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 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1.6K- 11.62% |
$68.7K - $75.6K
|
12.2K
$543K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.74K- 37.11% |
$74.8K - $82.2K
|
2.95K
$132K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-1.79K- 19.54% |
$76.8K - $84.5K
|
7.35K
$328K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.82K- 2.72% |
$78.4K - $86.3K
|
65.1K
$2.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.85K- 4.38% |
$79.4K - $87.3K
|
40.3K
$1.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.88K- 16.32% |
$80.7K - $88.7K
|
9.62K
$430K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-2.23K- 7.06% |
$95.8K - $105K
|
29.3K
$1.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-2.34K- 6.52% |
$101K - $111K
|
33.6K
$1.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.57K- 25.28% |
$110K - $121K
|
7.58K
$339K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.6K- 7.71% |
$112K - $123K
|
31.1K
$1.39M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.62K- 8.16% |
$113K - $124K
|
29.5K
$1.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.67K- 20.11% |
$115K - $126K
|
10.6K
$473K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.81K- 4.45% |
$121K - $133K
|
60.4K
$2.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-2.94K- 4.39% |
$126K - $139K
|
64K
$2.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.95K- 7.42% |
$127K - $140K
|
36.8K
$1.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
SELL
|
- |
-3K- 4.0% |
$129K - $142K
|
72K
$3.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.11K- 1.06% |
$134K - $147K
|
290K
$13M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-3.11K- 14.14% |
$134K - $147K
|
18.9K
$845K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-3.46K- 3.57% |
$149K - $163K
|
93.4K
$4.17M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.48K- 2.38% |
$150K - $165K
|
143K
$6.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.57K- 16.47% |
$153K - $169K
|
18.1K
$808K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-4.1K- 2.79% |
$176K - $194K
|
143K
$6.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-4.25K- 13.57% |
$183K - $201K
|
27.1K
$1.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.29K- 2.28% |
$185K - $203K
|
184K
$8.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.76K- 11.71% |
$205K - $225K
|
35.8K
$1.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.26K- 16.98% |
$226K - $249K
|
25.7K
$1.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-5.62K- 36.3% |
$242K - $266K
|
9.86K
$440K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-5.62K- 9.53% |
$242K - $266K
|
53.4K
$2.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-5.68K- 45.0% |
$244K - $269K
|
6.94K
$310K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-5.78K- 9.71% |
$249K - $274K
|
53.8K
$2.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-5.94K- 0.89% |
$256K - $281K
|
663K
$29.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-8.34K- 96.72% |
$359K - $394K
|
283
$12.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.59K- 9.16% |
$412K - $454K
|
95.1K
$4.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-11K- 69.54% |
$474K - $521K
|
4.82K
$215K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-11.1K- 53.75% |
$479K - $527K
|
9.59K
$428K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-12.5K- 25.54% |
$537K - $591K
|
36.4K
$1.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-13.1K- 12.51% |
$561K - $618K
|
91.2K
$4.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-14.3K- 57.06% |
$617K - $679K
|
10.8K
$482K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-18.5K- 51.16% |
$796K - $876K
|
17.7K
$789K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.1K- 9.76% |
$822K - $904K
|
177K
$7.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-23K- 80.03% |
$988K - $1.09M
|
5.73K
$256K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-25.8K- 50.26% |
$1.11M - $1.22M
|
25.5K
$1.14M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-42.1K- 49.99% |
$1.81M - $1.99M
|
42.1K
$1.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-43.7K- 26.92% |
$1.88M - $2.07M
|
119K
$5.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-69.4K- 76.21% |
$2.99M - $3.29M
|
21.7K
$968K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-75.1K- 97.47% |
$3.23M - $3.55M
|
1.95K
$87K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-87.9K- 10.15% |
$3.78M - $4.16M
|
778K
$34.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-154K- 28.9% |
$6.63M - $7.3M
|
379K
$16.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-241K- 89.86% |
$10.4M - $11.4M
|
27.2K
$1.21M
|