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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.7K- 4.69% |
$445K - $487K
|
257K
$11.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-13K- 8.39% |
$457K - $500K
|
142K
$6.14M
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Services
|
SELL
|
- |
-13.5K- 25.12% |
$474K - $519K
|
40.3K
$1.74M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-14.4K- 77.82% |
$505K - $553K
|
4.1K
$177K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-15.6K- 8.69% |
$548K - $599K
|
164K
$7.08M
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-15.9K- 24.24% |
$558K - $611K
|
49.7K
$2.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-17.9K- 46.51% |
$630K - $689K
|
20.6K
$891K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-18.8K- 40.01% |
$660K - $722K
|
28.2K
$1.22M
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-18.8K- 40.01% |
$660K - $722K
|
28.2K
$1.22M
|
|
|
Aug 09, 2023
Q2 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-19.2K- 51.05% |
$675K - $739K
|
18.4K
$797K
|
|
|
Jul 13, 2023
Q2 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-22K- 68.49% |
$772K - $845K
|
10.1K
$437K
|
|
|
Jul 28, 2023
Q2 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-22.3K- 38.32% |
$782K - $857K
|
35.8K
$1.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-23.1K- 35.46% |
$810K - $887K
|
42K
$1.81M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-23.1K- 17.5% |
$811K - $887K
|
109K
$4.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-24.1K- 9.16% |
$848K - $928K
|
239K
$10.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-26.9K- 51.29% |
$944K - $1.03M
|
25.5K
$1.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-27.5K- 13.33% |
$966K - $1.06M
|
179K
$7.73M
|
|
|
Jul 18, 2023
Q2 2023
|
Financial Life Advisors
|
SELL
|
- |
-27.6K- 71.52% |
$970K - $1.06M
|
11K
$475K
|
|
|
Jul 19, 2023
Q2 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-31.5K- 46.89% |
$1.11M - $1.21M
|
35.7K
$1.54M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-32K- 36.36% |
$1.12M - $1.23M
|
56K
$2.42M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-32.3K- 8.76% |
$1.14M - $1.24M
|
337K
$14.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-35.9K- 72.63% |
$1.26M - $1.38M
|
13.5K
$584K
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
SELL
|
- |
-38.9K- 85.23% |
$1.37M - $1.5M
|
6.74K
$291K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-39K- 29.08% |
$1.37M - $1.5M
|
95.1K
$4.11M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-43.5K- 79.06% |
$1.53M - $1.67M
|
11.5K
$498K
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-60K- 50.65% |
$2.11M - $2.31M
|
58.4K
$2.53M
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-63.2K- 87.15% |
$2.22M - $2.43M
|
9.33K
$403K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-73.7K- 13.0% |
$2.59M - $2.84M
|
493K
$21.3M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-78K- 22.4% |
$2.74M - $3M
|
270K
$11.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-90.9K- 29.24% |
$3.19M - $3.49M
|
220K
$9.51M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-93.8K- 59.15% |
$3.29M - $3.61M
|
64.8K
$2.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-129K- 4.37% |
$4.55M - $4.98M
|
2.83M
$122M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-143K- 26.25% |
$5.02M - $5.5M
|
402K
$17.4M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-143K- 26.25% |
$5.02M - $5.5M
|
402K
$17.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Sws Partners
|
SELL
|
- |
-145K- 77.48% |
$5.09M - $5.58M
|
42.1K
$1.82M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-199K- 97.85% |
$6.99M - $7.66M
|
4.37K
$189K
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-274K- 97.01% |
$9.62M - $10.5M
|
8.43K
$364K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-301K- 78.57% |
$10.6M - $11.6M
|
82.1K
$3.55M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-306K- 8.51% |
$10.7M - $11.8M
|
3.29M
$142M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-321K- 27.71% |
$11.3M - $12.3M
|
837K
$36.2M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-338K- 16.02% |
$11.9M - $13M
|
1.77M
$76.7M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-338K- 16.02% |
$11.9M - $13M
|
1.77M
$76.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-421K- 31.11% |
$14.8M - $16.2M
|
931K
$40.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-431K- 99.41% |
$15.1M - $16.6M
|
2.55K
$110K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-447K- 34.95% |
$15.7M - $17.2M
|
831K
$35.9M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-504K- 98.91% |
$17.7M - $19.4M
|
5.55K
$240K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-829K- 65.3% |
$29.1M - $31.9M
|
441K
$19M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.7M- 30.04% |
$59.8M - $65.4M
|
3.96M
$171M
|
|
|
Jul 25, 2023
Q2 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-4.22M- 92.73% |
$148M - $162M
|
331K
$14.3M
|