Purchases and Sales Made in Q3 2022 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 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20.6K+ 31.25% |
$731K - $894K
|
86.6K
$3.74M
|
|
|
Nov 08, 2022
Q3 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
20.1KNew |
$712K - $871K
|
20.1K
$868K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
19.8KNew |
$701K - $857K
|
19.8K
$854K
|
|
|
Nov 10, 2022
Q3 2022
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
19.6K+ 5.47% |
$696K - $851K
|
379K
$16.4M
|
|
|
Oct 11, 2022
Q3 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
18.7KNew |
$664K - $812K
|
18.7K
$809K
|
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
16.9KNew |
$600K - $734K
|
16.9K
$732K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
16.1K+ 4594.57% |
$570K - $698K
|
16.4K
$710K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.8K+ 38.4% |
$562K - $687K
|
57.1K
$2.47M
|
|
|
Nov 04, 2022
Q3 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
14.7KNew |
$521K - $637K
|
14.7K
$635K
|
|
|
Nov 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
14.4K+ 31.72% |
$510K - $624K
|
59.7K
$2.58M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
14.2KNew |
$503K - $615K
|
14.2K
$613K
|
|
|
Nov 03, 2022
Q3 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
14.1K+ 100.0% |
$500K - $612K
|
28.2K
$1.22M
|
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13.4KNew |
$476K - $582K
|
13.4K
$580K
|
|
|
Nov 14, 2022
Q3 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
13.4KNew |
$475K - $581K
|
13.4K
$579K
|
|
|
Nov 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
BUY
|
- |
13.4KNew |
$474K - $580K
|
13.4K
$578K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
12.9K+ 43.46% |
$459K - $562K
|
42.7K
$1.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
12.8K+ 38.56% |
$453K - $555K
|
45.9K
$1.99M
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
12.7KNew |
$451K - $551K
|
12.7K
$549K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
12K+ 127.17% |
$425K - $520K
|
21.4K
$925K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
11.8K+ 4.48% |
$417K - $510K
|
274K
$11.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
11.5K+ 14.56% |
$408K - $499K
|
90.4K
$3.91M
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
11.5K+ 57.95% |
$406K - $497K
|
31.2K
$1.35M
|
|
|
Oct 13, 2022
Q3 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
11.3K+ 45.5% |
$401K - $491K
|
36.2K
$1.56M
|
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
11.3K+ 12.43% |
$401K - $490K
|
102K
$4.42M
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
11.2K+ 71.24% |
$399K - $488K
|
27K
$1.17M
|
|
|
Oct 12, 2022
Q3 2022
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
10.9K+ 6.8% |
$386K - $473K
|
171K
$7.39M
|
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
10.7K+ 10.91% |
$380K - $464K
|
109K
$4.7M
|
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
BUY
|
- |
10.6K+ 4.62% |
$374K - $458K
|
239K
$10.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
10.4K+ 67.44% |
$369K - $452K
|
25.9K
$1.12M
|
|
|
Oct 13, 2022
Q3 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
10.1KNew |
$357K - $437K
|
10.1K
$435K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.99K+ 30.06% |
$354K - $433K
|
43.2K
$1.87M
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
9.76K+ 18.1% |
$346K - $423K
|
63.7K
$2.75M
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
9.7K+ 137.45% |
$344K - $421K
|
16.8K
$724K
|
|
|
Oct 18, 2022
Q3 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
9.63KNew |
$341K - $418K
|
9.63K
$416K
|
|
|
Oct 11, 2022
Q3 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
9.56KNew |
$339K - $415K
|
9.56K
$413K
|
|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
8.74KNew |
$310K - $379K
|
8.74K
$378K
|
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
8.68K+ 15.31% |
$308K - $376K
|
65.4K
$2.82M
|
|
|
Nov 10, 2022
Q3 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
BUY
|
- |
8.54K+ 47.97% |
$303K - $371K
|
26.3K
$1.14M
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.53KNew |
$303K - $370K
|
8.53K
$369K
|
|
|
Oct 17, 2022
Q3 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
8.48K+ 2.1% |
$301K - $368K
|
412K
$17.8M
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Consulate, Inc
|
BUY
|
- |
8.4K+ 151.31% |
$298K - $365K
|
14K
$603K
|
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
BUY
|
- |
8.4K+ 10.4% |
$298K - $364K
|
89.2K
$3.85M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.64K+ 5.44% |
$271K - $331K
|
148K
$6.39M
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
7.4K+ 25.92% |
$262K - $321K
|
35.9K
$1.55M
|
|
|
Oct 18, 2022
Q3 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
7.14K+ 98.8% |
$253K - $310K
|
14.4K
$621K
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7.12K+ 20.03% |
$253K - $309K
|
42.7K
$1.84M
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7.12K+ 20.03% |
$253K - $309K
|
42.7K
$1.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.04KNew |
$250K - $305K
|
7.04K
$304K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
6.65K+ 13.19% |
$236K - $288K
|
57.1K
$2.47M
|
|
|
Oct 13, 2022
Q3 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
6.51KNew |
$231K - $282K
|
6.51K
$281K
|