Purchases and Sales Made in Q2 2023 in Spdr Portfolio S&P 500 High Di (SPYD)

SPYD Quotes by TradingView

This table provides information about the institutional ownership of Spdr Portfolio S&P 500 High Di (SPYD) during Q2 2023. 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 09, 2023 Q2 2023
Clear Investment Research, LLC

BUY
 -
1.29K
+ 297.92%
$45.3K - $49.6K
1.72K $74.5K
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
1.27K
+ 1.45%
$44.7K - $49K
88.9K $3.84M
Jul 31, 2023 Q2 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
1.21K
+ 1.66%
$42.3K - $46.3K
73.8K $3.19M
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
1.19K
+ 4.22%
$41.9K - $45.9K
29.4K $1.27M
Jul 18, 2023 Q2 2023
Security National Bank

BUY
 -
1.15K
+ 17.58%
$40.4K - $44.2K
7.69K $332K
Aug 13, 2024 Q2 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
1.1K
+ 147.65%
$38.6K - $42.3K
1.85K $79.7K
Jul 11, 2023 Q2 2023
Juncture Wealth Strategies, LLC

BUY
 -
1.09K
+ 7.01%
$38.2K - $41.8K
16.6K $716K
Jan 24, 2024 Q2 2023
Financial Insights, Inc.

BUY
 -
1.05K
+ 6.07%
$36.9K - $40.4K
18.4K $793K
Aug 04, 2023 Q2 2023
Main Street Financial Solutions, LLC

BUY
 -
1.03K
+ 5.06%
$36.3K - $39.8K
21.5K $928K
Jul 10, 2023 Q2 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
968
+ 13.84%
$34K - $37.2K
7.96K $344K
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
938
+ 1.04%
$33K - $36.1K
91.2K $3.94M
Jul 28, 2023 Q2 2023
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
897
+ 9.51%
$31.5K - $34.5K
10.3K $446K
Jul 21, 2023 Q2 2023
Ifg Advisory, LLC

BUY
 -
876
+ 2.15%
$30.8K - $33.7K
41.6K $1.8M
Jul 17, 2023 Q2 2023
Willis Johnson & Associates, Inc.

BUY
 -
848
+ 6.94%
$29.8K - $32.6K
13.1K $565K
Aug 08, 2023 Q2 2023
Kestra Private Wealth Services, LLC

BUY
 -
819
+ 14.44%
$28.8K - $31.5K
6.49K $281K
Aug 07, 2023 Q2 2023
Chicago Partners Investment Group LLC

BUY
 -
772
+ 14.08%
$27.1K - $29.7K
6.26K $270K
Aug 02, 2023 Q2 2023
Bank Of Montreal

Toronto, A6
BUY
 -
745
+ 0.78%
$26.2K - $28.7K
96.3K $4.16M
Aug 04, 2023 Q2 2023
Lincoln National Corp

BUY
 -
675
+ 2.09%
$23.7K - $26K
32.9K $1.42M
Jul 14, 2023 Q2 2023
Valeo Financial Advisors, LLC

BUY
 -
657
+ 3.21%
$23.1K - $25.3K
21.2K $914K
Aug 11, 2023 Q2 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
650
+ 7.93%
$22.8K - $25K
8.85K $382K
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
635
New
$22.3K - $24.4K
635 $27.4K
Aug 07, 2023 Q2 2023
Private Wealth Strategies, L.L.C.

