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 21, 2022
Q1 2022
|
Berkshire Bank
|
BUY
|
- |
6.28K+ 67.04% |
$262K - $279K
|
15.7K
$689K
|
|
May 06, 2022
Q1 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
6.26KNew |
$261K - $278K
|
6.26K
$275K
|
|
Apr 15, 2022
Q1 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
6.25KNew |
$261K - $278K
|
6.25K
$275K
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.23KNew |
$260K - $277K
|
6.23K
$274K
|
|
Apr 25, 2022
Q1 2022
|
First Premier Bank
|
BUY
|
- |
6.17K+ 9.17% |
$258K - $274K
|
73.5K
$3.23M
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
BUY
|
- |
6.16K+ 148.86% |
$257K - $274K
|
10.3K
$453K
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
5.49K+ 17.51% |
$229K - $244K
|
36.8K
$1.62M
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
5.46K+ 10.93% |
$228K - $243K
|
55.4K
$2.44M
|
|
May 05, 2022
Q1 2022
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
5.38K+ 7.37% |
$225K - $239K
|
78.4K
$3.45M
|
|
May 10, 2022
Q1 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
5.24K+ 25.41% |
$219K - $233K
|
25.9K
$1.14M
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
5.22KNew |
$218K - $232K
|
5.22K
$230K
|
|
May 04, 2022
Q1 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
5.12KNew |
$214K - $228K
|
5.12K
$226K
|
|
May 12, 2022
Q1 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
5.04K+ 31.69% |
$210K - $224K
|
20.9K
$922K
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
5KNew |
$209K - $222K
|
5K
$220K
|
|
May 11, 2022
Q1 2022
|
Financial Insights, Inc.
|
BUY
|
- |
4.95KNew |
$207K - $220K
|
4.95K
$218K
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.93KNew |
$206K - $219K
|
4.93K
$217K
|
|
May 16, 2022
Q1 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
4.81KNew |
$201K - $214K
|
4.81K
$212K
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4.57KNew |
$191K - $203K
|
4.57K
$201K
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
4.56K+ 12.87% |
$190K - $203K
|
40K
$1.76M
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4.52K+ 75.85% |
$189K - $201K
|
10.5K
$461K
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.51KNew |
$188K - $201K
|
4.51K
$199K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.85K+ 12.48% |
$161K - $171K
|
34.7K
$1.53M
|
|
May 16, 2022
Q1 2022
|
Vericrest Private Wealth
Newtown, PA |
BUY
|
- |
3.73K+ 28.19% |
$156K - $166K
|
16.9K
$746K
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.72K+ 335.23% |
$155K - $165K
|
4.83K
$213K
|
|
Apr 12, 2022
Q1 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
3.47K+ 3.46% |
$145K - $154K
|
104K
$4.57M
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.43K+ 21.01% |
$143K - $153K
|
19.8K
$870K
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
3.43K+ 11.41% |
$143K - $152K
|
33.5K
$1.47M
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.37KNew |
$141K - $150K
|
3.37K
$148K
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.34K+ 25.88% |
$139K - $148K
|
16.2K
$714K
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
3.31K+ 6.21% |
$138K - $147K
|
56.5K
$2.49M
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.95K+ 44.51% |
$123K - $131K
|
9.56K
$421K
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
BUY
|
- |
2.93K+ 3528.92% |
$122K - $130K
|
3.01K
$133K
|
|
Aug 05, 2022
Q1 2022
|
Tevis Investment Management
|
BUY
|
- |
2.87KNew |
$120K - $128K
|
2.87K
$126K
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.84K+ 26.02% |
$118K - $126K
|
13.7K
$604K
|
|
May 13, 2022
Q1 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.81K+ 106.61% |
$117K - $125K
|
5.44K
$239K
|
|
May 16, 2022
Q1 2022
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.76K+ 47.17% |
$115K - $123K
|
8.62K
$379K
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.76K+ 8.73% |
$115K - $123K
|
34.3K
$1.51M
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.75K+ 436.83% |
$115K - $122K
|
3.38K
$149K
|
|
May 10, 2022
Q1 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
2.75K+ 25.79% |
$115K - $122K
|
13.4K
$590K
|
|
Apr 13, 2022
Q1 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2.62K+ 9.91% |
$109K - $117K
|
29.1K
$1.28M
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.51KNew |
$105K - $111K
|
2.51K
$110K
|
|
Apr 26, 2022
Q1 2022
|
Peterson Wealth Management
|
BUY
|
- |
2.31K+ 44.77% |
$96.4K - $103K
|
7.46K
$329K
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
2.29K+ 62.67% |
$95.4K - $102K
|
5.93K
$261K
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.25K+ 19.97% |
$93.9K - $100K
|
13.5K
$595K
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.21K+ 16.31% |
$92.1K - $98.1K
|
15.7K
$693K
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.04K+ 25.17% |
$85.2K - $90.7K
|
10.1K
$447K
|
|
May 13, 2022
Q1 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
2.03K+ 11.72% |
$84.7K - $90.2K
|
19.3K
$851K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.01K+ 17.74% |
$83.8K - $89.3K
|
13.3K
$586K
|
|
May 10, 2022
Q1 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.93KNew |
$80.6K - $85.8K
|
1.93K
$85K
|
|
May 05, 2022
Q1 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.81K+ 36.94% |
$75.6K - $80.5K
|
6.71K
$295K
|