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 |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
SELL
|
- |
-439Closed |
$17.1K - $18.5K
|
0
$0
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-262Closed |
$10.2K - $11K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-104Closed |
$4.05K - $4.37K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Stewardship Advisors, LLC
|
SELL
|
- |
-13- 0.18% |
$506 - $547
|
7.19K
$327K
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Delta Investment Management, LLC
|
SELL
|
- |
-205KClosed |
$7.83M - $8.34M
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-180KClosed |
$6.88M - $7.32M
|
0
$0
|
|
Jan 25, 2022
Q3 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-67.2KClosed |
$2.57M - $2.73M
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-20.1KClosed |
$766K - $816K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
SELL
|
- |
-19.7KClosed |
$754K - $803K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-5.77KClosed |
$220K - $235K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-540Closed |
$20.6K - $22K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Beck Bode, LLC
|
SELL
|
- |
-231Closed |
$8.83K - $9.39K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Emerson Wealth, LLC
|
SELL
|
- |
-46Closed |
$1.76K - $1.87K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 11, 2021
Q2 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-22KClosed |
$855K - $936K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Evanson Asset Management, LLC
|
SELL
|
- |
-8KClosed |
$311K - $340K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-5.7KClosed |
$222K - $242K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-5.68KClosed |
$221K - $241K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-1.33KClosed |
$51.6K - $56.5K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.23KClosed |
$48K - $52.5K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-437Closed |
$17K - $18.6K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-172Closed |
$6.68K - $7.31K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Ellevest, Inc.
|
SELL
|
- |
-64- 8.74% |
$2.49K - $2.72K
|
668
$30.3K
|
|
Aug 04, 2021
Q2 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-35Closed |
$1.36K - $1.49K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-23Closed |
$894 - $978
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Human Investing LLC
|
SELL
|
- |
-6Closed |
$233 - $255
|
0
$0
|
|
Q1 2021 | |||||||
Apr 22, 2021
Q1 2021
|
Barber Financial Group, Inc.
|
SELL
|
- |
-29.8KClosed |
$966K - $1.19M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-2.15KClosed |
$69.7K - $85.8K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Nvwm, LLC
|
SELL
|
- |
-1.1KClosed |
$35.6K - $43.9K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-600Closed |
$19.4K - $24K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-300Closed |
$9.72K - $12K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-127Closed |
$4.11K - $5.07K
|
0
$0
|
|
Apr 15, 2021
Q1 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-102Closed |
$3.3K - $4.07K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1Closed |
$32.4 - $39.9
|
0
$0
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-26.6KClosed |
$718K - $907K
|
0
$0
|
|
Jan 14, 2021
Q4 2020
|
Curbstone Financial Management Corp
|
SELL
|
- |
-15.4KClosed |
$416K - $525K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Rmr Wealth Builders
|
SELL
|
- |
-12.2KClosed |
$330K - $416K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-11KClosed |
$298K - $376K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1.05KClosed |
$28.4K - $35.8K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 03, 2020
Q3 2020
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-208KClosed |
$5.53M - $6.1M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-88.9KClosed |
$2.36M - $2.61M
|
0
$0
|
|
Nov 03, 2020
Q3 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-31.1KClosed |
$826K - $911K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-24.5KClosed |
$651K - $718K
|
0
$0
|
|
Oct 30, 2020
Q3 2020
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-20KClosed |
$533K - $588K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-13.6KClosed |
$361K - $399K
|
0
$0
|
|
Oct 09, 2020
Q3 2020
|
Cooper Financial Group
|
SELL
|
- |
-9.51KClosed |
$253K - $279K
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-9.37KClosed |
$249K - $275K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-9.15KClosed |
$243K - $268K
|
0
$0
|
|
Oct 21, 2020
Q3 2020
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-8.2KClosed |
$218K - $240K
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-7.48KClosed |
$199K - $219K
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Proffitt & Goodson Inc
|
SELL
|
- |
-5.15KClosed |
$137K - $151K
|
0
$0
|