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 15, 2025
Q4 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-244- 21.09% |
$10.5K - $11.5K
|
913
$40.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-249- 15.91% |
$10.7K - $11.8K
|
1.32K
$58.8K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-259- 0.42% |
$11.1K - $12.3K
|
61.5K
$2.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-269- 0.84% |
$11.6K - $12.7K
|
31.7K
$1.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-332- 2.32% |
$14.3K - $15.7K
|
14K
$625K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-349- 6.59% |
$15K - $16.5K
|
4.94K
$221K
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-359- 14.95% |
$15.4K - $17K
|
2.04K
$91.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-360- 4.1% |
$15.5K - $17K
|
8.42K
$376K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-389- 6.83% |
$16.7K - $18.4K
|
5.3K
$237K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-413- 0.62% |
$17.8K - $19.5K
|
66.6K
$2.97M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-420- 28.28% |
$18.1K - $19.9K
|
1.07K
$47.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-439- 5.77% |
$18.9K - $20.8K
|
7.17K
$320K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-442- 4.52% |
$19K - $20.9K
|
9.34K
$417K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-498- 0.63% |
$21.4K - $23.6K
|
78.9K
$3.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-530- 27.62% |
$22.8K - $25.1K
|
1.39K
$62K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-560- 10.34% |
$24.1K - $26.5K
|
4.86K
$217K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-568- 1.32% |
$24.4K - $26.9K
|
42.5K
$1.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-577- 1.41% |
$24.8K - $27.3K
|
40.3K
$1.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-585- 0.65% |
$25.2K - $27.7K
|
89.6K
$4M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-588- 0.98% |
$25.3K - $27.8K
|
59.7K
$2.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-589- 3.1% |
$25.3K - $27.9K
|
18.4K
$823K
|
|
|
Feb 05, 2025
Q4 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-595- 5.8% |
$25.6K - $28.2K
|
9.67K
$432K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-600- 85.71% |
$25.8K - $28.4K
|
100
$4.47K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-607- 2.12% |
$26.1K - $28.7K
|
28K
$1.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-650- 3.95% |
$28K - $30.8K
|
15.8K
$707K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-680- 1.92% |
$29.3K - $32.2K
|
34.8K
$1.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-767- 2.99% |
$33K - $36.3K
|
24.9K
$1.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-779- 5.06% |
$33.5K - $36.9K
|
14.6K
$654K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-809- 7.05% |
$34.8K - $38.3K
|
10.7K
$477K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-840- 2.7% |
$36.1K - $39.7K
|
30.3K
$1.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-859- 1.13% |
$37K - $40.6K
|
75.4K
$3.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-859- 6.61% |
$37K - $40.6K
|
12.1K
$542K
|
|
|
Feb 13, 2025
Q4 2024
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-880- 5.09% |
$37.9K - $41.6K
|
16.4K
$733K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-912- 6.57% |
$39.2K - $43.2K
|
13K
$579K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-936- 6.27% |
$40.3K - $44.3K
|
14K
$626K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-991- 1.75% |
$42.6K - $46.9K
|
55.7K
$2.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-997- 6.29% |
$42.9K - $47.2K
|
14.9K
$663K
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-1.02K- 9.48% |
$43.7K - $48K
|
9.7K
$433K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.04K- 98.96% |
$44.8K - $49.3K
|
11
$491
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.07K- 13.07% |
$46.2K - $50.8K
|
7.14K
$319K
|
|
|
Jan 30, 2025
Q4 2024
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-1.08K- 11.03% |
$46.3K - $50.9K
|
8.68K
$388K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1.24K- 1.91% |
$53.2K - $58.5K
|
63.7K
$2.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1.24K- 3.17% |
$53.3K - $58.6K
|
37.9K
$1.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.3K- 4.2% |
$55.9K - $61.5K
|
29.7K
$1.33M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.35K- 11.47% |
$57.9K - $63.7K
|
10.4K
$464K
|
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-1.36K- 12.37% |
$58.4K - $64.3K
|
9.62K
$430K
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-1.43K- 2.42% |
$61.4K - $67.6K
|
57.6K
$2.57M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-1.53K- 13.98% |
$65.8K - $72.4K
|
9.41K
$420K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.55K- 18.58% |
$66.6K - $73.3K
|
6.79K
$303K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.58K- 15.48% |
$68K - $74.8K
|
8.63K
$386K
|