Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2022
Q4 2021
|
Acas, LLC
|
BUY
|
- |
4.77KNew |
$185K - $200K
|
4.77K
$211K
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.46K+ 9.29% |
$174K - $187K
|
52.4K
$2.32M
|
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
4.33K+ 20.58% |
$169K - $182K
|
25.4K
$1.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
4.1K+ 30.27% |
$160K - $173K
|
17.7K
$782K
|
|
|
Feb 10, 2022
Q4 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
4.05K+ 9.41% |
$158K - $170K
|
47.1K
$2.09M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.03K+ 37.51% |
$157K - $169K
|
14.8K
$654K
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
3.84K+ 7.82% |
$150K - $162K
|
53K
$2.35M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.71K+ 9.92% |
$144K - $156K
|
41.1K
$1.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.68KNew |
$143K - $155K
|
3.68K
$163K
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
3.67K+ 59.11% |
$143K - $154K
|
9.88K
$437K
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.6K+ 29.03% |
$140K - $152K
|
16K
$709K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
3.48KNew |
$135K - $146K
|
3.48K
$154K
|
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
BUY
|
- |
3.4K+ 3.16% |
$132K - $143K
|
111K
$4.92M
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
3.23K+ 18.17% |
$126K - $136K
|
21K
$930K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.12K+ 44.36% |
$121K - $131K
|
10.2K
$449K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.08K+ 0.75% |
$120K - $130K
|
414K
$18.3M
|
|
|
Jan 21, 2022
Q4 2021
|
Ewg Elevate Inc.
|
BUY
|
- |
3.01K+ 5.53% |
$117K - $126K
|
57.4K
$2.54M
|
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.71K+ 20.55% |
$105K - $114K
|
15.9K
$704K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.7K+ 39.78% |
$105K - $114K
|
9.49K
$420K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.67K+ 4.06% |
$104K - $112K
|
68.4K
$3.03M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Os, LLC
|
BUY
|
- |
2.55K+ 2.49% |
$99.1K - $107K
|
105K
$4.64M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.53K+ 1.85% |
$98.4K - $106K
|
139K
$6.17M
|
|
|
Mar 10, 2022
Q4 2021
|
Values First Advisors, Inc.
|
BUY
|
- |
2.28KNew |
$88.9K - $96K
|
2.28K
$101K
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.18K+ 3.91% |
$84.8K - $91.7K
|
58K
$2.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.11K+ 0.83% |
$82.1K - $88.7K
|
255K
$11.3M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
2.08K+ 57.22% |
$80.8K - $87.3K
|
5.71K
$253K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.98K+ 88.47% |
$77.1K - $83.3K
|
4.22K
$187K
|
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
1.88K+ 2.47% |
$73.3K - $79.2K
|
78.1K
$3.46M
|
|
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.76KNew |
$68.4K - $73.9K
|
1.76K
$77.8K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.71KNew |
$66.5K - $71.8K
|
1.71K
$75.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.7K+ 60.0% |
$66.2K - $71.5K
|
4.54K
$201K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.65KNew |
$64.3K - $69.5K
|
1.65K
$73.2K
|
|
|
Jan 28, 2022
Q4 2021
|
Berkshire Bank
|
BUY
|
- |
1.61K+ 20.66% |
$62.5K - $67.5K
|
9.37K
$415K
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.52K+ 23.85% |
$59.3K - $64.1K
|
7.91K
$350K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.52K+ 18.11% |
$59.1K - $63.8K
|
9.9K
$438K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.42K+ 2.81% |
$55.2K - $59.7K
|
51.8K
$2.29M
|
|
|
Feb 01, 2022
Q4 2021
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1.4K+ 6.34% |
$54.5K - $58.9K
|
23.5K
$1.04M
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.31K+ 8.85% |
$51.1K - $55.2K
|
16.1K
$714K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.21KNew |
$46.9K - $50.7K
|
1.21K
$53.4K
|
|
|
Jan 28, 2022
Q4 2021
|
Wespac Advisors, LLC
|
BUY
|
- |
1.18K+ 4.49% |
$45.8K - $49.5K
|
27.4K
$1.21M
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
1.16KNew |
$45.1K - $48.8K
|
1.16K
$51.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.03K+ 2.01% |
$39.9K - $43.1K
|
52K
$2.3M
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
1.03K+ 21.97% |
$39.9K - $43.1K
|
5.69K
$252K
|
|
|
Feb 08, 2022
Q4 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.02K+ 13.9% |
$39.6K - $42.8K
|
8.34K
$369K
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
BUY
|
- |
811New |
$31.6K - $34.1K
|
811
$35.9K
|
|
|
Feb 08, 2022
Q4 2021
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
800+ 10.47% |
$31.1K - $33.6K
|
8.44K
$374K
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
738+ 3.49% |
$28.7K - $31K
|
21.9K
$968K
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
686+ 0.77% |
$26.7K - $28.8K
|
89.4K
$3.96M
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
662+ 11.12% |
$25.8K - $27.8K
|
6.62K
$293K
|
|
|
Jan 25, 2022
Q4 2021
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
651+ 0.47% |
$25.3K - $27.4K
|
138K
$6.1M
|