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 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-21.6K- 9.8% |
$749K - $837K
|
198K
$8.86M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-25.8K- 3.1% |
$897K - $1M
|
806K
$36M
|
|
|
Nov 09, 2023
Q3 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-26.1K- 31.61% |
$906K - $1.01M
|
56.4K
$2.52M
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-27.7K- 77.26% |
$962K - $1.08M
|
8.15K
$364K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-31.7K- 71.22% |
$1.1M - $1.23M
|
12.8K
$572K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-34K- 7.93% |
$1.18M - $1.32M
|
394K
$17.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-34.2K- 99.33% |
$1.19M - $1.33M
|
232
$10.4K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-34.2K- 50.15% |
$1.19M - $1.33M
|
34K
$1.52M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-35.7K- 23.49% |
$1.24M - $1.39M
|
116K
$5.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-36.3K- 84.85% |
$1.26M - $1.41M
|
6.48K
$289K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-36.5K- 33.57% |
$1.27M - $1.42M
|
72.3K
$3.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-37.5K- 24.28% |
$1.3M - $1.46M
|
117K
$5.22M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-45K- 63.23% |
$1.56M - $1.75M
|
26.1K
$1.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-45.2K- 69.0% |
$1.57M - $1.76M
|
20.3K
$907K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-46.3K- 44.15% |
$1.61M - $1.8M
|
58.6K
$2.62M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-48.1K- 64.27% |
$1.67M - $1.87M
|
26.7K
$1.19M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-53.3K- 97.37% |
$1.85M - $2.07M
|
1.44K
$64.2K
|
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-67.4K- 8.05% |
$2.34M - $2.62M
|
769K
$34.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-70.2K- 80.7% |
$2.44M - $2.73M
|
16.8K
$750K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-82K- 30.35% |
$2.85M - $3.19M
|
188K
$8.41M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-93.4K- 24.36% |
$3.25M - $3.63M
|
290K
$13M
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-96.9K- 26.93% |
$3.37M - $3.76M
|
263K
$11.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-100K- 47.45% |
$3.48M - $3.89M
|
111K
$4.95M
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
SELL
|
- |
-104K- 93.34% |
$3.61M - $4.04M
|
7.42K
$331K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-134K- 14.42% |
$4.67M - $5.21M
|
797K
$35.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-142K- 4.32% |
$4.94M - $5.52M
|
3.15M
$141M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-198K- 7.01% |
$6.89M - $7.7M
|
2.63M
$118M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-230K- 96.03% |
$7.98M - $8.92M
|
9.49K
$424K
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-1.73M- 9.44% |
$60.3M - $67.4M
|
16.6M
$743M
|