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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
497+ 2.06% |
$17.3K - $19.3K
|
24.7K
$1.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
476+ 2.42% |
$16.5K - $18.5K
|
20.2K
$901K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
470New |
$16.3K - $18.3K
|
470
$21K
|
|
|
Oct 10, 2023
Q3 2023
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
470+ 0.25% |
$16.3K - $18.3K
|
187K
$8.34M
|
|
|
Oct 23, 2023
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
450New |
$15.6K - $17.5K
|
450
$20.1K
|
|
|
Oct 24, 2023
Q3 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
414+ 3.68% |
$14.4K - $16.1K
|
11.7K
$521K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
411+ 1.94% |
$14.3K - $16K
|
21.6K
$963K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
400+ 10000.0% |
$13.9K - $15.5K
|
404
$18K
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
368+ 3.2% |
$12.8K - $14.3K
|
11.9K
$530K
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
358+ 3.01% |
$12.4K - $13.9K
|
12.2K
$547K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
339+ 0.41% |
$11.8K - $13.2K
|
82.4K
$3.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
330+ 4.76% |
$11.5K - $12.8K
|
7.26K
$324K
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
315+ 7.66% |
$10.9K - $12.2K
|
4.43K
$198K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
312+ 90.96% |
$10.8K - $12.1K
|
655
$29.3K
|
|
|
Nov 01, 2023
Q3 2023
|
Berkshire Bank
|
BUY
|
- |
308+ 0.87% |
$10.7K - $12K
|
35.6K
$1.59M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
282+ 1.88% |
$9.8K - $11K
|
15.2K
$681K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
280+ 18.18% |
$9.73K - $10.9K
|
1.82K
$81.3K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
264New |
$9.17K - $10.3K
|
264
$11.8K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
257+ 2.66% |
$8.93K - $9.98K
|
9.91K
$442K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
221+ 401.82% |
$7.68K - $8.58K
|
276
$12.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
219+ 2.42% |
$7.61K - $8.51K
|
9.28K
$415K
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
189+ 0.68% |
$6.57K - $7.34K
|
28K
$1.25M
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
188+ 0.74% |
$6.53K - $7.3K
|
25.5K
$1.14M
|
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
184+ 1.41% |
$6.39K - $7.15K
|
13.2K
$592K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
171+ 3.04% |
$5.94K - $6.64K
|
5.79K
$259K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
140+ 0.46% |
$4.87K - $5.44K
|
30.4K
$1.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
131+ 107.38% |
$4.55K - $5.09K
|
253
$11.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
127+ 1.22% |
$4.41K - $4.93K
|
10.6K
$472K
|
|
|
Oct 10, 2023
Q3 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
127+ 1.22% |
$4.41K - $4.93K
|
10.6K
$472K
|
|
|
Oct 10, 2023
Q3 2023
|
Simpli Fi, Inc.
|
BUY
|
- |
126+ 1.22% |
$4.38K - $4.89K
|
10.5K
$469K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
94+ 9.95% |
$3.27K - $3.65K
|
1.04K
$46.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
90+ 0.13% |
$3.13K - $3.5K
|
66.8K
$2.98M
|
|
|
Nov 09, 2023
Q3 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
87+ 0.96% |
$3.02K - $3.38K
|
9.17K
$410K
|
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
87+ 1.03% |
$3.02K - $3.38K
|
8.5K
$380K
|
|
|
Feb 13, 2025
Q3 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
83+ 1.21% |
$2.88K - $3.22K
|
6.94K
$310K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
80New |
$2.78K - $3.11K
|
80
$3.57K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
75+ 1.32% |
$2.61K - $2.91K
|
5.75K
$257K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
65+ 0.36% |
$2.26K - $2.52K
|
18K
$804K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
64+ 0.48% |
$2.22K - $2.49K
|
13.4K
$600K
|
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
62+ 0.22% |
$2.15K - $2.41K
|
28K
$1.25M
|
|
|
Oct 24, 2023
Q3 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
56+ 0.86% |
$1.95K - $2.18K
|
6.56K
$293K
|
|
|
Apr 22, 2024
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
50+ 12.5% |
$1.74K - $1.94K
|
450
$20.1K
|
|
|
Oct 31, 2023
Q3 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
43+ 0.48% |
$1.49K - $1.67K
|
9.07K
$405K
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
40New |
$1.39K - $1.55K
|
40
$1.79K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
37+ 0.18% |
$1.29K - $1.44K
|
20.6K
$920K
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
30+ 0.16% |
$1.04K - $1.17K
|
18.8K
$842K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
26+ 0.63% |
$904 - $1.01K
|
4.13K
$184K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
23+ 0.14% |
$799 - $893
|
16.2K
$723K
|
|
|
Oct 26, 2023
Q3 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
21+ 0.09% |
$730 - $816
|
24.1K
$1.08M
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
20+ 23.81% |
$695 - $777
|
104
$4.65K
|