BUY
 -
626
+ 6.35%
$22K - $24.1K
10.5K $453K
Jul 18, 2023 Q2 2023
Fsc Wealth Advisors, LLC

BUY
 -
617
+ 17.65%
$21.7K - $23.7K
4.11K $178K
Aug 01, 2023 Q2 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
614
New
$21.6K - $23.6K
614 $26.5K
Aug 14, 2023 Q2 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
604
+ 604.0%
$21.2K - $23.2K
704 $30.4K
Aug 10, 2023 Q2 2023
Meitav Dash Investments LTD

BUY
 -
400
New
$14.1K - $15.4K
400 $17.3K
Jul 19, 2023 Q2 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
343
New
$12K - $13.2K
343 $14.8K
Jul 20, 2023 Q2 2023
Davenport & CO LLC

BUY
 -
330
+ 1.52%
$11.6K - $12.7K
22.1K $955K
Aug 14, 2023 Q2 2023
Jefferies Financial Group Inc.

New York, NY
BUY
 -
317
+ 0.15%
$11.1K - $12.2K
211K $9.12M
Aug 02, 2023 Q2 2023
Powell Investment Advisors, LLC

BUY
 -
313
+ 1.26%
$11K - $12K
25.1K $1.08M
Aug 04, 2023 Q2 2023
Simplex Trading, LLC

BUY
 -
307
New
$10.8K - $11.8K
307 $13.3K
Aug 14, 2023 Q2 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
304
+ 1.79%
$10.7K - $11.7K
17.3K $748K
Nov 13, 2023 Q2 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
262
+ 19.58%
$9.2K - $10.1K
1.6K $69.2K
Jul 27, 2023 Q2 2023
Horan Securities, Inc.

BUY
 -
261
New
$9.17K - $10K
261 $11.3K
Jul 20, 2023 Q2 2023
Fusion Family Wealth LLC

BUY
 -
245
+ 2.22%
$8.61K - $9.42K
11.3K $487K
Aug 04, 2023 Q2 2023
Ballast Advisors LLC

BUY
 -
231
+ 10.79%
$8.12K - $8.88K
2.37K $103K
Sep 07, 2023 Q2 2023
St Germain D J CO Inc

Springfield, MA
BUY
 -
230
New
$8.08K - $8.85K
230 $9.94K
Aug 02, 2023 Q2 2023
Meridian Wealth Management, LLC

BUY
 -
217
+ 0.81%
$7.62K - $8.35K
27K $1.17M
Aug 31, 2023 Q2 2023
Manhattan West Asset Management, LLC

Los Angeles, CA
BUY
 -
213
+ 2.42%
$7.48K - $8.19K
9.03K $390K
Aug 03, 2023 Q2 2023
Dumont & Blake Investment Advisors LLC

BUY
 -
205
+ 1.15%
$7.2K - $7.88K
18K $780K
Aug 10, 2023 Q2 2023
Financial Enhancement Group LLC

Anderson, IN
BUY
 -
202
+ 1.77%
$7.1K - $7.77K
11.6K $502K
Jul 24, 2023 Q2 2023
Global Trust Asset Management, LLC

BUY
 -
200
+ 23.95%
$7.03K - $7.69K
1.04K $44.7K
Aug 08, 2023 Q2 2023
Gsb Wealth Management, LLC

BUY
 -
200
New
$7.03K - $7.69K
200 $8.64K
Aug 10, 2023 Q2 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
200
+ 1.16%
$7.03K - $7.69K
17.4K $751K
Aug 14, 2023 Q2 2023
Cerity Partners LLC

New York, NY
BUY
 -
181
+ 2.49%
$6.36K - $6.96K
7.45K $322K
Aug 07, 2023 Q2 2023
Insight Advisors, LLC

Newtown, PA
BUY
 -
164
+ 0.65%
$5.76K - $6.31K
25.4K $1.1M
Jul 19, 2023 Q2 2023
Cascade Investment Group, Inc.

Colorado Springs, CO
BUY
 -
162
+ 0.71%
$5.69K - $6.23K
23K $994K
Aug 14, 2023 Q2 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
147
+ 1.52%
$5.16K - $5.65K
9.82K $425K
Jul 12, 2023 Q2 2023
Howard Financial Services, Ltd.

BUY
 -
133
+ 1.29%
$4.67K - $5.12K
10.4K $451K

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