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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
15.1KNew |
$651K - $717K
|
15.1K
$676K
|
|
|
Feb 13, 2025
Q4 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
14.3K+ 59.08% |
$614K - $676K
|
38.5K
$1.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
14.2KNew |
$612K - $673K
|
14.2K
$636K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
14K+ 66.27% |
$603K - $664K
|
35.2K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12KNew |
$516K - $568K
|
12K
$536K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
10.9K+ 85.2% |
$467K - $514K
|
23.6K
$1.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.8K+ 54.66% |
$463K - $509K
|
30.4K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
10.7KNew |
$460K - $506K
|
10.7K
$478K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.4KNew |
$446K - $490K
|
10.4K
$463K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
10.3K+ 516550.0% |
$444K - $489K
|
10.3K
$462K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
9.85K+ 6.85% |
$424K - $466K
|
154K
$6.87M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.8K+ 11.49% |
$422K - $464K
|
95.1K
$4.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
9.56KNew |
$411K - $452K
|
9.56K
$427K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
9.41KNew |
$405K - $445K
|
9.41K
$420K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.26K+ 7.87% |
$398K - $438K
|
127K
$5.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
9.22KNew |
$397K - $436K
|
9.22K
$412K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
9.21KNew |
$396K - $436K
|
9.21K
$411K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
9K+ 21.1% |
$387K - $426K
|
51.6K
$2.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
8.92KNew |
$384K - $422K
|
8.92K
$398K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
8.91K+ 10.89% |
$383K - $421K
|
90.7K
$4.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
8.25K+ 87.94% |
$355K - $391K
|
17.6K
$788K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7.5KNew |
$322K - $355K
|
7.5K
$335K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7.48KNew |
$322K - $354K
|
7.48K
$334K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
7.26K+ 1.64% |
$312K - $344K
|
451K
$20.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
7.19K+ 13.11% |
$309K - $340K
|
62K
$2.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
7.13K+ 62.49% |
$307K - $337K
|
18.5K
$828K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.99K+ 155.38% |
$301K - $331K
|
11.5K
$513K
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
6.86KNew |
$295K - $325K
|
6.86K
$306K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.73K+ 10.41% |
$289K - $318K
|
71.4K
$3.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.56K+ 5.31% |
$282K - $311K
|
130K
$5.82M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6.29K+ 125.48% |
$271K - $298K
|
11.3K
$505K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.25K+ 10.59% |
$269K - $296K
|
65.2K
$2.91M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
5.96KNew |
$256K - $282K
|
5.96K
$266K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.89K+ 442.22% |
$253K - $279K
|
7.22K
$322K
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
5.78KNew |
$249K - $273K
|
5.78K
$258K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.75KNew |
$247K - $272K
|
5.75K
$257K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
5.7KNew |
$245K - $270K
|
5.7K
$255K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
5.67KNew |
$244K - $268K
|
5.67K
$253K
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
5.52K+ 32.61% |
$238K - $261K
|
22.5K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
5.5KNew |
$237K - $260K
|
5.5K
$246K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
5.49KNew |
$236K - $260K
|
5.49K
$245K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.45K+ 85.2% |
$235K - $258K
|
11.9K
$529K
|
|
|
Jan 29, 2025
Q4 2024
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
5.24KNew |
$226K - $248K
|
5.24K
$234K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.17K+ 9.12% |
$222K - $245K
|
61.9K
$2.76M
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
5.11K+ 12.91% |
$220K - $242K
|
44.7K
$2M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5.11K+ 28.38% |
$220K - $242K
|
23.1K
$1.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.1K+ 4.38% |
$219K - $241K
|
121K
$5.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
4.97KNew |
$214K - $235K
|
4.97K
$222K
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.89KNew |
$210K - $231K
|
4.89K
$218K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
4.76K+ 5.81% |
$205K - $225K
|
86.8K
$3.88M
|