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 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
39+ 0.59% |
$1.68K - $1.85K
|
6.63K
$296K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
36New |
$1.55K - $1.7K
|
36
$1.61K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
30New |
$1.29K - $1.42K
|
30
$1.34K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
28+ 0.49% |
$1.2K - $1.32K
|
5.77K
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
25+ 1.25% |
$1.08K - $1.18K
|
2.03K
$90.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
24+ 0.51% |
$1.03K - $1.14K
|
4.77K
$213K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
24+ 0.43% |
$1.03K - $1.14K
|
5.6K
$250K
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
24+ 0.09% |
$1.03K - $1.14K
|
26.2K
$1.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
19+ 0.37% |
$817 - $899
|
5.19K
$232K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
15+ 1.28% |
$645 - $710
|
1.19K
$53K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
13+ 1.29% |
$559 - $615
|
1.02K
$45.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
12New |
$516 - $568
|
12
$536
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
10+ 166.67% |
$430 - $473
|
16
$715
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8+ 0.1% |
$344 - $379
|
8.15K
$364K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
8+ 0.09% |
$344 - $379
|
9.24K
$413K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
7+ 0.1% |
$301 - $331
|
7.09K
$317K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
6+ 0.06% |
$258 - $284
|
10.4K
$463K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5+ 125.0% |
$215 - $237
|
9
$402
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4+ 0.02% |
$172 - $189
|
25.6K
$1.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
3New |
$129 - $142
|
3
$134
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
3+ 0.02% |
$129 - $142
|
12.3K
$551K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2+ 1.77% |
$86 - $94.6
|
115
$5.14K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1+ 0.02% |
$43 - $47.3
|
6.36K
$284K
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
1+ 9.09% |
$43 - $47.3
|
12
$536
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1+ 0.02% |
$43 - $47.3
|
6.36K
$284K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-4- 0.06% |
$172 - $189
|
7.15K
$319K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-7- 21.88% |
$301 - $331
|
25
$1.12K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-32- 0.69% |
$1.38K - $1.51K
|
4.64K
$207K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-41- 0.62% |
$1.76K - $1.94K
|
6.54K
$292K
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-45- 0.53% |
$1.94K - $2.13K
|
8.38K
$374K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-48- 54.55% |
$2.06K - $2.27K
|
40
$1.79K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-51- 0.43% |
$2.19K - $2.41K
|
11.7K
$522K
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
SELL
|
- |
-59- 3.05% |
$2.54K - $2.79K
|
1.88K
$83.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-72- 0.52% |
$3.1K - $3.41K
|
13.8K
$616K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-81- 1.97% |
$3.48K - $3.83K
|
4.04K
$180K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-82- 0.82% |
$3.53K - $3.88K
|
9.9K
$442K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-84- 0.07% |
$3.61K - $3.97K
|
113K
$5.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-85- 1.07% |
$3.66K - $4.02K
|
7.86K
$351K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-90- 31.58% |
$3.87K - $4.26K
|
195
$8.71K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-97- 0.39% |
$4.17K - $4.59K
|
24.8K
$1.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-109- 1.74% |
$4.69K - $5.16K
|
6.16K
$275K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-109- 35.62% |
$4.69K - $5.16K
|
197
$8.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-123- 1.19% |
$5.29K - $5.82K
|
10.2K
$455K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-150- 5.19% |
$6.45K - $7.1K
|
2.74K
$122K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-150- 1.96% |
$6.45K - $7.1K
|
7.49K
$335K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-182- 2.12% |
$7.83K - $8.61K
|
8.41K
$376K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-183- 0.37% |
$7.87K - $8.66K
|
49.3K
$2.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-223- 5.37% |
$9.59K - $10.6K
|
3.93K
$175K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-225Closed |
$9.68K - $10.6K
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-241- 37.89% |
$10.4K - $11.4K
|
395
$17.6K
|