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 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.26K- 16.98% |
$226K - $249K
|
25.7K
$1.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-5.62K- 36.3% |
$242K - $266K
|
9.86K
$426K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-5.62K- 9.53% |
$242K - $266K
|
53.4K
$2.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-5.68K- 45.0% |
$244K - $269K
|
6.94K
$299K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-5.78K- 9.71% |
$249K - $274K
|
53.8K
$2.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-5.94K- 0.89% |
$256K - $281K
|
663K
$28.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-8.34K- 96.72% |
$359K - $394K
|
283
$12.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.59K- 9.16% |
$412K - $454K
|
95.1K
$4.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-11K- 69.54% |
$474K - $521K
|
4.82K
$208K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-11.1K- 53.75% |
$479K - $527K
|
9.59K
$414K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-12.4K- 70.66% |
$532K - $585K
|
5.14K
$222K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-12.5K- 25.54% |
$537K - $591K
|
36.4K
$1.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-13.1K- 12.51% |
$561K - $618K
|
91.2K
$3.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-14.3K- 57.06% |
$617K - $679K
|
10.8K
$466K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-18.5K- 51.16% |
$796K - $876K
|
17.7K
$763K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.1K- 9.76% |
$822K - $904K
|
177K
$7.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-23K- 80.03% |
$988K - $1.09M
|
5.73K
$247K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-25.8K- 50.26% |
$1.11M - $1.22M
|
25.5K
$1.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-42.1K- 49.99% |
$1.81M - $1.99M
|
42.1K
$1.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-43.7K- 26.92% |
$1.88M - $2.07M
|
119K
$5.12M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-50.9K- 25.15% |
$2.19M - $2.41M
|
152K
$6.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-69.4K- 76.21% |
$2.99M - $3.29M
|
21.7K
$936K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-75.1K- 97.47% |
$3.23M - $3.55M
|
1.95K
$84.1K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-87.9K- 10.15% |
$3.78M - $4.16M
|
778K
$33.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-154K- 28.9% |
$6.63M - $7.3M
|
379K
$16.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-241K- 89.86% |
$10.4M - $11.4M
|
27.2K
$1.17M
|