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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
600New |
$22.9K - $24.9K
|
600
$26.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
594+ 7.58% |
$22.6K - $24.6K
|
8.43K
$373K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
579New |
$22.1K - $24K
|
579
$25.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
574New |
$21.9K - $23.8K
|
574
$25.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
553+ 2.25% |
$21.1K - $22.9K
|
25.1K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
536+ 0.71% |
$20.4K - $22.2K
|
76.3K
$3.37M
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
520+ 0.63% |
$19.8K - $21.5K
|
82.5K
$3.64M
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
503+ 7.08% |
$19.2K - $20.8K
|
7.61K
$336K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
502+ 1.12% |
$19.1K - $20.8K
|
45.5K
$2.01M
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
500+ 1.01% |
$19.1K - $20.7K
|
50K
$2.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
496+ 1.17% |
$18.9K - $20.5K
|
43.1K
$1.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
489+ 4.83% |
$18.6K - $20.3K
|
10.6K
$469K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
464+ 2.55% |
$17.7K - $19.2K
|
18.6K
$824K
|
|
|
Aug 09, 2024
Q2 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
459+ 1.53% |
$17.5K - $19K
|
30.5K
$1.35M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
433+ 6.11% |
$16.5K - $17.9K
|
7.52K
$332K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
338+ 15.9% |
$12.9K - $14K
|
2.46K
$109K
|
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
296+ 2.33% |
$11.3K - $12.3K
|
13K
$574K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
295+ 446.97% |
$11.2K - $12.2K
|
361
$16K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
281+ 10.47% |
$10.7K - $11.6K
|
2.96K
$131K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
260+ 2.53% |
$9.91K - $10.8K
|
10.6K
$467K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
229+ 1.04% |
$8.72K - $9.49K
|
22.2K
$980K
|
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
215+ 1.08% |
$8.19K - $8.91K
|
20K
$885K
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
211+ 0.23% |
$8.04K - $8.74K
|
92.9K
$4.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
210+ 1.1% |
$8K - $8.7K
|
19.3K
$851K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
202+ 3.24% |
$7.7K - $8.37K
|
6.44K
$285K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
192+ 176.15% |
$7.32K - $7.95K
|
301
$13.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
181+ 3.52% |
$6.9K - $7.5K
|
5.32K
$235K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
150+ 30.0% |
$5.72K - $6.21K
|
650
$28.7K
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
149+ 0.2% |
$5.68K - $6.17K
|
75K
$3.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
149+ 2.74% |
$5.68K - $6.17K
|
5.58K
$247K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
139+ 0.72% |
$5.3K - $5.76K
|
19.5K
$863K
|
|
|
Jul 25, 2024
Q2 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
130+ 1.21% |
$4.95K - $5.38K
|
10.9K
$480K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
127+ 12700.0% |
$4.84K - $5.26K
|
128
$5.66K
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
127+ 1.15% |
$4.84K - $5.26K
|
11.2K
$494K
|
|
|
Jul 11, 2024
Q2 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
122+ 0.41% |
$4.65K - $5.05K
|
29.9K
$1.32M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
105New |
$4K - $4.35K
|
105
$4.64K
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
100+ 80.0% |
$3.81K - $4.14K
|
225
$9.94K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
100+ 40.0% |
$3.81K - $4.14K
|
350
$15.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
80+ 2.48% |
$3.05K - $3.31K
|
3.31K
$146K
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
78+ 1.45% |
$2.97K - $3.23K
|
5.47K
$242K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
66+ 0.49% |
$2.51K - $2.73K
|
13.6K
$602K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
57+ 0.71% |
$2.17K - $2.36K
|
8.14K
$360K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
52New |
$1.98K - $2.15K
|
52
$2.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
51+ 0.13% |
$1.94K - $2.11K
|
40K
$1.77M
|
|
|
Jul 30, 2024
Q2 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
50+ 0.8% |
$1.91K - $2.07K
|
6.3K
$278K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
45+ 0.22% |
$1.71K - $1.86K
|
20.6K
$910K
|
|
|
Aug 12, 2024
Q2 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
43+ 0.4% |
$1.64K - $1.78K
|
10.7K
$474K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
25+ 0.44% |
$953 - $1.04K
|
5.72K
$253K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
20+ 0.13% |
$762 - $828
|
14.9K
$657K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
20+ 3.94% |
$762 - $828
|
528
$23.3K
|