Purchases and Sales Made in Q2 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 Q2 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 | 
|---|---|---|---|---|---|---|---|
| 
               
                  Aug 01, 2022
                  Q2 2022
                 
               |   
            
              
   
      Wambolt & Associates, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -12- 0.17% | 
            
                                   
                  $464 - $545
                 
             |    
            
                                 
                7.23K
                $311K
                
             |               
            |
| 
               
                  Aug 01, 2022
                  Q2 2022
                 
               |   
            
              
   
      Creative Financial Designs Inc 
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -13- 1.22% | 
            
                                   
                  $502 - $591
                 
             |    
            
                                 
                1.06K
                $45.5K
                
             |               
            |
| 
               
                  Aug 01, 2022
                  Q2 2022
                 
               |   
            
              
   
      Us Bancorp \De\
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -31- 3.4% | 
            
                                   
                  $1.2K - $1.41K
                 
             |    
            
                                 
                881
                $37.9K
                
             |               
            |
| 
               
                  Dec 19, 2024
                  Q2 2022
                 
               |   
            
              
   
      Independent Solutions Wealth Management, LLC
       
           
            Williamsville, NY  | 
            
               SELL                   
             | 
            - | 
              -33- 0.43% | 
            
                                   
                  $1.27K - $1.5K
                 
             |    
            
                                 
                7.68K
                $330K
                
             |               
            |
| 
               
                  Aug 11, 2022
                  Q2 2022
                 
               |   
            
              
   
      Bivin & Associates, Inc.
       
           
            Ponca City, OK  | 
            
               SELL                   
             | 
            - | 
              -50Closed | 
            
                                   
                  $1.93K - $2.27K
                 
             |    
            
                                 
                0
                $0
                
             |               
            |
| 
               
                  Aug 12, 2022
                  Q2 2022
                 
               |   
            
              
   
      Black Rock Inc.
       
           
            New York, NY  | 
            
               SELL                   
             | 
            - | 
              -79- 2.31% | 
            
                                   
                  $3.05K - $3.59K
                 
             |    
            
                                 
                3.33K
                $143K
                
             |               
            |
| 
               
                  Aug 12, 2022
                  Q2 2022
                 
               |   
            
              
   
      Us Advisors Wealth Management, LLC
       
           
            Eden Prairie, MN  | 
            
               SELL                   
             | 
            - | 
              -114- 1.45% | 
            
                                   
                  $4.4K - $5.18K
                 
             |    
            
                                 
                7.74K
                $333K
                
             |               
            |
| 
               
                  Aug 12, 2022
                  Q2 2022
                 
               |   
            
              
   
      Winch Advisory Services, LLC
       
           
            Appleton, WI  | 
            
               SELL                   
             | 
            - | 
              -149Closed | 
            
                                   
                  $5.76K - $6.77K
                 
             |    
            
                                 
                0
                $0
                
             |               
            |
| 
               
                  Aug 08, 2022
                  Q2 2022
                 
               |   
            
              
   
      Thrive Capital Management, LLC
       
           
            Fort Washington, PA  | 
            
               SELL                   
             | 
            - | 
              -149- 1.44% | 
            
                                   
                  $5.76K - $6.77K
                 
             |    
            
                                 
                10.2K
                $438K
                
             |               
            |
| 
               
                  Aug 08, 2022
                  Q2 2022
                 
               |   
            
              
   
      Acorn Wealth Advisors, LLC
       
           
            Grand Blanc, MI  | 
            
               SELL                   
             | 
            - | 
              -154- 2.6% | 
            
                                   
                  $5.95K - $7K
                 
             |    
            
                                 
                5.78K
                $249K
                
             |               
            |
| 
               
                  Aug 11, 2022
                  Q2 2022
                 
               |   
            
              
   
      Herbst Group, LLC
       
           
            Westport, CT  | 
            
               SELL                   
             | 
            - | 
              -201- 0.34% | 
            
                                   
                  $7.76K - $9.14K
                 
             |    
            
                                 
                59.2K
                $2.55M
                
             |               
            |
| 
               
                  Jul 13, 2022
                  Q2 2022
                 
               |   
            
              
   
      Hbw Advisory Services LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -204- 1.07% | 
            
                                   
                  $7.88K - $9.27K
                 
             |    
            
                                 
                18.8K
                $810K
                
             |               
            |
| 
               
                  Aug 10, 2022
                  Q2 2022
                 
               |   
            
              
   
      Optiver Holding B.V.
       
