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 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
18+ 1.2% |
$626 - $699
|
1.52K
$68K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
15+ 0.19% |
$521 - $583
|
8.1K
$362K
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
14+ 1.26% |
$487 - $544
|
1.12K
$50.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.87% |
$487 - $544
|
1.62K
$72.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
13+ 1.24% |
$452 - $505
|
1.06K
$47.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
6+ 1.14% |
$209 - $233
|
532
$23.8K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5+ 0.16% |
$174 - $194
|
3.15K
$140K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3+ 0.2% |
$104 - $117
|
1.49K
$66.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
3+ 0.03% |
$104 - $117
|
9.05K
$404K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
3+ 0.06% |
$104 - $117
|
5.06K
$226K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.01% |
$104 - $117
|
43.8K
$1.96M
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 5.56% |
$34.8 - $38.8
|
19
$849
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 1.28% |
$34.8 - $38.8
|
79
$3.53K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 3.45% |
$34.8 - $38.8
|
30
$1.34K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-5- 0.33% |
$174 - $194
|
1.5K
$67K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-14- 5.6% |
$487 - $544
|
236
$10.5K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-18- 0.11% |
$626 - $699
|
15.9K
$710K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-21- 0.03% |
$730 - $816
|
83.4K
$3.73M
|
|
|
Oct 10, 2023
Q3 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-21- 0.05% |
$730 - $816
|
40.4K
$1.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-27- 0.89% |
$938 - $1.05K
|
3K
$134K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-35- 13.46% |
$1.22K - $1.36K
|
225
$10.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-44- 0.44% |
$1.53K - $1.71K
|
9.95K
$444K
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-58- 0.03% |
$2.02K - $2.25K
|
214K
$9.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-90- 0.1% |
$3.13K - $3.5K
|
91.1K
$4.07M
|
|
|
Oct 06, 2023
Q3 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-91- 0.81% |
$3.16K - $3.53K
|
11.1K
$497K
|
|
|
Nov 13, 2023
Q3 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-105- 0.98% |
$3.65K - $4.08K
|
10.6K
$474K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-118- 37.58% |
$4.1K - $4.58K
|
196
$8.76K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-120- 3.8% |
$4.17K - $4.66K
|
3.04K
$136K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-130- 1.45% |
$4.52K - $5.05K
|
8.86K
$396K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-140- 1.6% |
$4.87K - $5.44K
|
8.61K
$385K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-157- 0.25% |
$5.46K - $6.1K
|
62.8K
$2.81M
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-175- 1.93% |
$6.08K - $6.8K
|
8.89K
$397K
|
|
|
Nov 02, 2023
Q3 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-181- 2.28% |
$6.29K - $7.03K
|
7.77K
$347K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-198Closed |
$6.88K - $7.69K
|
0
$0
|
|
|
Oct 16, 2023
Q3 2023
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-213- 0.85% |
$7.4K - $8.27K
|
24.8K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-217- 0.52% |
$7.54K - $8.43K
|
41.5K
$1.85M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-218- 0.3% |
$7.58K - $8.47K
|
73.6K
$3.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-222- 0.79% |
$7.71K - $8.62K
|
27.8K
$1.24M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-229- 1.08% |
$7.96K - $8.89K
|
21K
$938K
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-230- 2.96% |
$7.99K - $8.93K
|
7.54K
$337K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-243- 0.52% |
$8.44K - $9.44K
|
46.1K
$2.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-262- 0.63% |
$9.1K - $10.2K
|
41.3K
$1.85M
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-277- 22.11% |
$9.63K - $10.8K
|
976
$43.6K
|
|
|
Oct 20, 2023
Q3 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-300- 4.15% |
$10.4K - $11.7K
|
6.92K
$309K
|
|
|
Oct 30, 2023
Q3 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-324- 0.1% |
$11.3K - $12.6K
|
331K
$14.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-326- 1.52% |
$11.3K - $12.7K
|
21.1K
$944K
|
|
|
Oct 17, 2023
Q3 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-350- 3.01% |
$12.2K - $13.6K
|
11.3K
$503K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-355- 4.46% |
$12.3K - $13.8K
|
7.61K
$340K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-381- 5.29% |
$13.2K - $14.8K
|
6.82K
$304K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-402- 1.55% |
$14K - $15.6K
|
25.5K
$1.14M
|