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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-19.2K- 51.05% |
$675K - $739K
|
18.4K
$823K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-7.7K- 74.75% |
$270K - $296K
|
2.6K
$116K
|
|
|
Jul 10, 2024
Q2 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-5.74KClosed |
$202K - $221K
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-4.4K- 1.12% |
$155K - $169K
|
389K
$17.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-4.32K- 28.85% |
$152K - $166K
|
10.7K
$476K
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-3.98K- 29.77% |
$140K - $153K
|
9.4K
$420K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.48K- 5.08% |
$87.2K - $95.5K
|
46.3K
$2.07M
|
|
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
SELL
|
- |
-1.26K- 16.0% |
$44.3K - $48.5K
|
6.62K
$296K
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.01K- 13.48% |
$35.6K - $39K
|
6.51K
$291K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-638Closed |
$22.4K - $24.5K
|
0
$0
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-273- 1.08% |
$9.59K - $10.5K
|
25K
$1.12M
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-150- 10.43% |
$5.27K - $5.77K
|
1.29K
$57.5K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-146- 2.39% |
$5.13K - $5.62K
|
5.96K
$266K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-136- 1.57% |
$4.78K - $5.23K
|
8.5K
$380K
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-68- 1.24% |
$2.39K - $2.62K
|
5.43K
$242K
|
|
| Q1 2023 | |||||||
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
SELL
|
- |
-486K- 95.4% |
$17.3M - $20.9M
|
23.4K
$1.05M
|
|
|
Apr 17, 2023
Q1 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-13.1K- 59.5% |
$466K - $565K
|
8.92K
$399K
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
SELL
|
PUT |
-6.4K- 92.75% |
$228K - $276K
|
500
$22.3K
|
|
|
Apr 19, 2023
Q1 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-6.22K- 51.86% |
$221K - $268K
|
5.77K
$258K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-4K- 31.05% |
$142K - $172K
|
8.88K
$397K
|
|
|
May 04, 2023
Q1 2023
|
Treasure Coast Financial Planning
|
SELL
|
- |
-2.92K- 28.71% |
$104K - $126K
|
7.26K
$324K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.56K- 14.74% |
$55.3K - $67K
|
9K
$402K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.18K- 2.53% |
$42K - $50.9K
|
45.5K
$2.03M
|
|
|
May 04, 2023
Q1 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-27- 0.36% |
$961 - $1.16K
|
7.37K
$329K
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-7- 0.1% |
$249 - $302
|
7K
$313K
|
|
| Q4 2022 | |||||||
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-2.3K- 21.17% |
$81.6K - $95.9K
|
8.56K
$382K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-2.25K- 2.2% |
$79.9K - $93.9K
|
99.9K
$4.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-2.24K- 11.95% |
$79.4K - $93.4K
|
16.5K
$736K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.84K- 71.56% |
$65.3K - $76.7K
|
731
$32.7K
|
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
SELL
|
- |
-334- 5.61% |
$11.9K - $13.9K
|
5.62K
$251K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
SELL
|
- |
-200- 66.67% |
$7.1K - $8.35K
|
100
$4.47K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-14- 0.89% |
$497 - $584
|
1.56K
$69.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1- 0.2% |
$35.5 - $41.7
|
500
$22.3K
|
|
| Q3 2022 | |||||||
|
Oct 19, 2022
Q3 2022
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-4.41K- 6.76% |
$156K - $191K
|
60.8K
$2.72M
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.06K- 60.84% |
$37.6K - $46K
|
683
$30.5K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-895Closed |
$31.7K - $38.8K
|
0
$0
|
|
|
Oct 13, 2022
Q3 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-508- 0.66% |
$18K - $22K
|
76.8K
$3.43M
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-220Closed |
$7.8K - $9.54K
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-219- 1.39% |
$7.77K - $9.5K
|
15.5K
$695K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-88- 3.76% |
$3.12K - $3.82K
|
2.26K
$101K
|
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
SELL
|
- |
-23- 33.82% |
$816 - $998
|
45
$2.01K
|
|
| Q2 2022 | |||||||
|
Jul 15, 2022
Q2 2022
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-481KClosed |
$18.6M - $21.9M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Wespac Advisors, LLC
|
SELL
|
- |
-17.4KClosed |
$673K - $792K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-13.4KClosed |
$518K - $609K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-10.5KClosed |
$404K - $475K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-9.63KClosed |
$372K - $438K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-9.5KClosed |
$367K - $432K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.21KClosed |
$46.6K - $54.8K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-900Closed |
$34.8K - $40.9K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Investments, LLC
|
SELL
|
- |
-400Closed |
$15.5K - $18.2K
|
0
$0
|
|