Purchases and Sales Made in Q1 2024 in Spdr Portfolio S&P 500 High Di (SPYD)
This table provides information about the institutional ownership of Spdr Portfolio S&P 500 High Di (SPYD) during Q1 2024. The information is specifically focused on institutions that hold shares of SPDR PORTFOLIO S&P 500 HIGH DI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
316K+ 12.83% |
$11.9M - $12.8M
|
2.78M
$123M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
265K+ 9.87% |
$10M - $10.8M
|
2.95M
$131M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
216K+ 38.07% |
$8.14M - $8.79M
|
783K
$34.6M
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
205K+ 0.96% |
$7.74M - $8.35M
|
21.5M
$949M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
188K+ 1198.16% |
$7.08M - $7.65M
|
203K
$8.99M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
122K+ 397.21% |
$4.59M - $4.95M
|
152K
$6.73M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
101K+ 284.12% |
$3.79M - $4.1M
|
136K
$6.01M
|
|
|
Apr 23, 2024
Q1 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
100K+ 133.33% |
$3.77M - $4.07M
|
175K
$7.73M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
85.1K+ 850.33% |
$3.21M - $3.46M
|
95.1K
$4.2M
|
|
|
May 14, 2024
Q1 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
78KNew |
$2.94M - $3.18M
|
78K
$3.45M
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
74.9KNew |
$2.82M - $3.05M
|
74.9K
$3.31M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
57.7K+ 311.66% |
$2.17M - $2.35M
|
76.1K
$3.37M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
51.1K+ 165.6% |
$1.93M - $2.08M
|
81.9K
$3.62M
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
41.8K+ 284.51% |
$1.58M - $1.7M
|
56.4K
$2.49M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
41KNew |
$1.55M - $1.67M
|
41K
$1.81M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
40.9K+ 997.85% |
$1.54M - $1.67M
|
45K
$1.99M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
36.1K+ 8.67% |
$1.36M - $1.47M
|
453K
$20M
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
31.4KNew |
$1.19M - $1.28M
|
31.4K
$1.39M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
30.4KNew |
$1.15M - $1.24M
|
30.4K
$1.34M
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
26.5K+ 33.05% |
$999K - $1.08M
|
107K
$4.71M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
25.8K+ 23.17% |
$973K - $1.05M
|
137K
$6.06M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
25.6K+ 7.7% |
$964K - $1.04M
|
358K
$15.8M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
24.1KNew |
$909K - $981K
|
24.1K
$1.06M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
22.5K+ 121.45% |
$849K - $917K
|
41.1K
$1.81M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
21.4K+ 17.98% |
$806K - $869K
|
140K
$6.19M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
20.5K+ 35.02% |
$774K - $835K
|
79.1K
$3.49M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
20KNew |
$754K - $814K
|
20K
$884K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18.7K+ 8.01% |
$707K - $763K
|
253K
$11.2M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
18.3K+ 91.25% |
$691K - $746K
|
38.4K
$1.7M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
17.9K+ 4.82% |
$673K - $727K
|
388K
$17.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
17.8K+ 10.55% |
$670K - $723K
|
186K
$8.23M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
17.6K+ 56922.58% |
$666K - $718K
|
17.7K
$781K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.5K+ 5.08% |
$660K - $713K
|
362K
$16M
|
|
|
Apr 17, 2024
Q1 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
16.1K+ 5.61% |
$606K - $654K
|
303K
$13.4M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
15.4K+ 9.64% |
$581K - $627K
|
175K
$7.73M
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
14.1KNew |
$531K - $573K
|
14.1K
$622K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
13.8K+ 47.95% |
$520K - $561K
|
42.5K
$1.88M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.8K+ 55.65% |
$481K - $519K
|
35.7K
$1.58M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
10.9K+ 88.16% |
$411K - $443K
|
23.2K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
10.7KNew |
$403K - $435K
|
10.7K
$472K
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
10.6KNew |
$400K - $432K
|
10.6K
$469K
|
|
|
May 02, 2024
Q1 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
10.3K+ 2.86% |
$390K - $421K
|
371K
$16.4M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
10.3KNew |
$388K - $419K
|
10.3K
$455K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
10.2KNew |
$386K - $417K
|
10.2K
$452K
|
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
9.98K+ 45.92% |
$376K - $406K
|
31.7K
$1.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
8.57KNew |
$323K - $349K
|
8.57K
$379K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
8.55KNew |
$323K - $348K
|
8.55K
$378K
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
8.5K+ 30.61% |
$321K - $346K
|
36.3K
$1.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
8.47K+ 200.47% |
$319K - $345K
|
12.7K
$561K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
8.39K+ 10.78% |
$317K - $342K
|
86.3K
$3.81M
|