           
            Amsterdam, P7  | 
            
               SELL                   
             | 
            - | 
              -223Closed | 
            
                                   
                  $8.61K - $10.1K
                 
             |    
            
                                 
                0
                $0
                
             |               
            |
| 
               
                  Aug 12, 2022
                  Q2 2022
                 
               |   
            
              
   
      National Asset Management, Inc.
       
           
            Boca Raton, FL  | 
            
               SELL                   
             | 
            - | 
              -231- 1.62% | 
            
                                   
                  $8.92K - $10.5K
                 
             |    
            
                                 
                14K
                $604K
                
             |               
            |
| 
               
                  Aug 08, 2022
                  Q2 2022
                 
               |   
            
              
   
      Tevis Investment Management
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -239- 8.32% | 
            
                                   
                  $9.23K - $10.9K
                 
             |    
            
                                 
                2.63K
                $113K
                
             |               
            |
| 
               
                  Aug 05, 2022
                  Q2 2022
                 
               |   
            
              
   
      Jacobi Capital Management LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -240- 3.4% | 
            
                                   
                  $9.27K - $10.9K
                 
             |    
            
                                 
                6.83K
                $294K
                
             |               
            |
| 
               
                  Aug 11, 2022
                  Q2 2022
                 
               |   
            
              
   
      Insight Advisors, LLC
       
           
            Newtown, PA  | 
            
               SELL                   
             | 
            - | 
              -258- 1.05% | 
            
                                   
                  $9.97K - $11.7K
                 
             |    
            
                                 
                24.4K
                $1.05M
                
             |               
            |
| 
               
                  Jul 28, 2022
                  Q2 2022
                 
               |   
            
              
   
      Traynor Capital Management, Inc.
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -286- 0.98% | 
            
                                   
                  $11K - $13K
                 
             |    
            
                                 
                28.8K
                $1.24M
                
             |               
            |
| 
               
                  Jul 28, 2022
                  Q2 2022
                 
               |   
            
              
   
      Cwm, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -298- 4.64% | 
            
                                   
                  $11.5K - $13.5K
                 
             |    
            
                                 
                6.12K
                $264K
                
             |               
            |
| 
               
                  Jul 15, 2022
                  Q2 2022
                 
               |   
            
              
   
      Ignite Planners, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -330- 5.02% | 
            
                                   
                  $12.7K - $15K
                 
             |    
            
                                 
                6.25K
                $269K
                
             |               
            |
| 
               
                  Aug 08, 2022
                  Q2 2022
                 
               |   
            
              
   
      Resources Investment Advisors, Llc.
       
           
            Overland Park, KS  | 
            
               SELL                   
             | 
            - | 
              -339- 4.25% | 
            
                                   
                  $13.1K - $15.4K
                 
             |    
            
                                 
                7.65K
                $329K
                
             |               
            |
| 
               
                  Aug 11, 2022
                  Q2 2022
                 
               |   
            
              
   
      Capital Asset Advisory Services LLC
       
           
            Haslett, MI  | 
            
               SELL                   
             | 
            - | 
              -346- 3.66% | 
            
                                   
                  $13.4K - $15.7K
                 
             |    
            
                                 
                9.1K
                $392K
                
             |               
            |
| 
               
                  Aug 15, 2022
                  Q2 2022
                 
               |   
            
              
   
      Signet Financial Management, LLC
       
           
            Parsippany, NJ  | 
            
               SELL                   
             | 
            - | 
              -349- 2.62% | 
            
                                   
                  $13.5K - $15.9K
                 
             |    
            
                                 
                13K
                $558K
                
             |               
            |
| 
               
                  Jul 13, 2022
                  Q2 2022
                 
               |   
            
              
   
      Parkside Investments, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -400Closed | 
            
                                   
                  $15.5K - $18.2K
                 
             |    
            
                                 
                0
                $0
                
             |               
            |
| 
               
                  Jul 15, 2022
                  Q2 2022
                 
               |   
            
              
   
