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
|
Psi Advisors, LLC
|
BUY
|
- |
1.75K+ 26.36% |
$72.9K - $77.7K
|
8.37K
$369K
|
|
Apr 22, 2022
Q1 2022
|
Vantage Investment Partners, LLC
|
BUY
|
- |
1.73K+ 29.99% |
$72.3K - $77K
|
7.5K
$330K
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
BUY
|
- |
1.61K+ 1.45% |
$67.2K - $71.6K
|
113K
$4.96M
|
|
Jul 28, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.61K+ 6.47% |
$67K - $71.4K
|
26.4K
$1.16M
|
|
May 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.6K+ 1.79% |
$66.9K - $71.2K
|
91K
$4M
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.59K+ 28.45% |
$66.4K - $70.7K
|
7.18K
$316K
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.56K+ 7.45% |
$64.9K - $69.2K
|
22.4K
$987K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.54K+ 7.38% |
$64.4K - $68.6K
|
22.5K
$989K
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.46K+ 2.13% |
$60.8K - $64.8K
|
69.8K
$3.07M
|
|
Apr 20, 2022
Q1 2022
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1.43K+ 6.1% |
$59.7K - $63.6K
|
24.9K
$1.1M
|
|
Apr 13, 2022
Q1 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
1.29K+ 3.48% |
$53.9K - $57.4K
|
38.4K
$1.69M
|
|
Apr 04, 2022
Q1 2022
|
M&R Capital Management Inc
|
BUY
|
- |
1.29K+ 35.81% |
$53.7K - $57.2K
|
4.88K
$215K
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.21K+ 2.8% |
$50.4K - $53.6K
|
44.3K
$1.95M
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.12K+ 2.13% |
$46.6K - $49.6K
|
53.6K
$2.36M
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1.04K+ 11.72% |
$43.4K - $46.2K
|
9.92K
$437K
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.04K+ 11.44% |
$43.2K - $46K
|
10.1K
$444K
|
|
May 13, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.02K+ 4.27% |
$42.4K - $45.1K
|
24.8K
$1.09M
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
946+ 5.58% |
$39.5K - $42.1K
|
17.9K
$788K
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
912New |
$38.1K - $40.6K
|
912
$40.1K
|
|
May 10, 2022
Q1 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
903+ 10.82% |
$37.7K - $40.2K
|
9.25K
$407K
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
900New |
$37.6K - $40K
|
900
$39.6K
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
853+ 6.36% |
$35.6K - $37.9K
|
14.3K
$628K
|
|
Apr 12, 2022
Q1 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
730+ 3.55% |
$30.5K - $32.5K
|
21.3K
$937K
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
715+ 12.53% |
$29.9K - $31.8K
|
6.42K
$283K
|
|
May 09, 2022
Q1 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
691+ 7.03% |
$28.8K - $30.7K
|
10.5K
$463K
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
BUY
|
- |
674+ 9.18% |
$28.1K - $30K
|
8.01K
$353K
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
BUY
|
- |
607+ 10.39% |
$25.3K - $27K
|
6.45K
$284K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
598+ 1616.22% |
$25K - $26.6K
|
635
$28K
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
578+ 2.62% |
$24.1K - $25.7K
|
22.7K
$998K
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
578+ 1.14% |
$24.1K - $25.7K
|
51.3K
$2.26M
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
529+ 5.55% |
$22.1K - $23.5K
|
10.1K
$443K
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
523+ 9.7% |
$21.8K - $23.3K
|
5.91K
$260K
|
|
May 10, 2022
Q1 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
505+ 7.5% |
$21.1K - $22.5K
|
7.24K
$319K
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
500+ 17.64% |
$20.9K - $22.2K
|
3.34K
$147K
|
|
May 13, 2022
Q1 2022
|
Ignite Planners, LLC
|
BUY
|
- |
438+ 7.13% |
$18.3K - $19.5K
|
6.58K
$290K
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
424+ 6.38% |
$17.7K - $18.9K
|
7.07K
$311K
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
423New |
$17.7K - $18.8K
|
423
$18.6K
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
412+ 5.47% |
$17.2K - $18.3K
|
7.95K
$350K
|
|
May 02, 2022
Q1 2022
|
Parkside Investments, LLC
|
BUY
|
- |
400New |
$16.7K - $17.8K
|
400
$17.6K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
325+ 2.29% |
$13.6K - $14.5K
|
14.5K
$639K
|
|
Apr 20, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
296+ 0.66% |
$12.4K - $13.2K
|
45.3K
$1.99M
|
|
May 09, 2022
Q1 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
293+ 1.46% |
$12.2K - $13K
|
20.3K
$895K
|
|
May 13, 2022
Q1 2022
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
242+ 27.94% |
$10.1K - $10.8K
|
1.11K
$48.8K
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
223New |
$9.31K - $9.92K
|
223
$9.82K
|
|
May 04, 2022
Q1 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
212+ 1.35% |
$8.85K - $9.43K
|
15.9K
$699K
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
209+ 8.03% |
$8.73K - $9.29K
|
2.81K
$124K
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
198New |
$8.27K - $8.81K
|
198
$8.72K
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
186+ 2.94% |
$7.77K - $8.27K
|
6.51K
$287K
|
|
Apr 19, 2022
Q1 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
167+ 0.2% |
$6.97K - $7.43K
|
82.1K
$3.61M
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
152+ 1.94% |
$6.35K - $6.76K
|
7.98K
$351K
|