Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
491+ 4.63% |
$19.6K - $22.5K
|
11.1K
$496K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
483New |
$19.3K - $22.2K
|
483
$21.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
473+ 0.9% |
$18.9K - $21.7K
|
53.2K
$2.38M
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
461New |
$18.4K - $21.1K
|
461
$20.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
452+ 0.59% |
$18.1K - $20.7K
|
76.7K
$3.43M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
448+ 1.63% |
$17.9K - $20.5K
|
27.9K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
443New |
$17.7K - $20.3K
|
443
$19.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
443+ 1.58% |
$17.7K - $20.3K
|
28.6K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
426+ 17.29% |
$17K - $19.5K
|
2.89K
$129K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
424+ 4.44% |
$16.9K - $19.4K
|
9.98K
$446K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
419+ 2.18% |
$16.7K - $19.2K
|
19.7K
$879K
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
391+ 1.26% |
$15.6K - $17.9K
|
31.5K
$1.41M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
351+ 4.98% |
$14K - $16.1K
|
7.39K
$330K
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
338+ 0.52% |
$13.5K - $15.5K
|
64.9K
$2.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
324+ 3.24% |
$12.9K - $14.9K
|
10.3K
$461K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
322+ 1.05% |
$12.9K - $14.8K
|
31K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
302+ 8.1% |
$12.1K - $13.8K
|
4.03K
$180K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
300New |
$12K - $13.8K
|
300
$13.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
297+ 2.66% |
$11.9K - $13.6K
|
11.5K
$513K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
276+ 3.6% |
$11K - $12.7K
|
7.94K
$355K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
245+ 0.62% |
$9.79K - $11.2K
|
39.8K
$1.78M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
239+ 1.08% |
$9.55K - $11K
|
22.4K
$1M
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
235+ 78.07% |
$9.39K - $10.8K
|
536
$23.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
233+ 2.8% |
$9.31K - $10.7K
|
8.55K
$382K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
227+ 62.88% |
$9.07K - $10.4K
|
588
$26.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
213+ 0.92% |
$8.51K - $9.77K
|
23.3K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
212+ 1.8% |
$8.47K - $9.72K
|
12K
$536K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
200New |
$7.99K - $9.17K
|
200
$8.93K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
182+ 5.5% |
$7.27K - $8.35K
|
3.49K
$156K
|
|
|
Nov 14, 2024
Q3 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
175+ 1.83% |
$6.99K - $8.03K
|
9.73K
$434K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
160+ 1.08% |
$6.39K - $7.34K
|
15K
$671K
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
155+ 4.0% |
$6.19K - $7.11K
|
4.03K
$180K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
142+ 0.59% |
$5.67K - $6.51K
|
24.2K
$1.08M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
139+ 0.46% |
$5.55K - $6.37K
|
30K
$1.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
136+ 1.28% |
$5.43K - $6.24K
|
10.7K
$480K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
135+ 1.8% |
$5.39K - $6.19K
|
7.64K
$341K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
110+ 56.12% |
$4.39K - $5.04K
|
306
$13.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
110+ 1.58% |
$4.39K - $5.04K
|
7.08K
$316K
|
|
|
Oct 22, 2024
Q3 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
109+ 1.0% |
$4.35K - $5K
|
11K
$490K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
103New |
$4.11K - $4.72K
|
103
$4.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
100New |
$4K - $4.59K
|
100
$4.47K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
94+ 1.16% |
$3.76K - $4.31K
|
8.21K
$367K
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
93+ 0.9% |
$3.72K - $4.26K
|
10.4K
$465K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
81+ 0.8% |
$3.24K - $3.71K
|
10.1K
$453K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
79+ 0.75% |
$3.16K - $3.62K
|
10.6K
$475K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
76+ 3.95% |
$3.04K - $3.49K
|
2K
$89.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
75+ 0.54% |
$3K - $3.44K
|
14K
$625K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
66+ 0.34% |
$2.64K - $3.03K
|
19.6K
$876K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
56+ 0.41% |
$2.24K - $2.57K
|
13.7K
$611K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
31+ 0.47% |
$1.24K - $1.42K
|
6.59K
$294K
|