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 |
---|---|---|---|---|---|---|---|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-933- 58.98% |
$35.2K - $38K
|
649
$29K
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-794- 13.22% |
$29.9K - $32.3K
|
5.21K
$233K
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-710- 76.67% |
$26.8K - $28.9K
|
216
$9.65K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-600- 16.67% |
$22.6K - $24.4K
|
3K
$134K
|
|
May 16, 2024
Q1 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-558- 8.66% |
$21K - $22.7K
|
5.89K
$263K
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-532- 98.52% |
$20.1K - $21.7K
|
8
$357
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-312- 47.63% |
$11.8K - $12.7K
|
343
$15.3K
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-249- 2.75% |
$9.39K - $10.1K
|
8.8K
$393K
|
|
Apr 15, 2024
Q1 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-158- 0.67% |
$5.96K - $6.43K
|
23.5K
$1.05M
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-150- 1.8% |
$5.66K - $6.11K
|
8.2K
$366K
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-117- 29.1% |
$4.41K - $4.76K
|
285
$12.7K
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-90- 11.15% |
$3.39K - $3.66K
|
717
$32K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-64- 13.76% |
$2.41K - $2.61K
|
401
$17.9K
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-2- 0.03% |
$75.4 - $81.4
|
6.45K
$288K
|
|
Q4 2023 | |||||||
Feb 09, 2024
Q4 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-16.4K- 75.87% |
$540K - $653K
|
5.21K
$233K
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-10.1K- 70.83% |
$334K - $403K
|
4.17K
$186K
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-6.09K- 29.48% |
$201K - $243K
|
14.6K
$651K
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.52K- 29.64% |
$149K - $180K
|
10.7K
$479K
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-2.66K- 31.3% |
$87.7K - $106K
|
5.84K
$261K
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-2.36K- 99.54% |
$77.9K - $94.2K
|
11
$491
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-2.25K- 11.28% |
$74.2K - $89.6K
|
17.7K
$790K
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.7K- 16.37% |
$55.9K - $67.6K
|
8.66K
$387K
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.4K- 17.3% |
$46.3K - $55.9K
|
6.7K
$299K
|
|
Mar 19, 2024
Q4 2023
|
Financial Life Advisors
|
SELL
|
- |
-1.19K- 9.52% |
$39.1K - $47.3K
|
11.3K
$503K
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-990- 29.69% |
$32.7K - $39.5K
|
2.35K
$105K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-733- 8.27% |
$24.2K - $29.2K
|
8.13K
$363K
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-500- 2.0% |
$16.5K - $19.9K
|
24.5K
$1.09M
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-405- 25.0% |
$13.4K - $16.2K
|
1.22K
$54.3K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-311- 0.37% |
$10.3K - $12.4K
|
83.1K
$3.71M
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-247- 0.73% |
$8.15K - $9.85K
|
33.7K
$1.51M
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-150- 20.0% |
$4.95K - $5.98K
|
600
$26.8K
|
|
Q3 2023 | |||||||
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-82K- 30.35% |
$2.85M - $3.19M
|
188K
$8.41M
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-36.3K- 84.85% |
$1.26M - $1.41M
|
6.48K
$289K
|
|
Nov 01, 2023
Q3 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-27.7K- 77.26% |
$962K - $1.08M
|
8.15K
$364K
|
|
Nov 15, 2023
Q3 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-7KClosed |
$243K - $272K
|
0
$0
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.32K- 4.75% |
$150K - $168K
|
86.5K
$3.86M
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.99K- 19.38% |
$69K - $77.1K
|
8.26K
$369K
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.9K- 14.2% |
$65.9K - $73.6K
|
11.5K
$512K
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.74K- 96.56% |
$60.4K - $67.5K
|
62
$2.77K
|
|
Oct 27, 2023
Q3 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-1K- 1.44% |
$34.8K - $38.8K
|
68.5K
$3.06M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-974- 13.37% |
$33.8K - $37.8K
|
6.31K
$282K
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-908- 22.38% |
$31.6K - $35.3K
|
3.15K
$141K
|
|
Oct 23, 2023
Q3 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-527- 4.03% |
$18.3K - $20.5K
|
12.5K
$561K
|
|
Oct 16, 2023
Q3 2023
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-213- 0.85% |
$7.4K - $8.27K
|
24.8K
$1.11M
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-140- 1.6% |
$4.87K - $5.44K
|
8.61K
$385K
|
|
Q2 2023 | |||||||
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-338K- 16.02% |
$11.9M - $13M
|
1.77M
$79.2M
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-338K- 16.02% |
$11.9M - $13M
|
1.77M
$79.2M
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
SELL
|
- |
-38.9K- 85.23% |
$1.37M - $1.5M
|
6.74K
$301K
|
|
Aug 14, 2023
Q2 2023
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-35.9K- 72.63% |
$1.26M - $1.38M
|
13.5K
$604K
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-32.3K- 8.76% |
$1.14M - $1.24M
|
337K
$15M
|