Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
4.03K+ 4.99% |
$156K - $178K
|
84.7K
$3.66M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.88K+ 2.52% |
$112K - $128K
|
117K
$5.05M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.86K+ 10.01% |
$111K - $127K
|
31.5K
$1.36M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.82K+ 3.79% |
$70.5K - $80.5K
|
49.7K
$2.15M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
751+ 2.65% |
$29.1K - $33.3K
|
29.1K
$1.26M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
119+ 1.09% |
$4.62K - $5.27K
|
11.1K
$478K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
77+ 1.21% |
$2.99K - $3.41K
|
6.44K
$278K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
76+ 0.37% |
$2.95K - $3.37K
|
20.4K
$882K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7+ 1.22% |
$272 - $310
|
580
$25K
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-86- 0.47% |
$3.34K - $3.81K
|
18.3K
$792K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-93- 0.9% |
$3.61K - $4.12K
|
10.3K
$445K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-142- 0.7% |
$5.51K - $6.29K
|
20.2K
$872K
|
|
|
Jul 09, 2025
Q2 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
SELL
|
- |
-234- 3.44% |
$9.08K - $10.4K
|
6.57K
$283K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-259- 1.42% |
$10.1K - $11.5K
|
18K
$775K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-294- 7.54% |
$11.4K - $13K
|
3.61K
$156K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-826- 13.15% |
$32.1K - $36.6K
|
5.45K
$235K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.38K- 3.91% |
$53.6K - $61.2K
|
34K
$1.47M
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-1.38K- 7.54% |
$53.7K - $61.3K
|
17K
$732K
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-1.59K- 12.62% |
$61.5K - $70.2K
|
11K
$474K
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-1.98K- 11.81% |
$76.9K - $87.8K
|
14.8K
$639K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-2.5K- 92.59% |
$97K - $111K
|
200
$8.63K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-3.65K- 14.38% |
$142K - $162K
|
21.7K
$938K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-4.55K- 18.7% |
$177K - $202K
|
19.8K
$855K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-20.1K- 96.68% |
$779K - $889K
|
689
$29.7K
|