Purchases and Sales Made in Q1 2025 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 2025. 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 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
459K+ 58.7% |
$19.3M - $20.7M
|
1.24M
$53.5M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
336K+ 8.82% |
$14.2M - $15.2M
|
4.15M
$179M
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
118K+ 159.02% |
$4.97M - $5.32M
|
192K
$8.28M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
110K+ 5314.0% |
$4.66M - $4.99M
|
113K
$4.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
108KNew |
$4.55M - $4.87M
|
108K
$4.66M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
72.6K+ 76.39% |
$3.06M - $3.28M
|
168K
$7.24M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
70.6K+ 590.37% |
$2.98M - $3.19M
|
82.5K
$3.56M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
61.1KNew |
$2.58M - $2.76M
|
61.1K
$2.64M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
57.2K+ 7.36% |
$2.41M - $2.58M
|
835K
$36.1M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
57KNew |
$2.4M - $2.57M
|
57K
$2.46M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
56.7K+ 71.36% |
$2.39M - $2.56M
|
136K
$5.88M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
56.6K+ 228.74% |
$2.39M - $2.56M
|
81.4K
$3.51M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
53.3K+ 99.04% |
$2.25M - $2.41M
|
107K
$4.63M
|
|
|
May 07, 2025
Q1 2025
|
Gunma Bank,Ltd.
|
BUY
|
- |
50.4K+ 69.99% |
$2.13M - $2.28M
|
122K
$5.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
47.7K+ 89.28% |
$2.01M - $2.15M
|
101K
$4.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
46.5K+ 10.91% |
$1.96M - $2.1M
|
473K
$20.4M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
34.1KNew |
$1.44M - $1.54M
|
34.1K
$1.47M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
32.2K+ 6.16% |
$1.36M - $1.45M
|
555K
$24M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
29.9K+ 137.94% |
$1.26M - $1.35M
|
51.6K
$2.23M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
29.9K+ 1.05% |
$1.26M - $1.35M
|
2.87M
$124M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
29.7K+ 25.05% |
$1.25M - $1.34M
|
148K
$6.41M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
29K+ 1.94% |
$1.22M - $1.31M
|
1.53M
$65.9M
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
28.3KNew |
$1.19M - $1.28M
|
28.3K
$1.22M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
28.2K+ 11.76% |
$1.19M - $1.27M
|
268K
$11.6M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.7K+ 398.9% |
$1.17M - $1.25M
|
34.6K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
27.5K+ 1.85% |
$1.16M - $1.24M
|
1.51M
$65.3M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
25.9K+ 14.68% |
$1.09M - $1.17M
|
203K
$8.75M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
22.4K+ 5.14% |
$947K - $1.01M
|
459K
$19.8M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
21.7KNew |
$915K - $980K
|
21.7K
$936K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
20.4KNew |
$859K - $919K
|
20.4K
$879K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
20.3KNew |
$858K - $919K
|
20.3K
$878K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
19.7K+ 1836.85% |
$831K - $889K
|
20.8K
$896K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
19.5K+ 29.92% |
$823K - $882K
|
84.8K
$3.66M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
17.3K+ 5.93% |
$731K - $782K
|
309K
$13.4M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17K+ 9.81% |
$719K - $770K
|
191K
$8.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
16.2KNew |
$682K - $731K
|
16.2K
$698K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
16.1K+ 255.97% |
$679K - $727K
|
22.4K
$966K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
15.5K+ 31.09% |
$654K - $700K
|
65.4K
$2.82M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
15.2KNew |
$642K - $687K
|
15.2K
$657K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
14.5KNew |
$612K - $655K
|
14.5K
$627K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.5K+ 23.43% |
$611K - $655K
|
76.4K
$3.3M
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
13.9K+ 45.52% |
$588K - $629K
|
44.5K
$1.92M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.3K+ 21.56% |
$559K - $598K
|
74.7K
$3.22M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.7KNew |
$535K - $573K
|
12.7K
$547K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
12.6K+ 7.32% |
$533K - $571K
|
185K
$8M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
12.2K+ 259.38% |
$513K - $549K
|
16.9K
$728K
|
|
|
May 02, 2025
Q1 2025
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
12KNew |
$505K - $541K
|
12K
$517K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
11.9KNew |
$502K - $538K
|
11.9K
$514K
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
11.3K+ 19.62% |
$477K - $511K
|
68.9K
$2.98M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
11.2K+ 12.92% |
$473K - $506K
|
98K
$4.23M
|