Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.5MNew |
$64.5M - $70.9M
|
1.5M
$66.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
690K+ 33.66% |
$29.7M - $32.7M
|
2.74M
$122M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
437KNew |
$18.8M - $20.7M
|
437K
$19.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
262K+ 4595.08% |
$11.3M - $12.4M
|
268K
$11.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
218KNew |
$9.37M - $10.3M
|
218K
$9.68M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
181K+ 139.99% |
$7.81M - $8.59M
|
311K
$13.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
179K+ 40.45% |
$7.72M - $8.49M
|
623K
$27.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
156K+ 4.27% |
$6.71M - $7.38M
|
3.81M
$169M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
110K+ 60.4% |
$4.73M - $5.2M
|
292K
$13M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
91.1K+ 38.93% |
$3.92M - $4.31M
|
325K
$14.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
90.6K+ 2.97% |
$3.9M - $4.29M
|
3.14M
$140M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
83.6KNew |
$3.6M - $3.95M
|
83.6K
$3.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
74.7KNew |
$3.22M - $3.54M
|
74.7K
$3.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
BUY
|
- |
52.6K+ 31.56% |
$2.26M - $2.49M
|
219K
$9.74M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
51.3K+ 84.65% |
$2.21M - $2.43M
|
112K
$4.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
48.8K+ 6.67% |
$2.1M - $2.31M
|
781K
$34.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
46.8K+ 72.81% |
$2.02M - $2.22M
|
111K
$4.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
46.7K+ 8.33% |
$2.01M - $2.21M
|
607K
$27M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
42.2KNew |
$1.81M - $2M
|
42.2K
$1.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
40.3K+ 112.33% |
$1.73M - $1.91M
|
76.2K
$3.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
37.1K+ 30.79% |
$1.6M - $1.76M
|
158K
$7M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
34.7K+ 70.67% |
$1.49M - $1.64M
|
83.8K
$3.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
33.8K+ 1.21% |
$1.45M - $1.6M
|
2.84M
$126M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
33.1K+ 76.91% |
$1.43M - $1.57M
|
76.2K
$3.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
32.7KNew |
$1.41M - $1.55M
|
32.7K
$1.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
32.2K+ 6.56% |
$1.39M - $1.52M
|
523K
$23.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
31.6K+ 87.53% |
$1.36M - $1.5M
|
67.8K
$3.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
31.1K+ 8888.57% |
$1.34M - $1.47M
|
31.5K
$1.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
30.3K+ 7.66% |
$1.3M - $1.43M
|
426K
$18.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
28.2KNew |
$1.22M - $1.34M
|
28.2K
$1.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
26K+ 9.43% |
$1.12M - $1.23M
|
301K
$13.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
25.9KNew |
$1.11M - $1.23M
|
25.9K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
25.1K+ 453.91% |
$1.08M - $1.19M
|
30.6K
$1.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
24.4KNew |
$1.05M - $1.15M
|
24.4K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
24.3KNew |
$1.04M - $1.15M
|
24.3K
$1.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
BUY
|
- |
23.2KNew |
$999K - $1.1M
|
23.2K
$1.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
19.7K+ 6.04% |
$848K - $933K
|
346K
$15.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
19.6KNew |
$842K - $926K
|
19.6K
$869K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19KNew |
$818K - $899K
|
19K
$844K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
18.6KNew |
$800K - $880K
|
18.6K
$826K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
18KNew |
$774K - $852K
|
18K
$799K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.4K+ 1.19% |
$749K - $824K
|
1.48M
$65.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
17.2K+ 11.04% |
$739K - $813K
|
173K
$7.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
16.7KNew |
$717K - $788K
|
16.7K
$740K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
16.2KNew |
$699K - $769K
|
16.2K
$722K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
15.7K+ 121.48% |
$676K - $743K
|
28.6K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
15.6K+ 6.93% |
$672K - $739K
|
241K
$10.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
15.6K+ 218.5% |
$669K - $736K
|
22.7K
$1.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
15.2KNew |
$652K - $717K
|
15.2K
$673K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
15.2K+ 43.66% |
$652K - $717K
|
49.9K
$2.21M
|