Purchases and Sales Made in Q4 2022 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 2022. 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 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.73KNew |
$239K - $281K
|
6.73K
$297K
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
6.45KNew |
$229K - $269K
|
6.45K
$285K
|
|
|
Feb 02, 2023
Q4 2022
|
Berkshire Bank
|
BUY
|
- |
6.34K+ 24.68% |
$225K - $264K
|
32K
$1.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
6.33K+ 9.07% |
$225K - $264K
|
76.1K
$3.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
6.27K+ 9.6% |
$223K - $262K
|
71.6K
$3.16M
|
|
|
Jan 30, 2023
Q4 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
6.26KNew |
$222K - $261K
|
6.26K
$276K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
6.26KNew |
$222K - $261K
|
6.26K
$276K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.25K+ 17.74% |
$222K - $261K
|
41.5K
$1.83M
|
|
|
Jan 26, 2023
Q4 2022
|
Acas, LLC
|
BUY
|
- |
5.97KNew |
$212K - $249K
|
5.97K
$263K
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
5.76K+ 8.92% |
$204K - $240K
|
70.3K
$3.1M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.71K+ 4.48% |
$203K - $238K
|
133K
$5.87M
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
BUY
|
- |
5.64KNew |
$200K - $235K
|
5.64K
$249K
|
|
|
Jan 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
5.56KNew |
$197K - $232K
|
5.56K
$245K
|
|
|
Feb 01, 2023
Q4 2022
|
Security National Bank
|
BUY
|
- |
5.52KNew |
$196K - $231K
|
5.52K
$244K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.48KNew |
$195K - $229K
|
5.48K
$242K
|
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
5.47KNew |
$194K - $228K
|
5.47K
$241K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
5.39K+ 194.27% |
$191K - $225K
|
8.16K
$360K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
5.38K+ 69.55% |
$191K - $225K
|
13.1K
$579K
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
BUY
|
- |
5.33KNew |
$189K - $222K
|
5.33K
$235K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.15K+ 5.69% |
$183K - $215K
|
95.5K
$4.21M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.77K+ 34.35% |
$169K - $199K
|
18.7K
$824K
|
|
|
Feb 01, 2023
Q4 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
4.74K+ 1.24% |
$168K - $198K
|
387K
$17.1M
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
4.63K+ 4.25% |
$164K - $193K
|
113K
$5M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
4.52K+ 11.3% |
$160K - $189K
|
44.5K
$1.96M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
4.5KNew |
$160K - $188K
|
4.5K
$198K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
4.45K+ 72.74% |
$158K - $186K
|
10.6K
$466K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.36K+ 8.4% |
$155K - $182K
|
56.3K
$2.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.16K+ 9.92% |
$148K - $173K
|
46K
$2.03M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.03K+ 4.65% |
$143K - $168K
|
90.6K
$4M
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
3.98KNew |
$141K - $166K
|
3.98K
$176K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
3.9K+ 18.23% |
$138K - $163K
|
25.3K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.9K+ 6.35% |
$138K - $163K
|
65.3K
$2.88M
|
|
|
Jan 09, 2023
Q4 2022
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
3.89K+ 21.45% |
$138K - $162K
|
22K
$972K
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.52KNew |
$125K - $147K
|
3.52K
$155K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
3.37K+ 9.93% |
$120K - $141K
|
37.3K
$1.65M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
3.24K+ 88.39% |
$115K - $135K
|
6.91K
$305K
|
|
|
Jan 20, 2023
Q4 2022
|
Values First Advisors, Inc.
|
BUY
|
- |
3.21KNew |
$114K - $134K
|
3.21K
$142K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.2K+ 7.7% |
$113K - $133K
|
44.7K
$1.97M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.14K+ 36.83% |
$111K - $131K
|
11.6K
$514K
|
|
|
Feb 09, 2023
Q4 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
3.09K+ 71.65% |
$110K - $129K
|
7.4K
$326K
|
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
3.07K+ 32.1% |
$109K - $128K
|
12.6K
$557K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.99K+ 30.94% |
$106K - $125K
|
12.7K
$558K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.82K+ 11.98% |
$100K - $118K
|
26.4K
$1.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.77K+ 23.59% |
$98.3K - $116K
|
14.5K
$640K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.76K+ 13.6% |
$97.9K - $115K
|
23K
$1.02M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2.5KNew |
$88.8K - $104K
|
2.5K
$110K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.5K+ 3.2% |
$88.7K - $104K
|
80.6K
$3.55M
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.24K+ 11.57% |
$79.4K - $93.4K
|
21.6K
$952K
|
|
|
Jan 30, 2023
Q4 2022
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
2.14K+ 1.25% |
$76K - $89.3K
|
173K
$7.64M
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
2.12K+ 34.58% |
$75.3K - $88.6K
|
8.26K
$364K
|