      Newbridge Financial Services Group, Inc.
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -402- 3.99% | 
            
                                   
                  $15.5K - $18.3K
                 
             |    
            
                                 
                9.68K
                $417K
                
             |               
            |
| 
               
                  Aug 04, 2022
                  Q2 2022
                 
               |   
            
              
   
      Focused Wealth Management, Inc
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -462- 2.65% | 
            
                                   
                  $17.8K - $21K
                 
             |    
            
                                 
                17K
                $731K
                
             |               
            |
| 
               
                  Aug 01, 2022
                  Q2 2022
                 
               |   
            
              
   
      Dfpg Investments, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -489- 5.08% | 
            
                                   
                  $18.9K - $22.2K
                 
             |    
            
                                 
                9.14K
                $393K
                
             |               
            |
| 
               
                  Jul 28, 2022
                  Q2 2022
                 
               |   
            
              
   
      D.A. Davidson & Co.
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -499- 5.03% | 
            
                                   
                  $19.3K - $22.7K
                 
             |    
            
                                 
                9.42K
                $405K
                
             |               
            |
| 
               
                  Jul 27, 2022
                  Q2 2022
                 
               |   
            
              
   
      V Wealth Advisors LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -500- 4.33% | 
            
                                   
                  $19.3K - $22.7K
                 
             |    
            
                                 
                11K
                $475K
                
             |               
            |
| 
               
                  Jul 26, 2022
                  Q2 2022
                 
               |   
            
              
   
      Fin Trust Capital Advisors, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -596- 11.36% | 
            
                                   
                  $23K - $27.1K
                 
             |    
            
                                 
                4.65K
                $200K
                
             |               
            |
| 
               
                  Aug 16, 2022
                  Q2 2022
                 
               |   
            
              
   
      Svb Wealth LLC
       
           
            Boston, MA  | 
            
               SELL                   
             | 
            - | 
              -640Closed | 
            
                                   
                  $24.7K - $29.1K
                 
             |    
            
                                 
                0
                $0
                
             |               
            |
| 
               
                  Aug 11, 2022
                  Q2 2022
                 
               |   
            
              
   
      Elwood & Goetz Wealth Advisory Group, LLC
       
           
            Athens, GA  | 
            
               SELL                   
             | 
            - | 
              -675- 5.83% | 
            
                                   
                  $26.1K - $30.7K
                 
             |    
            
                                 
                10.9K
                $469K
                
             |               
            |
| 
               
                  Aug 08, 2022
                  Q2 2022
                 
               |   
            
              
   
      Hancock Whitney Corp
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -698- 3.38% | 
            
                                   
                  $27K - $31.7K
                 
             |    
            
                                 
                19.9K
                $858K
                
             |               
            |
| 
               
                  Jul 22, 2022
                  Q2 2022
                 
               |   
            
              
   
      Bison Wealth, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -700- 1.19% | 
            
                                   
                  $27K - $31.8K
                 
             |    
            
                                 
                57.9K
                $2.49M
                
             |               
            |
| 
               
                  Aug 08, 2022
                  Q2 2022
                 
               |   
            
              
   
      Valtinson Bruner Financial Planning LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -720- 11.53% | 
            
                                   
                  $27.8K - $32.7K
                 
             |    
            
                                 
                5.53K
                $238K
                
             |               
            |
| 
               
                  Aug 23, 2022
                  Q2 2022
                 
               |   
            
              
   
      Captrust Financial Advisors
       
           
            Raleigh, NC  | 
            
               SELL                   
             | 
            - | 
              -847- 4.5% | 
            
                                   
                  $32.7K - $38.5K
                 
             |    
            
                                 
                18K
                $774K
                
             |               
            |
| 
               
                  Aug 15, 2022
                  Q2 2022
                 
               |   
            
              
   
      Mutual Advisors, LLC
       
           
            Casper, WY  | 
            
               SELL                   
             | 
            - | 
              -880- 3.88% | 
            
                                   
                  $34K - $40K
                 
             |    
            
                                 
                21.8K
                $938K
                
             |               
            |
| 
               
                  Jul 26, 2022
                  Q2 2022
                 
               |   
            
              
   
