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 |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-515Closed |
$21.5K - $22.9K
|
0
$0
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-525- 9.53% |
$21.9K - $23.3K
|
4.98K
$215K
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-553- 3.43% |
$23.1K - $24.6K
|
15.6K
$672K
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
SELL
|
- |
-743- 91.62% |
$31K - $33K
|
68
$2.93K
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-801- 17.66% |
$33.4K - $35.6K
|
3.74K
$161K
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-853- 8.22% |
$35.6K - $37.9K
|
9.53K
$411K
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-902- 4.91% |
$37.7K - $40.1K
|
17.5K
$752K
|
|
May 16, 2022
Q1 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-996- 1.9% |
$41.6K - $44.3K
|
51.4K
$2.22M
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.12K- 4.36% |
$46.9K - $49.9K
|
24.6K
$1.06M
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-1.16KClosed |
$48.4K - $51.6K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.2K- 70.59% |
$50.1K - $53.4K
|
500
$21.6K
|
|
Apr 18, 2022
Q1 2022
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-1.47K- 15.0% |
$61.5K - $65.5K
|
8.34K
$360K
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.65KClosed |
$69K - $73.5K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.66K- 8.19% |
$69.1K - $73.6K
|
18.6K
$801K
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.67K- 2.89% |
$69.8K - $74.4K
|
56.3K
$2.43M
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.71KClosed |
$71.3K - $76K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.76K- 0.69% |
$73.3K - $78.1K
|
253K
$10.9M
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.77K- 48.04% |
$73.7K - $78.5K
|
1.91K
$82.3K
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.85K- 11.52% |
$77.4K - $82.4K
|
14.2K
$614K
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.97K- 9.37% |
$82.2K - $87.5K
|
19K
$820K
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.28K- 12.43% |
$95.2K - $101K
|
16.1K
$693K
|
|
May 03, 2022
Q1 2022
|
Values First Advisors, Inc.
|
SELL
|
- |
-2.28KClosed |
$95.3K - $102K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Financial Consulate, Inc
|
SELL
|
- |
-2.31K- 29.36% |
$96.4K - $103K
|
5.55K
$239K
|
|
May 06, 2022
Q1 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-2.59K- 20.09% |
$108K - $115K
|
10.3K
$445K
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.76K- 3.39% |
$115K - $123K
|
78.5K
$3.38M
|
|
May 25, 2022
Q1 2022
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-3.07K- 2.22% |
$128K - $136K
|
135K
$5.81M
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.66K- 8.95% |
$153K - $163K
|
37.2K
$1.6M
|
|
Apr 25, 2022
Q1 2022
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-3.9K- 13.53% |
$163K - $173K
|
24.9K
$1.07M
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-4.18K- 19.87% |
$174K - $186K
|
16.8K
$726K
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-4.8KClosed |
$200K - $213K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.09K- 1.23% |
$212K - $226K
|
409K
$17.6M
|
|
Apr 21, 2022
Q1 2022
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-5.19KClosed |
$217K - $231K
|
0
$0
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-5.29K- 38.93% |
$221K - $235K
|
8.3K
$358K
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.29KClosed |
$221K - $235K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-5.43K- 27.19% |
$226K - $241K
|
14.5K
$626K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-5.45KClosed |
$228K - $242K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-5.83KClosed |
$243K - $259K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-6.13K- 6.44% |
$256K - $272K
|
88.9K
$3.83M
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-6.42KClosed |
$268K - $285K
|
0
$0
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-6.45KClosed |
$269K - $287K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-6.71K- 41.89% |
$280K - $298K
|
9.31K
$401K
|
|
May 16, 2022
Q1 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-7KClosed |
$292K - $311K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-7.7K- 9.83% |
$322K - $343K
|
70.7K
$3.05M
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-8.75K- 16.84% |
$365K - $389K
|
43.2K
$1.86M
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-9.09KClosed |
$379K - $404K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.24K- 6.63% |
$386K - $411K
|
130K
$5.61M
|
|
Apr 29, 2022
Q1 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-9.5K- 2.85% |
$397K - $422K
|
324K
$14M
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-9.61KClosed |
$401K - $427K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-9.73KClosed |
$406K - $433K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
SELL
|
- |
-9.88KClosed |
$412K - $439K
|
0
$0
|