Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
---|---|---|---|---|---|---|---|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
29.6KNew |
$1.24M - $1.32M
|
29.6K
$1.28M
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
28.7K+ 252.92% |
$1.2M - $1.28M
|
40K
$1.72M
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
27.2K+ 34.67% |
$1.13M - $1.21M
|
106K
$4.55M
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
22.4K+ 42.35% |
$937K - $998K
|
75.4K
$3.25M
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
22.4KNew |
$935K - $996K
|
22.4K
$966K
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
20.7K+ 60.48% |
$862K - $918K
|
54.8K
$2.36M
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.8K+ 54.95% |
$787K - $838K
|
53.1K
$2.29M
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
18.5K+ 85.22% |
$772K - $822K
|
40.2K
$1.73M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
18.1K+ 9117.09% |
$757K - $807K
|
18.3K
$791K
|
|
Jun 01, 2022
Q1 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
17.6K+ 73.69% |
$735K - $783K
|
41.5K
$1.79M
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
17.5K+ 77.55% |
$730K - $777K
|
40K
$1.72M
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
16.9K+ 177.99% |
$705K - $751K
|
26.4K
$1.14M
|
|
May 03, 2022
Q1 2022
|
Bellecapital International Ltd.
|
BUY
|
- |
16.5KNew |
$688K - $733K
|
16.5K
$711K
|
|
Apr 27, 2022
Q1 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
15.5KNew |
$647K - $689K
|
15.5K
$668K
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15K+ 28.02% |
$625K - $666K
|
68.4K
$2.95M
|
|
May 12, 2022
Q1 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
13.8K+ 21.77% |
$575K - $612K
|
77K
$3.32M
|
|
May 16, 2022
Q1 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
BUY
|
- |
13.7KNew |
$571K - $608K
|
13.7K
$589K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
13.6K+ 92.15% |
$568K - $605K
|
28.4K
$1.22M
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
13.3K+ 156.03% |
$557K - $593K
|
21.9K
$943K
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
13.3K+ 156.03% |
$557K - $593K
|
21.9K
$943K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
12.7K+ 288.26% |
$531K - $566K
|
17.1K
$738K
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
12KNew |
$502K - $534K
|
12K
$518K
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
12K+ 131.28% |
$499K - $532K
|
21.1K
$909K
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
11.8K+ 25.11% |
$491K - $523K
|
58.6K
$2.53M
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
11.7KNew |
$486K - $518K
|
11.7K
$502K
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.6K+ 20.57% |
$485K - $517K
|
68.1K
$2.94M
|
|
May 16, 2022
Q1 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
11.3KNew |
$470K - $500K
|
11.3K
$485K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11K+ 75.9% |
$460K - $490K
|
25.5K
$1.1M
|
|
May 06, 2022
Q1 2022
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
10.5KNew |
$436K - $465K
|
10.5K
$450K
|
|
Apr 27, 2022
Q1 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
10.2K+ 2.61% |
$427K - $455K
|
402K
$17.3M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.8K+ 23.83% |
$409K - $436K
|
50.9K
$2.19M
|
|
May 11, 2022
Q1 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
9.79K+ 26.34% |
$409K - $435K
|
46.9K
$2.02M
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.63KNew |
$402K - $428K
|
9.63K
$415K
|
|
May 13, 2022
Q1 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
9.5KNew |
$397K - $422K
|
9.5K
$410K
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
8.8K+ 129.85% |
$367K - $391K
|
15.6K
$672K
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
8.56KNew |
$357K - $381K
|
8.56K
$369K
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
8.3KNew |
$346K - $369K
|
8.3K
$358K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.28KNew |
$346K - $368K
|
8.28K
$357K
|
|
May 11, 2022
Q1 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
8.19K+ 17.38% |
$342K - $364K
|
55.3K
$2.38M
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
7.93K+ 26.28% |
$331K - $353K
|
38.1K
$1.64M
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.64K+ 6.7% |
$319K - $340K
|
122K
$5.24M
|
|
May 12, 2022
Q1 2022
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
7.5K+ 42.86% |
$313K - $334K
|
25K
$1.08M
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
7.27K+ 43.24% |
$303K - $323K
|
24.1K
$1.04M
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.09KNew |
$296K - $315K
|
7.09K
$305K
|
|
May 13, 2022
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
6.9KNew |
$288K - $307K
|
6.9K
$298K
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.75K+ 66.49% |
$282K - $300K
|
16.9K
$729K
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.63KNew |
$277K - $295K
|
6.63K
$286K
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
6.49K+ 36.73% |
$271K - $288K
|
24.1K
$1.04M
|
|
Apr 12, 2022
Q1 2022
|
Private Trust CO Na
|
BUY
|
- |
6.32KNew |
$264K - $281K
|
6.32K
$273K
|
|
Apr 21, 2022
Q1 2022
|
Berkshire Bank
|
BUY
|
- |
6.28K+ 67.04% |
$262K - $279K
|
15.7K
$675K
|