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 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
41New |
$1.73K - $1.85K
|
41
$1.77K
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
36+ 0.36% |
$1.52K - $1.63K
|
10.1K
$435K
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
34+ 0.25% |
$1.43K - $1.54K
|
13.8K
$596K
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
30+ 60.0% |
$1.27K - $1.35K
|
80
$3.45K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
29+ 0.44% |
$1.22K - $1.31K
|
6.66K
$287K
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
BUY
|
- |
25+ 208.33% |
$1.05K - $1.13K
|
37
$1.6K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
24+ 0.18% |
$1.01K - $1.08K
|
13.6K
$587K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
22+ 0.24% |
$928 - $994
|
9.04K
$390K
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
20+ 0.35% |
$844 - $903
|
5.8K
$250K
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
20+ 0.99% |
$844 - $903
|
2.05K
$88.3K
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
18+ 0.38% |
$759 - $813
|
4.79K
$207K
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
18New |
$759 - $813
|
18
$777
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
15+ 0.13% |
$633 - $677
|
11.3K
$489K
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
15New |
$633 - $677
|
15
$648
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
14+ 0.29% |
$591 - $632
|
4.87K
$210K
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
13+ 0.25% |
$548 - $587
|
5.32K
$229K
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
11+ 0.06% |
$464 - $497
|
18.4K
$795K
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
10+ 1.04% |
$422 - $452
|
971
$41.9K
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
10+ 0.07% |
$422 - $452
|
14.6K
$632K
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
10+ 0.98% |
$422 - $452
|
1.03K
$44.6K
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
9+ 0.02% |
$380 - $406
|
42.5K
$1.84M
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
7+ 0.91% |
$295 - $316
|
773
$33.4K
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
6+ 0.08% |
$253 - $271
|
8K
$345K
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
5+ 0.05% |
$211 - $226
|
10.4K
$449K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2+ 0.07% |
$84.4 - $90.3
|
2.95K
$127K
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
2+ 0.02% |
$84.4 - $90.3
|
12.3K
$533K
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1+ 1.89% |
$42.2 - $45.2
|
54
$2.33K
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.87% |
$42.2 - $45.2
|
116
$5.01K
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1+ 0.01% |
$42.2 - $45.2
|
11.7K
$504K
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 10.0% |
$42.2 - $45.2
|
11
$475
|
|
May 19, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-1- -0.0% |
$42.2 - $45.2
|
219K
$9.47M
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-10- 0.13% |
$422 - $452
|
7.48K
$323K
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-23- 0.32% |
$970 - $1.04K
|
7.13K
$308K
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-28- 0.71% |
$1.18K - $1.26K
|
3.9K
$168K
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-35- 0.49% |
$1.48K - $1.58K
|
7.06K
$305K
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-45- 0.78% |
$1.9K - $2.03K
|
5.73K
$247K
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-62- 19.87% |
$2.62K - $2.8K
|
250
$10.8K
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
SELL
|
- |
-68- 0.41% |
$2.87K - $3.07K
|
16.6K
$716K
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-69- 10.3% |
$2.91K - $3.12K
|
601
$25.9K
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-71- 0.58% |
$2.99K - $3.21K
|
12.1K
$521K
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-72- 5.47% |
$3.04K - $3.25K
|
1.24K
$53.7K
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-74- 0.25% |
$3.12K - $3.34K
|
29.4K
$1.27M
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-79- 0.51% |
$3.33K - $3.57K
|
15.6K
$671K
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-87- 0.2% |
$3.67K - $3.93K
|
43.1K
$1.86M
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-94- 0.37% |
$3.96K - $4.25K
|
25K
$1.08M
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-100- 0.25% |
$4.22K - $4.52K
|
40.2K
$1.74M
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-107- 1.43% |
$4.51K - $4.83K
|
7.39K
$319K
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-131- 1.42% |
$5.53K - $5.92K
|
9.11K
$393K
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-136- 34.0% |
$5.74K - $6.14K
|
264
$11.4K
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-150- 0.59% |
$6.33K - $6.77K
|
25.4K
$1.1M
|