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
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.31K- 20.58% |
$49.7K - $54.1K
|
5.04K
$223K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.38K- 8.64% |
$52.6K - $57.2K
|
14.6K
$646K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.5K- 2.29% |
$57K - $62K
|
63.9K
$2.82M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.57K- 17.05% |
$59.9K - $65.1K
|
7.65K
$338K
|
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-1.58K- 2.91% |
$60.2K - $65.4K
|
52.8K
$2.33M
|
|
|
Jul 12, 2024
Q2 2024
|
Berkshire Bank
|
SELL
|
- |
-1.58K- 7.68% |
$60.2K - $65.5K
|
19K
$840K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.63K- 9.47% |
$62K - $67.4K
|
15.6K
$687K
|
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1.75K- 2.64% |
$66.6K - $72.4K
|
64.6K
$2.85M
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-1.75K- 11.73% |
$66.7K - $72.5K
|
13.2K
$582K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.86K- 3.56% |
$71K - $77.2K
|
50.5K
$2.23M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.9K- 9.1% |
$72.2K - $78.5K
|
18.9K
$836K
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.91K- 0.93% |
$72.9K - $79.2K
|
204K
$9.02M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.98K- 7.21% |
$75.5K - $82.1K
|
25.5K
$1.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.99K- 4.38% |
$75.6K - $82.2K
|
43.3K
$1.92M
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-2.04K- 26.57% |
$77.7K - $84.5K
|
5.64K
$249K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.17K- 12.85% |
$82.8K - $90K
|
14.7K
$651K
|
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-2.3K- 20.88% |
$87.7K - $95.3K
|
8.73K
$386K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.47K- 15.23% |
$94K - $102K
|
13.7K
$607K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-2.49K- 5.82% |
$94.7K - $103K
|
40.2K
$1.78M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.51K- 14.15% |
$95.5K - $104K
|
15.2K
$672K
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2.57K- 24.06% |
$98K - $106K
|
8.12K
$359K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.8K- 2.95% |
$107K - $116K
|
92.1K
$4.07M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.82K- 18.22% |
$107K - $117K
|
12.6K
$559K
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-2.84K- 34.44% |
$108K - $117K
|
5.4K
$238K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.01K- 4.78% |
$115K - $125K
|
60.1K
$2.66M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-3.25K- 31.56% |
$124K - $134K
|
7.04K
$311K
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-3.43K- 35.02% |
$131K - $142K
|
6.36K
$281K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.47K- 2.78% |
$132K - $144K
|
121K
$5.35M
|
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-3.49K- 7.56% |
$133K - $145K
|
42.7K
$1.89M
|
|
|
Jul 18, 2024
Q2 2024
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-3.86K- 2.6% |
$147K - $160K
|
144K
$6.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-3.9K- 9.51% |
$149K - $162K
|
37.1K
$1.64M
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-4K- 11.77% |
$152K - $166K
|
30K
$1.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-4.23K- 4.9% |
$161K - $175K
|
82.1K
$3.63M
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-4.35K- 40.51% |
$166K - $180K
|
6.39K
$283K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.73K- 7.5% |
$180K - $196K
|
58.3K
$2.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.88K- 9.47% |
$186K - $202K
|
46.7K
$2.06M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.47K- 12.16% |
$209K - $227K
|
39.5K
$1.75M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.63K- 8.12% |
$215K - $233K
|
63.7K
$2.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-6.38K- 11.32% |
$243K - $264K
|
50K
$2.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-6.61K- 17.95% |
$252K - $274K
|
30.2K
$1.33M
|
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-7.25K- 9.29% |
$276K - $300K
|
70.8K
$3.13M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-7.66K- 26.38% |
$292K - $317K
|
21.4K
$945K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-8.81K- 5.71% |
$336K - $365K
|
146K
$6.43M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.7K- 7.64% |
$408K - $443K
|
129K
$5.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-11K- 20.27% |
$420K - $457K
|
43.4K
$1.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-11.4K- 29.64% |
$434K - $472K
|
27K
$1.19M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-12K- 2.14% |
$459K - $499K
|
551K
$24.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-13.6K- 8.49% |
$518K - $563K
|
147K
$6.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-15.1K- 85.52% |
$576K - $626K
|
2.56K
$113K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-17.2K- 21.7% |
$654K - $711K
|
61.9K
$2.74M
|