Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.61K+ 2.68% |
$252K - $269K
|
253K
$11.1M
|
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
6.61KNew |
$252K - $269K
|
6.61K
$289K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
6.5KNew |
$249K - $265K
|
6.5K
$285K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.4K+ 7.09% |
$244K - $260K
|
96.6K
$4.23M
|
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
6.39KNew |
$244K - $260K
|
6.39K
$280K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.28K+ 20.16% |
$240K - $255K
|
37.4K
$1.64M
|
|
|
Nov 09, 2021
Q3 2021
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
6.23K+ 2.46% |
$238K - $253K
|
259K
$11.4M
|
|
|
Oct 12, 2021
Q3 2021
|
Ewg Elevate Inc.
|
BUY
|
- |
6K+ 12.4% |
$229K - $244K
|
54.4K
$2.38M
|
|
|
Oct 25, 2021
Q3 2021
|
Wbh Advisory Inc
|
BUY
|
- |
5.84KNew |
$223K - $237K
|
5.84K
$256K
|
|
|
Nov 12, 2021
Q3 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
5.79KNew |
$221K - $236K
|
5.79K
$254K
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.73K+ 21.88% |
$219K - $233K
|
31.9K
$1.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
5.7K+ 15.26% |
$218K - $232K
|
43.1K
$1.89M
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
5.7KNew |
$218K - $232K
|
5.7K
$250K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.51K+ 105.29% |
$211K - $224K
|
10.7K
$471K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
5.44K+ 67.05% |
$208K - $221K
|
13.6K
$594K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
5.22KNew |
$200K - $212K
|
5.22K
$229K
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.99K+ 70.74% |
$191K - $203K
|
12K
$527K
|
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.94KNew |
$189K - $201K
|
4.94K
$216K
|
|
|
Oct 27, 2021
Q3 2021
|
Private Wealth Group, LLC
|
BUY
|
- |
4.31K+ 13.25% |
$165K - $175K
|
36.9K
$1.62M
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
3.77K+ 8.31% |
$144K - $153K
|
49.1K
$2.15M
|
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3.21KNew |
$123K - $130K
|
3.21K
$141K
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.98K+ 1124.91% |
$114K - $121K
|
3.25K
$142K
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2.84KNew |
$108K - $115K
|
2.84K
$124K
|
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.7K+ 33.75% |
$103K - $110K
|
10.7K
$469K
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.68K+ 4.47% |
$102K - $109K
|
62.6K
$2.74M
|
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.67K+ 5.02% |
$102K - $108K
|
55.8K
$2.45M
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.62K+ 14.33% |
$100K - $106K
|
20.9K
$915K
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
2.61K+ 19.14% |
$99.6K - $106K
|
16.2K
$711K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
2.57K+ 88.08% |
$98.2K - $105K
|
5.49K
$241K
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Os, LLC
|
BUY
|
- |
2.49K+ 2.49% |
$95.1K - $101K
|
102K
$4.49M
|
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2.16K+ 9.18% |
$82.6K - $87.9K
|
25.7K
$1.13M
|
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.01K+ 19.49% |
$76.6K - $81.6K
|
12.3K
$539K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.01K+ 21.17% |
$76.6K - $81.5K
|
11.5K
$503K
|
|
|
Nov 10, 2021
Q3 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
2K+ 29.78% |
$76.5K - $81.4K
|
8.73K
$382K
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
2K+ 6.4% |
$76.5K - $81.4K
|
33.3K
$1.46M
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.97K+ 17.42% |
$75.1K - $80K
|
13.3K
$581K
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.95K+ 218.54% |
$74.3K - $79.1K
|
2.84K
$124K
|
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
1.94K+ 10.15% |
$74.1K - $78.9K
|
21.1K
$922K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.93K+ 27.96% |
$73.6K - $78.3K
|
8.82K
$386K
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.64K+ 10.05% |
$62.5K - $66.5K
|
17.9K
$785K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.49K+ 8.15% |
$56.7K - $60.4K
|
19.7K
$863K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.4KNew |
$53.5K - $56.9K
|
1.4K
$61.3K
|
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.38K+ 137.5% |
$52.5K - $55.9K
|
2.38K
$104K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.31K+ 23.87% |
$50K - $53.2K
|
6.79K
$298K
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.28K+ 2.4% |
$48.9K - $52.1K
|
54.7K
$2.4M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.22K+ 20.93% |
$46.5K - $49.5K
|
7.03K
$308K
|
|
|
Oct 26, 2021
Q3 2021
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.05K+ 45.31% |
$40.2K - $42.8K
|
3.38K
$148K
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
1.02K+ 3.74% |
$38.9K - $41.4K
|
28.3K
$1.24M
|
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
BUY
|
- |
1.01K+ 26.92% |
$38.6K - $41.1K
|
4.76K
$209K
|
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.01K+ 4.66% |
$38.5K - $41K
|
22.6K
$992K
|