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 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.48K+ 25.45% |
$230K - $281K
|
32K
$1.38M
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
6.4KNew |
$227K - $278K
|
6.4K
$277K
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.3KNew |
$224K - $273K
|
6.3K
$272K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
6.24K+ 36.42% |
$221K - $271K
|
23.4K
$1.01M
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
6.14KNew |
$218K - $266K
|
6.14K
$265K
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
6.08K+ 13.08% |
$216K - $264K
|
52.6K
$2.27M
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
5.97K+ 3.67% |
$212K - $259K
|
169K
$7.3M
|
|
Nov 14, 2022
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
5.97K+ 3.66% |
$212K - $259K
|
169K
$7.3M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.88K+ 16.49% |
$208K - $255K
|
41.5K
$1.79M
|
|
Oct 26, 2022
Q3 2022
|
Financial Insights, Inc.
|
BUY
|
- |
5.45K+ 45.6% |
$193K - $236K
|
17.4K
$752K
|
|
Nov 07, 2022
Q3 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
5.17K+ 9.25% |
$183K - $224K
|
61K
$2.64M
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
5.06K+ 62.32% |
$179K - $219K
|
13.2K
$569K
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
4.9K+ 0.61% |
$174K - $212K
|
806K
$34.8M
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.81KNew |
$171K - $209K
|
4.81K
$208K
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4.7K+ 419.27% |
$167K - $204K
|
5.82K
$252K
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.65K+ 77.67% |
$165K - $202K
|
10.6K
$460K
|
|
Oct 24, 2022
Q3 2022
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
4.4K+ 15.81% |
$156K - $191K
|
32.2K
$1.39M
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.34K+ 123.54% |
$154K - $188K
|
7.84K
$339K
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.26K+ 6.05% |
$151K - $185K
|
74.6K
$3.23M
|
|
Oct 11, 2022
Q3 2022
|
Bell Bank
|
BUY
|
- |
3.99K+ 19.21% |
$142K - $173K
|
24.8K
$1.07M
|
|
Nov 08, 2022
Q3 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.95K+ 13.67% |
$140K - $171K
|
32.8K
$1.42M
|
|
Oct 17, 2022
Q3 2022
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
3.91K+ 7.13% |
$139K - $169K
|
58.7K
$2.54M
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.86K+ 38.5% |
$137K - $168K
|
13.9K
$601K
|
|
Dec 19, 2024
Q3 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.78K+ 49.26% |
$134K - $164K
|
11.5K
$495K
|
|
Oct 17, 2022
Q3 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.67K+ 6.03% |
$130K - $159K
|
64.6K
$2.79M
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.64K+ 27.21% |
$129K - $158K
|
17K
$735K
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.63K+ 39.71% |
$129K - $158K
|
12.8K
$553K
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.63K+ 39.71% |
$129K - $158K
|
12.8K
$553K
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.52KNew |
$125K - $153K
|
3.52K
$152K
|
|
Nov 09, 2022
Q3 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
3.29K+ 59.61% |
$117K - $143K
|
8.82K
$381K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.22K+ 15.1% |
$114K - $140K
|
24.6K
$1.06M
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
3.17K+ 36.99% |
$112K - $137K
|
11.7K
$507K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
3.07K+ 19.26% |
$109K - $133K
|
19K
$821K
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.89K+ 12.5% |
$102K - $125K
|
26K
$1.12M
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.59K+ 2.94% |
$91.7K - $112K
|
90.5K
$3.91M
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
2.46K+ 133.48% |
$87.4K - $107K
|
4.31K
$186K
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.41K+ 7.35% |
$85.5K - $105K
|
35.2K
$1.52M
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.37K+ 6.33% |
$84.2K - $103K
|
39.9K
$1.72M
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.31K+ 12.84% |
$81.8K - $100K
|
20.3K
$877K
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.29K+ 29.9% |
$81.1K - $99.2K
|
9.93K
$429K
|
|
Nov 10, 2022
Q3 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
2.22K+ 26.48% |
$78.9K - $96.5K
|
10.6K
$459K
|
|
Nov 14, 2022
Q3 2022
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
2.19K+ 3.71% |
$77.8K - $95.2K
|
61.4K
$2.65M
|
|
Oct 12, 2022
Q3 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.99K+ 21.13% |
$70.5K - $86.3K
|
11.4K
$493K
|
|
Nov 07, 2022
Q3 2022
|
Berkshire Bank
|
BUY
|
- |
1.9K+ 7.99% |
$67.4K - $82.4K
|
25.7K
$1.11M
|
|
Oct 20, 2022
Q3 2022
|
First Premier Bank
|
BUY
|
- |
1.73K+ 2.39% |
$61.4K - $75.1K
|
74.3K
$3.21M
|
|
Nov 22, 2022
Q3 2022
|
Coombe, Bender & CO LLC
|
BUY
|
- |
1.72K+ 1.57% |
$61.1K - $74.7K
|
112K
$4.83M
|
|
Nov 01, 2022
Q3 2022
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
1.63K+ 0.58% |
$57.6K - $70.5K
|
282K
$12.2M
|
|
Nov 09, 2022
Q3 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.6KNew |
$56.8K - $69.4K
|
1.6K
$69.2K
|
|
Nov 10, 2022
Q3 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1.59K+ 1058.67% |
$56.3K - $68.9K
|
1.74K
$75.1K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
1.48K+ 24.18% |
$52.5K - $64.2K
|
7.61K
$329K
|