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
Jul 12, 2023 Q2 2023
Howard Financial Services, Ltd.

BUY
 -
133
+ 1.29%
$4.67K - $5.12K
10.4K $456K
Jul 27, 2023 Q2 2023
Conservest Capital Advisors, Inc.

BUY
 -
133
+ 1.29%
$4.67K - $5.12K
10.4K $456K
Aug 21, 2023 Q2 2023
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
130
New
$4.57K - $5K
130 $5.68K
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
122
New
$4.29K - $4.69K
122 $5.33K
Jul 21, 2023 Q2 2023
Graypoint LLC

BUY
 -
106
+ 1.96%
$3.72K - $4.08K
5.53K $242K
Aug 01, 2023 Q2 2023
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
92
+ 1.11%
$3.23K - $3.54K
8.41K $368K
Feb 13, 2025 Q2 2023
Nfp Retirement, Inc.

Aliso Viejo, CA
BUY
 -
90
+ 1.33%
$3.16K - $3.46K
6.86K $300K
Aug 21, 2023 Q2 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
84
New
$2.95K - $3.23K
84 $3.67K
Jul 18, 2023 Q2 2023
Fortis Group Advisors, LLC

Westwood, NJ
BUY
 -
70
+ 0.78%
$2.46K - $2.69K
9.07K $396K
Aug 11, 2023 Q2 2023
Retirement Planning CO Of New England, Inc.

Warwick, RI
BUY
 -
63
+ 1.15%
$2.21K - $2.42K
5.53K $242K
Aug 04, 2023 Q2 2023
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
56
+ 3.77%
$1.97K - $2.15K
1.54K $67.3K
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
55
New
$1.93K - $2.12K
55 $2.4K
Jul 31, 2023 Q2 2023
Valley National Advisers Inc

BUY
 -
29
New
$1.02K - $1.12K
29 $1.27K
Aug 14, 2023 Q2 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
27
New
$949 - $1.04K
27 $1.18K
Aug 07, 2023 Q2 2023
Townsend Asset Management Corp

BUY
 -
26
+ 2.41%
$913 - $1K
1.11K $48.4K
Aug 10, 2023 Q2 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
25
+ 0.36%
$878 - $962
6.93K $303K
Jul 28, 2023 Q2 2023
Capital Investment Advisory Services, LLC

BUY
 -
25
+ 0.44%
$878 - $962
5.67K $248K
Jul 18, 2023 Q2 2023
Rothschild Investment Corp

BUY
 -
25
+ 0.29%
$878 - $962
8.75K $382K
Jul 13, 2023 Q2 2023
Traverso Chambers Private Wealth Management, LLC

BUY
 -
22
+ 0.09%
$773 - $846
24.1K $1.05M
Jul 11, 2023 Q2 2023
Ignite Planners, LLC

BUY
 -
21
+ 0.29%
$738 - $808
7.27K $318K
Aug 10, 2023 Q2 2023
Gerber Kawasaki Wealth & Investment Management

BUY
 -
21
+ 0.21%
$738 - $808
9.97K $436K
Aug 14, 2023 Q2 2023
Tradition Wealth Management, LLC

BUY
 -
19
+ 1.28%
$667 - $731
1.51K $65.8K
Aug 07, 2023 Q2 2023
Jfs Wealth Advisors, LLC

BUY
 -
15
+ 0.94%
$527 - $577
1.61K $70.2K
Aug 09, 2023 Q2 2023
Rain Capital Management, LLC

Lake Oswego, OR
BUY
 -
13
+ 1.26%
$457 - $500
1.05K $45.7K
Aug 08, 2023 Q2 2023
Lee Financial CO

Dallas, TX
BUY
 -
10
+ 0.14%
$351 - $385
7.08K $310K
Aug 11, 2023 Q2 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
7
+ 1.35%
$246 - $269
526 $23K
Aug 15, 2023 Q2 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
3
+ 0.2%
$105 - $115
1.49K $64.9K
Jul 24, 2023 Q2 2023
Hexagon Capital Partners LLC

BUY
 -
1
+ 1.3%
$35.1 - $38.5
78 $3.41K
Aug 06, 2024 Q2 2023
Hantz Financial Services, Inc.

