27% |
$37.9K - $43.5K
|
40.9K
$1.87M
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-949- 2.15% |
$37.9K - $43.5K
|
43.1K
$1.97M
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-944- 16.82% |
$37.7K - $43.3K
|
4.67K
$213K
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-804- 5.49% |
$32.1K - $36.9K
|
13.9K
$632K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-734- 1.23% |
$29.3K - $33.7K
|
59K
$2.69M
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-713- 5.07% |
$28.5K - $32.7K
|
13.3K
$609K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-693- 75.49% |
$27.7K - $31.8K
|
225
$10.3K
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-687- 1.07% |
$27.4K - $31.5K
|
63.2K
$2.88M
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-670- 1.58% |
$26.8K - $30.7K
|
41.8K
$1.91M
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-590- 9.27% |
$23.6K - $27.1K
|
5.77K
$263K
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-514- 2.42% |
$20.5K - $23.6K
|
20.7K
$945K
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-500- 22.63% |
$20K - $22.9K
|
1.71K
$78K
|
|
Nov 06, 2024
Q3 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-453- 4.23% |
$18.1K - $20.8K
|
10.3K
$468K
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-410- 2.78% |
$16.4K - $18.8K
|
14.3K
$654K
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-392- 4.49% |
$15.7K - $18K
|
8.33K
$380K
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-363- 2.77% |
$14.5K - $16.6K
|
12.7K
$582K
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-346- 3.85% |
$13.8K - $15.9K
|
8.63K
$394K
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-338- 6.0% |
$13.5K - $15.5K
|
5.29K
$241K
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-328- 0.41% |
$13.1K - $15K
|
79.3K
$3.62M
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-310- 5.66% |
$12.4K - $14.2K
|
5.16K
$236K
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-300- 5.32% |
$12K - $13.8K
|
5.34K
$244K
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-288- 10.71% |
$11.5K - $13.2K
|
2.4K
$110K
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-158- 6.19% |
$6.31K - $7.25K
|
2.39K
$109K
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-153- 1.1% |
$6.11K - $7.02K
|
13.7K
$627K
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-150- 2.82% |
$5.99K - $6.88K
|
5.17K
$236K
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-149- 0.95% |
$5.95K - $6.83K
|
15.5K
$706K
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-127- 99.22% |
$5.07K - $5.82K
|
1
$45.6
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-120- 1.88% |
$4.79K - $5.5K
|
6.27K
$286K
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-107- 6.32% |
$4.27K - $4.91K
|
1.59K
$72.4K
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-84- 0.55% |
$3.36K - $3.85K
|
15.1K
$690K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-69- 0.96% |
$2.76K - $3.16K
|
7.11K
$324K
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-62- 0.67% |
$2.48K - $2.84K
|
9.14K
$417K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-45- 0.21% |
$1.8K - $2.06K
|
21.2K
$966K
|