      First Premier Bank
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -887- 1.21% | 
            
                                   
                  $34.3K - $40.3K
                 
             |    
            
                                 
                72.6K
                $3.12M
                
             |               
            |
| 
               
                  Jul 15, 2022
                  Q2 2022
                 
               |   
            
              
   
      Herold Advisors, Inc.
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -900Closed | 
            
                                   
                  $34.8K - $40.9K
                 
             |    
            
                                 
                0
                $0
                
             |               
            |
| 
               
                  Jul 11, 2022
                  Q2 2022
                 
               |   
            
              
   
      Foresight Capital Management Advisors, Inc.
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -1.02K- 1.3% | 
            
                                   
                  $39.4K - $46.4K
                 
             |    
            
                                 
                77.3K
                $3.33M
                
             |               
            |
| 
               
                  Aug 16, 2022
                  Q2 2022
                 
               |   
            
              
   
      Fortitude Advisory Group L.L.C.
       
           
            Gig Harbor, WA  | 
            
               SELL                   
             | 
            - | 
              -1.21KClosed | 
            
                                   
                  $46.6K - $54.8K
                 
             |    
            
                                 
                0
                $0
                
             |               
            |
| 
               
                  Aug 09, 2022
                  Q2 2022
                 
               |   
            
              
   
      Wayfinding Financial, LLC
       
           
            Lynnwood, WA  | 
            
               SELL                   
             | 
            - | 
              -1.41K- 13.39% | 
            
                                   
                  $54.4K - $64K
                 
             |    
            
                                 
                9.11K
                $392K
                
             |               
            |
| 
               
                  Aug 02, 2022
                  Q2 2022
                 
               |   
            
              
   
      Principle Wealth Partners LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -1.43K- 6.83% | 
            
                                   
                  $55.2K - $64.9K
                 
             |    
            
                                 
                19.5K
                $839K
                
             |               
            |
| 
               
                  Aug 04, 2022
                  Q2 2022
                 
               |   
            
              
   
      Iron Horse Wealth Management, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -1.46K- 12.31% | 
            
                                   
                  $56.6K - $66.5K
                 
             |    
            
                                 
                10.4K
                $449K
                
             |               
            |
| 
               
                  Aug 15, 2022
                  Q2 2022
                 
               |   
            
              
   
      Moneta Group Investment Advisors LLC
       
           
            St Louis, MO  | 
            
               SELL                   
             | 
            - | 
              -1.77K- 11.14% | 
            
                                   
                  $68.5K - $80.5K
                 
             |    
            
                                 
                14.1K
                $608K
                
             |               
            |
| 
               
                  Aug 04, 2022
                  Q2 2022
                 
               |   
            
              
   
      Cornerstone Wealth Management, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -1.93K- 11.99% | 
            
                                   
                  $74.4K - $87.6K
                 
             |    
            
                                 
                14.1K
                $609K
                
             |               
            |
| 
               
                  Jul 22, 2022
                  Q2 2022
                 
               |   
            
              
   
      Spire Wealth Management
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -1.94K- 39.97% | 
            
                                   
                  $74.9K - $88.1K
                 
             |    
            
                                 
                2.91K
                $125K
                
             |               
            |
| 
               
                  Aug 15, 2022
                  Q2 2022
                 
               |   
            
              
   
      Ken Griffin                        
      Citadel Advisors LLC | Chicago, Il
   
           
             | 
            
               SELL                   
             | 
            - | 
              -1.94K- 15.68% | 
            
                                   
                  $74.9K - $88.1K
                 
             |    
            
                                 
                10.4K
                $449K
                
             |               
            |
| 
               
                  Jul 13, 2022
                  Q2 2022
                 
               |   
            
              
   
      Private Wealth Group, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -2.28K- 5.95% | 
            
                                   
                  $88.2K - $104K
                 
             |    
            
                                 
                36.1K
                $1.55M
                
             |               
            |
| 
               
                  Jul 12, 2022
                  Q2 2022
                 
               |   
            
              
   
      Koshinski Asset Management, Inc.
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -3.38KClosed | 
            
                                   
                  $131K - $154K
                 
             |    
            
                                 
                0
                $0
                
             |