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 12, 2024
Q2 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-295- 0.94% |
$11.2K - $12.2K
|
31.1K
$1.35M
|
|
|
Jul 16, 2024
Q2 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-298- 1.27% |
$11.4K - $12.3K
|
23.1K
$1M
|
|
|
Jul 30, 2024
Q2 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-308- 10.27% |
$11.7K - $12.8K
|
2.69K
$117K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-310- 2.81% |
$11.8K - $12.8K
|
10.7K
$465K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-317- 4.35% |
$12.1K - $13.1K
|
6.97K
$303K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-338- 2.35% |
$12.9K - $14K
|
14.1K
$610K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-346- 0.61% |
$13.2K - $14.3K
|
56.1K
$2.44M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-373- 1.02% |
$14.2K - $15.4K
|
36.3K
$1.58M
|
|
|
Aug 06, 2024
Q2 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-390- 1.95% |
$14.9K - $16.2K
|
19.6K
$850K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-393- 92.47% |
$15K - $16.3K
|
32
$1.39K
|
|
|
Jul 30, 2024
Q2 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-417- 5.0% |
$15.9K - $17.3K
|
7.93K
$344K
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-428- 3.17% |
$16.3K - $17.7K
|
13.1K
$568K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-461- 6.03% |
$17.6K - $19.1K
|
7.18K
$312K
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-507- 3.34% |
$19.3K - $21K
|
14.7K
$636K
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-522- 5.06% |
$19.9K - $21.6K
|
9.79K
$425K
|
|
|
Jul 15, 2024
Q2 2024
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-553- 0.73% |
$21.1K - $22.9K
|
75.5K
$3.28M
|
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-564- 3.48% |
$21.5K - $23.4K
|
15.6K
$678K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-580- 6.43% |
$22.1K - $24K
|
8.44K
$366K
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-583- 4.48% |
$22.2K - $24.1K
|
12.4K
$539K
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-609- 8.87% |
$23.2K - $25.2K
|
6.26K
$272K
|
|
|
Jul 19, 2024
Q2 2024
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-615- 3.43% |
$23.4K - $25.5K
|
17.3K
$751K
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
SELL
|
- |
-619- 0.8% |
$23.6K - $25.6K
|
76.3K
$3.31M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-637- 1.93% |
$24.3K - $26.4K
|
32.4K
$1.41M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-688- 23.87% |
$26.2K - $28.5K
|
2.19K
$95.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-700- 1.97% |
$26.7K - $29K
|
34.8K
$1.51M
|
|
|
Jul 23, 2024
Q2 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-730- 11.16% |
$27.8K - $30.2K
|
5.81K
$252K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-768- 53.82% |
$29.3K - $31.8K
|
659
$28.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-773- 11.98% |
$29.5K - $32K
|
5.68K
$247K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-793- 59.8% |
$30.2K - $32.8K
|
533
$23.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-797- 7.82% |
$30.4K - $33K
|
9.4K
$408K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-800- 49.23% |
$30.5K - $33.1K
|
825
$35.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-826- 97.75% |
$31.5K - $34.2K
|
19
$825
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-872- 5.9% |
$33.2K - $36.1K
|
13.9K
$603K
|
|
|
Aug 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-887- 12.52% |
$33.8K - $36.7K
|
6.2K
$269K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-899- 2.1% |
$34.3K - $37.2K
|
41.8K
$1.82M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-899- 2.0% |
$34.3K - $37.2K
|
44K
$1.91M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-902- 12.13% |
$34.4K - $37.4K
|
6.54K
$284K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-904- 8.29% |
$34.4K - $37.4K
|
10K
$434K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-931- 5.7% |
$35.5K - $38.6K
|
15.4K
$668K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.02K- 16.99% |
$38.8K - $42.2K
|
4.97K
$216K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.05K- 1.8% |
$39.8K - $43.3K
|
57K
$2.48M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.05K- 3.32% |
$40K - $43.5K
|
30.7K
$1.33M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.08K- 9.65% |
$41K - $44.5K
|
10.1K
$437K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
SELL
|
- |
-1.08K- 0.55% |
$41.1K - $44.7K
|
194K
$8.43M
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.09K- 0.8% |
$41.3K - $44.9K
|
135K
$5.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.1K- 59.62% |
$41.9K - $45.6K
|
745
$32.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.1K- 6.3% |
$41.9K - $45.6K
|
16.4K
$711K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.13K- 17.08% |
$43.1K - $46.8K
|
5.49K
$238K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.16K- 3.48% |
$44.1K - $48K
|
32.1K
$1.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.31K- 20.58% |
$49.7K - $54.1K
|
5.04K
$219K
|