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
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.44KClosed |
$54.8K - $58.4K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.53K- 4.19% |
$58.6K - $62.3K
|
35K
$1.54M
|
|
Nov 03, 2021
Q3 2021
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-1.7K- 3.14% |
$65K - $69.1K
|
52.4K
$2.3M
|
|
Nov 15, 2021
Q3 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.86K- 21.86% |
$71.1K - $75.7K
|
6.66K
$292K
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.87K- 44.4% |
$71.3K - $75.8K
|
2.34K
$102K
|
|
Oct 13, 2021
Q3 2021
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-2.77K- 14.91% |
$106K - $113K
|
15.8K
$692K
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-2.99K- 16.54% |
$114K - $122K
|
15.1K
$661K
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-3K- 7.09% |
$115K - $122K
|
39.3K
$1.72M
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-3.38K- 23.83% |
$129K - $137K
|
10.8K
$473K
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.6K- 22.5% |
$138K - $147K
|
12.4K
$544K
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.14K- 20.78% |
$158K - $168K
|
15.8K
$691K
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.44K- 61.55% |
$169K - $180K
|
2.77K
$121K
|
|
Nov 12, 2021
Q3 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.12KClosed |
$196K - $208K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-5.35KClosed |
$204K - $217K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-5.77KClosed |
$220K - $235K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-5.89KClosed |
$225K - $239K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.44K- 11.77% |
$246K - $262K
|
48.3K
$2.12M
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
SELL
|
- |
-6.52K- 51.22% |
$249K - $265K
|
6.21K
$272K
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-6.68KClosed |
$255K - $272K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-7.01K- 53.61% |
$268K - $285K
|
6.07K
$266K
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.27K- 12.61% |
$278K - $296K
|
50.4K
$2.21M
|
|
Nov 02, 2021
Q3 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-7.34K- 7.13% |
$281K - $299K
|
95.6K
$4.19M
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-8.92KClosed |
$341K - $363K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.48KClosed |
$362K - $385K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-10.3K- 45.17% |
$394K - $419K
|
12.5K
$548K
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-11.9K- 56.68% |
$455K - $484K
|
9.09K
$398K
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-12.3K- 28.76% |
$471K - $502K
|
30.6K
$1.34M
|
|
Oct 13, 2021
Q3 2021
|
Andesa Financial Management Inc.
|
SELL
|
- |
-14.1K- 50.0% |
$539K - $573K
|
14.1K
$618K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-14.8K- 10.91% |
$567K - $604K
|
121K
$5.31M
|
|
Nov 03, 2021
Q3 2021
|
Congress Park Capital LLC
|
SELL
|
- |
-17.1KClosed |
$652K - $694K
|
0
$0
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-19.4K- 69.85% |
$742K - $790K
|
8.38K
$367K
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
SELL
|
- |
-19.7KClosed |
$754K - $803K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-20.1KClosed |
$766K - $816K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-26.8K- 54.76% |
$1.02M - $1.09M
|
22.1K
$969K
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-27.9K- 35.41% |
$1.07M - $1.14M
|
50.9K
$2.23M
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-32.8K- 7.38% |
$1.25M - $1.33M
|
411K
$18M
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-33.1KClosed |
$1.26M - $1.35M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-39.6K- 0.7% |
$1.51M - $1.61M
|
5.66M
$248M
|
|
Nov 15, 2021
Q3 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-45.9K- 27.21% |
$1.75M - $1.87M
|
123K
$5.38M
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-51.5KClosed |
$1.97M - $2.09M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-62.5K- 92.58% |
$2.39M - $2.54M
|
5.01K
$220K
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-62.7KClosed |
$2.4M - $2.55M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-67.2K- 15.69% |
$2.57M - $2.73M
|
361K
$15.8M
|
|
Jan 25, 2022
Q3 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-67.2KClosed |
$2.57M - $2.73M
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-91.4K- 19.88% |
$3.49M - $3.72M
|
369K
$16.2M
|
|
Nov 10, 2021
Q3 2021
|
Gunma Bank,Ltd.
|
SELL
|
- |
-102KClosed |
$3.9M - $4.15M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-131K- 33.71% |
$5M - $5.33M
|
257K
$11.3M
|
|
Oct 19, 2021
Q3 2021
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-180KClosed |
$6.88M - $7.32M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Delta Investment Management, LLC
|
SELL
|
- |
-205KClosed |
$7.83M - $8.34M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-313K- 77.13% |
$12M - $12.7M
|
93K
$4.07M
|