Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2023
Q3 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
6.73KNew |
$234K - $261K
|
6.73K
$286K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
6.18K+ 52.24% |
$215K - $240K
|
18K
$764K
|
|
|
Nov 09, 2023
Q3 2023
|
Sws Partners
|
BUY
|
- |
5.74K+ 3.07% |
$199K - $223K
|
193K
$8.19M
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
5.63K+ 60.33% |
$196K - $219K
|
15K
$635K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
5.38K+ 16.6% |
$187K - $209K
|
37.8K
$1.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.27K+ 5.1% |
$183K - $204K
|
109K
$4.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.06K+ 64.33% |
$176K - $196K
|
12.9K
$549K
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
5.06K+ 15.69% |
$176K - $196K
|
37.3K
$1.58M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.82K+ 5.73% |
$167K - $187K
|
89K
$3.78M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
4.19K+ 95.94% |
$145K - $163K
|
8.55K
$363K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
4.17K+ 18.42% |
$145K - $162K
|
26.8K
$1.14M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
3.84K+ 4.09% |
$133K - $149K
|
97.6K
$4.15M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.83K+ 4.31% |
$133K - $149K
|
92.7K
$3.94M
|
|
|
Oct 24, 2023
Q3 2023
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
3.74K+ 2.49% |
$130K - $145K
|
154K
$6.54M
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
3.56K+ 13.65% |
$124K - $138K
|
29.6K
$1.26M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.37K+ 11.45% |
$117K - $131K
|
32.8K
$1.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
3.21K+ 3.79% |
$112K - $125K
|
88K
$3.74M
|
|
|
Oct 24, 2023
Q3 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
3.12K+ 2.32% |
$108K - $121K
|
137K
$5.83M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.1K+ 14.78% |
$108K - $120K
|
24.1K
$1.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
2.87K+ 32.82% |
$99.7K - $111K
|
11.6K
$493K
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
2.58K+ 14.28% |
$89.5K - $100K
|
20.6K
$876K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.51KNew |
$87.3K - $97.6K
|
2.51K
$107K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.43K+ 57.54% |
$84.3K - $94.3K
|
6.65K
$282K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.41K+ 2.62% |
$83.6K - $93.4K
|
94K
$3.99M
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2.4KNew |
$83.4K - $93.3K
|
2.4K
$102K
|
|
|
Oct 20, 2023
Q3 2023
|
Security National Bank
|
BUY
|
- |
2.07K+ 26.99% |
$72.1K - $80.6K
|
9.76K
$415K
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2K+ 3.57% |
$69.5K - $77.7K
|
58K
$2.46M
|
|
|
Oct 25, 2023
Q3 2023
|
Vantage Investment Partners, LLC
|
BUY
|
- |
1.8K+ 26.4% |
$62.6K - $69.9K
|
8.62K
$366K
|
|
|
May 28, 2025
Q3 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.76K+ 2.72% |
$61.2K - $68.4K
|
66.6K
$2.83M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.7K+ 8.91% |
$59.1K - $66.1K
|
20.8K
$884K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.66K+ 6.14% |
$57.6K - $64.4K
|
28.6K
$1.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
1.52K+ 14.04% |
$52.7K - $58.9K
|
12.3K
$524K
|
|
|
Nov 01, 2023
Q3 2023
|
Financial Life Advisors
|
BUY
|
- |
1.45K+ 13.18% |
$50.4K - $56.3K
|
12.4K
$529K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
1.44KNew |
$49.9K - $55.7K
|
1.44K
$61K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.34KNew |
$46.5K - $51.9K
|
1.34K
$56.8K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.28KNew |
$44.6K - $49.9K
|
1.28K
$54.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.27K+ 19.6% |
$44.2K - $49.4K
|
7.76K
$330K
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.17K+ 1.54% |
$40.7K - $45.5K
|
77.4K
$3.29M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.06K+ 16.98% |
$36.9K - $41.2K
|
7.32K
$311K
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.01K+ 1.37% |
$35.2K - $39.3K
|
75.2K
$3.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.01KNew |
$35.2K - $39.3K
|
1.01K
$43K
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
797+ 1.24% |
$27.7K - $31K
|
65.1K
$2.77M
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
748New |
$26K - $29.1K
|
748
$31.8K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
700+ 49.68% |
$24.3K - $27.2K
|
2.11K
$89.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
680+ 39.47% |
$23.6K - $26.4K
|
2.4K
$102K
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
653+ 0.84% |
$22.7K - $25.4K
|
77.9K
$3.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
641+ 0.65% |
$22.3K - $24.9K
|
99.4K
$4.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
632+ 6.36% |
$22K - $24.5K
|
10.6K
$449K
|
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
620+ 3.75% |
$21.5K - $24.1K
|
17.1K
$728K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
565+ 7.77% |
$19.6K - $21.9K
|
7.83K
$333K
|