Purchases and Sales Made in Q2 2023 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 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 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-2.71K- 20.06% |
$95.3K - $104K
|
10.8K
$467K
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
SELL
|
- |
-2.81K- 2.68% |
$98.8K - $108K
|
102K
$4.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-2.83K- 0.73% |
$99.2K - $109K
|
387K
$16.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.1K- 43.28% |
$109K - $119K
|
4.06K
$175K
|
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-3.12K- 21.31% |
$110K - $120K
|
11.5K
$498K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.14K- 13.24% |
$110K - $121K
|
20.6K
$889K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.19K- 5.06% |
$112K - $123K
|
59.9K
$2.59M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.2K- 27.01% |
$112K - $123K
|
8.64K
$373K
|
|
|
Aug 10, 2023
Q2 2023
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-3.26K- 11.37% |
$115K - $125K
|
25.4K
$1.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.53K- 4.5% |
$124K - $136K
|
74.8K
$3.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-3.54K- 15.23% |
$124K - $136K
|
19.7K
$851K
|
|
|
Aug 14, 2023
Q2 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-3.59K- 3.96% |
$126K - $138K
|
87.2K
$3.77M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.83K- 32.76% |
$135K - $147K
|
7.86K
$340K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.83K- 7.63% |
$135K - $147K
|
46.4K
$2M
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-3.98K- 29.77% |
$140K - $153K
|
9.4K
$406K
|
|
|
Jul 24, 2023
Q2 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-4.02K- 38.19% |
$141K - $155K
|
6.51K
$281K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-4.15K- 8.64% |
$146K - $159K
|
43.8K
$1.89M
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-4.22K- 4.77% |
$148K - $162K
|
84.2K
$3.64M
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-4.32K- 28.85% |
$152K - $166K
|
10.7K
$461K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.34K- 31.0% |
$152K - $167K
|
9.65K
$417K
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-4.38K- 4.77% |
$154K - $168K
|
87.5K
$3.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-4.4K- 1.12% |
$155K - $169K
|
389K
$16.8M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.76K- 4.98% |
$167K - $183K
|
90.8K
$3.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-5K- 7.21% |
$176K - $192K
|
64.3K
$2.78M
|
|
|
Jul 28, 2023
Q2 2023
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-5.13K- 1.87% |
$180K - $197K
|
268K
$11.6M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.59K- 42.23% |
$196K - $215K
|
7.65K
$331K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.59K- 42.23% |
$196K - $215K
|
7.65K
$331K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.64K- 5.18% |
$198K - $217K
|
103K
$4.46M
|
|
|
Jul 10, 2024
Q2 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-5.74KClosed |
$202K - $221K
|
0
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
SELL
|
- |
-6.3K- 7.53% |
$221K - $242K
|
77.3K
$3.34M
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-7.23K- 20.62% |
$254K - $278K
|
27.8K
$1.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-7.47K- 21.01% |
$262K - $287K
|
28.1K
$1.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.52K- 14.43% |
$264K - $289K
|
44.6K
$1.93M
|
|
|
Jul 27, 2023
Q2 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-7.62K- 8.47% |
$268K - $293K
|
82.4K
$3.56M
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-7.7K- 74.75% |
$270K - $296K
|
2.6K
$112K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.74K- 18.44% |
$272K - $298K
|
34.2K
$1.48M
|
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-7.81K- 12.23% |
$274K - $300K
|
56K
$2.42M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-8.17K- 20.14% |
$287K - $314K
|
32.4K
$1.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-8.4K- 87.02% |
$295K - $323K
|
1.25K
$54.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-8.78K- 26.66% |
$309K - $338K
|
24.2K
$1.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-8.96K- 7.87% |
$315K - $344K
|
105K
$4.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9.12K- 19.86% |
$321K - $351K
|
36.8K
$1.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-9.93K- 3.49% |
$349K - $382K
|
275K
$11.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-9.96K- 11.54% |
$350K - $383K
|
76.3K
$3.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-10.1K- 10.67% |
$355K - $388K
|
84.5K
$3.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-10.2K- 11.54% |
$359K - $393K
|
78.3K
$3.38M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-10.7K- 20.04% |
$377K - $412K
|
42.8K
$1.85M
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-11.3K- 43.44% |
$397K - $435K
|
14.7K
$637K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-11.6K- 21.7% |
$406K - $445K
|
41.7K
$1.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-12.4K- 42.28% |
$435K - $476K
|
16.9K
$731K
|