Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
5.05K+ 15.45% |
$192K - $209K
|
37.7K
$1.67M
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
5.02K+ 2358.22% |
$191K - $208K
|
5.24K
$231K
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5K+ 0.36% |
$190K - $207K
|
1.38M
$60.9M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5K+ 0.36% |
$190K - $207K
|
1.38M
$60.9M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.9K+ 3.16% |
$187K - $203K
|
160K
$7.06M
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
4.89K+ 6.58% |
$186K - $202K
|
79.1K
$3.49M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.56K+ 15.63% |
$174K - $189K
|
33.7K
$1.49M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.47KNew |
$170K - $185K
|
4.47K
$198K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
4.29KNew |
$163K - $178K
|
4.29K
$190K
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.29K+ 3.15% |
$163K - $178K
|
140K
$6.2M
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.17K+ 17.97% |
$159K - $173K
|
27.4K
$1.21M
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.76K+ 46.84% |
$143K - $156K
|
11.8K
$521K
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.75K+ 38.44% |
$143K - $155K
|
13.5K
$597K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.64K+ 10.2% |
$139K - $151K
|
39.3K
$1.74M
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.05KNew |
$116K - $126K
|
3.05K
$135K
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.03K+ 3.23% |
$115K - $126K
|
96.8K
$4.28M
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
2.97KNew |
$113K - $123K
|
2.97K
$131K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.88KNew |
$110K - $119K
|
2.88K
$127K
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.71K+ 3.18% |
$103K - $112K
|
87.9K
$3.88M
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.69K+ 9.49% |
$103K - $112K
|
31.1K
$1.37M
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.66K+ 6.56% |
$101K - $110K
|
43.1K
$1.91M
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.65K+ 15.06% |
$101K - $110K
|
20.2K
$893K
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.56KNew |
$97.5K - $106K
|
2.56K
$113K
|
|
Aug 13, 2024
Q2 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
2.35K+ 29.75% |
$89.5K - $97.3K
|
10.2K
$453K
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.28K+ 9.05% |
$86.7K - $94.2K
|
27.4K
$1.21M
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.19K+ 2.05% |
$83.2K - $90.5K
|
109K
$4.81M
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.99K+ 106.07% |
$75.9K - $82.6K
|
3.87K
$171K
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
1.8K+ 2.3% |
$68.4K - $74.3K
|
79.7K
$3.52M
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.79K+ 15.8% |
$68.2K - $74.1K
|
13.1K
$579K
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.66K+ 3.76% |
$63.3K - $68.8K
|
45.9K
$2.03M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.44K+ 5.89% |
$54.8K - $59.6K
|
25.9K
$1.14M
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.43K+ 9.89% |
$54.4K - $59.1K
|
15.9K
$701K
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
1.2K+ 47.55% |
$45.8K - $49.8K
|
3.73K
$165K
|
|
Jul 10, 2024
Q2 2024
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
1.19K+ 0.63% |
$45.3K - $49.2K
|
191K
$8.45M
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.16KNew |
$44.1K - $48K
|
1.16K
$51.2K
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
1.15K+ 14.75% |
$44K - $47.8K
|
8.98K
$397K
|
|
Aug 02, 2024
Q2 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
954+ 7.32% |
$36.3K - $39.5K
|
14K
$618K
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
936+ 150.97% |
$35.7K - $38.8K
|
1.56K
$68.8K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
930+ 6.85% |
$35.4K - $38.5K
|
14.5K
$641K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
918New |
$35K - $38K
|
918
$40.6K
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
917+ 3.37% |
$34.9K - $38K
|
28.1K
$1.24M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
832+ 3.34% |
$31.7K - $34.5K
|
25.7K
$1.14M
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
792+ 9.91% |
$30.2K - $32.8K
|
8.78K
$388K
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
748+ 3.97% |
$28.5K - $31K
|
19.6K
$866K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
708+ 0.86% |
$27K - $29.3K
|
83.3K
$3.68M
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
706+ 5.79% |
$26.9K - $29.2K
|
12.9K
$570K
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
665+ 8.85% |
$25.3K - $27.5K
|
8.18K
$361K
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
640+ 4.54% |
$24.4K - $26.5K
|
14.7K
$651K
|
|
Aug 02, 2024
Q2 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
630+ 8.4% |
$24K - $26.1K
|
8.13K
$359K
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
618+ 3.36% |
$23.5K - $25.6K
|
19K
$839K
|