BUY
 -
1
+ 2.04%
$35.1 - $38.5
50 $2.19K
Jul 12, 2023 Q2 2023
Berkshire Bank

SELL
 -
-20
- 0.06%
$703 - $769
35.3K $1.54M
Jul 28, 2023 Q2 2023
Detalus Advisors, LLC

SELL
 -
-41
- 0.25%
$1.44K - $1.58K
16.5K $723K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-45
- 0.23%
$1.58K - $1.73K
19.5K $855K
Jul 31, 2023 Q2 2023
Moloney Securities Asset Management, LLC

SELL
 -
-50
- 0.64%
$1.76K - $1.92K
7.77K $340K
Jul 11, 2023 Q2 2023
Brookstone Capital Management

SELL
 -
-54
- 0.25%
$1.9K - $2.08K
21.2K $928K
Aug 02, 2023 Q2 2023
Acorn Wealth Advisors, LLC

Grand Blanc, MI
SELL
 -
-68
- 1.24%
$2.39K - $2.62K
5.43K $237K
Aug 08, 2023 Q2 2023
White Pine Capital LLC

Golden Valley, MN
SELL
 -
-71
- 0.1%
$2.49K - $2.73K
71.7K $3.14M
Aug 08, 2023 Q2 2023
Focused Wealth Management, Inc

SELL
 -
-76
- 0.48%
$2.67K - $2.92K
15.9K $695K
Jul 21, 2023 Q2 2023
Financial Consulate, Inc

SELL
 -
-95
- 0.72%
$3.34K - $3.65K
13.1K $572K
Jul 21, 2023 Q2 2023
Eagle Global Advisors LLC

Houston, TX
SELL
 -
-105
- 0.32%
$3.69K - $4.04K
33K $1.44M
Aug 04, 2023 Q2 2023
Ever Source Wealth Advisors, LLC

SELL
 -
-118
- 54.13%
$4.15K - $4.54K
100 $4.37K
Jul 28, 2023 Q2 2023
Walter & Keenan Wealth Management LLC

SELL
 -
-130
- 1.77%
$4.57K - $5K
7.22K $316K
Aug 09, 2023 Q2 2023
Nicolet Advisory Services, LLC

Green Bay, WI
SELL
 -
-136
- 1.57%
$4.78K - $5.23K
8.5K $372K
Jul 13, 2023 Q2 2023
City Holding CO

SELL
 -
-140
- 4.24%
$4.92K - $5.38K
3.16K $138K
Jul 24, 2023 Q2 2023
Dfpg Investments, LLC

SELL
 -
-145
- 1.46%
$5.09K - $5.58K
9.8K $428K
Jul 24, 2023 Q2 2023
Bergan Kdv Wealth Management, LLC

SELL
 -
-146
- 2.39%
$5.13K - $5.62K
5.96K $261K
Dec 19, 2024 Q2 2023
Independent Solutions Wealth Management, LLC

Williamsville, NY
SELL
 -
-147
- 2.13%
$5.16K - $5.65K
6.75K $295K
Jul 14, 2023 Q2 2023
Baldwin Brothers LLC

SELL
 -
-150
- 10.43%
$5.27K - $5.77K
1.29K $56.3K
Aug 07, 2023 Q2 2023
Wealth Advisory Solutions, LLC

SELL
 -
-165
- 0.36%
$5.8K - $6.35K
45.2K $1.97M
Jul 10, 2023 Q2 2023
Good Life Advisors, LLC

SELL
 -
-166
- 2.01%
$5.83K - $6.38K
8.09K $354K

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