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 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
2.09K+ 47.06% |
$74.1K - $87.1K
|
6.52K
$288K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.09KNew |
$74.1K - $87K
|
2.09K
$92K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.86K+ 29.49% |
$66K - $77.6K
|
8.16K
$360K
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.84K+ 5.61% |
$65.3K - $76.8K
|
34.6K
$1.53M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.82K+ 48.82% |
$64.5K - $75.8K
|
5.54K
$244K
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.7K+ 8.47% |
$60.4K - $70.9K
|
21.8K
$960K
|
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
1.68K+ 19.04% |
$59.6K - $70.1K
|
10.5K
$463K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.68K+ 18.88% |
$59.5K - $69.9K
|
10.6K
$465K
|
|
|
Feb 09, 2023
Q4 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.48K+ 3.48% |
$52.5K - $61.7K
|
43.9K
$1.94M
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.45K+ 19.05% |
$51.3K - $60.3K
|
9.03K
$398K
|
|
|
Feb 02, 2023
Q4 2022
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
1.39K+ 2.26% |
$49.3K - $58K
|
62.8K
$2.77M
|
|
|
Feb 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
1.39K+ 9.44% |
$49.2K - $57.9K
|
16.1K
$709K
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.38KNew |
$49.1K - $57.7K
|
1.38K
$61K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
1.35K+ 29.93% |
$47.8K - $56.2K
|
5.85K
$258K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
1.22K+ 7.02% |
$43.4K - $51K
|
18.6K
$822K
|
|
|
Jan 20, 2023
Q4 2022
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.17K+ 0.9% |
$41.4K - $48.7K
|
131K
$5.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.16KNew |
$41.3K - $48.5K
|
1.16K
$51.3K
|
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
BUY
|
- |
1.08K+ 16.65% |
$38.4K - $45.2K
|
7.59K
$335K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.01K+ 2.13% |
$35.7K - $42K
|
48.2K
$2.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1K+ 2.21% |
$35.6K - $41.8K
|
46.3K
$2.04M
|
|
|
Feb 07, 2023
Q4 2022
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1K+ 3.1% |
$35.5K - $41.7K
|
33.2K
$1.47M
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
931New |
$33.1K - $38.9K
|
931
$41.1K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
810New |
$28.8K - $33.8K
|
810
$35.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
797+ 6.23% |
$28.3K - $33.3K
|
13.6K
$599K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
771+ 4.71% |
$27.4K - $32.2K
|
17.1K
$756K
|
|
|
Jan 26, 2023
Q4 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
753+ 4.45% |
$26.7K - $31.4K
|
17.7K
$779K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
750+ 187.5% |
$26.6K - $31.3K
|
1.15K
$50.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
717+ 0.8% |
$25.5K - $29.9K
|
89.9K
$3.96M
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast Advisors LLC
|
BUY
|
- |
716+ 7160.0% |
$25.4K - $29.9K
|
726
$32K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
710+ 1.25% |
$25.2K - $29.6K
|
57.6K
$2.54M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
635New |
$22.5K - $26.5K
|
635
$28K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
569+ 4.32% |
$20.2K - $23.7K
|
13.7K
$606K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
551+ 4.62% |
$19.6K - $23K
|
12.5K
$550K
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
538+ 8.61% |
$19.1K - $22.5K
|
6.79K
$299K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
515New |
$18.3K - $21.5K
|
515
$22.7K
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
475New |
$16.9K - $19.8K
|
475
$21K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
472+ 2.25% |
$16.8K - $19.7K
|
21.5K
$948K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
421+ 2.56% |
$14.9K - $17.6K
|
16.9K
$743K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
421+ 2.47% |
$14.9K - $17.6K
|
17.4K
$769K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
401+ 626.56% |
$14.2K - $16.7K
|
465
$20.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
393+ 71.2% |
$14K - $16.4K
|
945
$41.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
377+ 1.62% |
$13.4K - $15.7K
|
23.7K
$1.05M
|
|
|
Feb 06, 2023
Q4 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
351+ 0.61% |
$12.5K - $14.6K
|
58.1K
$2.56M
|
|
|
Jan 20, 2023
Q4 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
345+ 3.03% |
$12.2K - $14.4K
|
11.7K
$518K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
326+ 125.38% |
$11.6K - $13.6K
|
586
$25.8K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
320New |
$11.4K - $13.4K
|
320
$14.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
319+ 1.08% |
$11.3K - $13.3K
|
29.8K
$1.32M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
308+ 2.29% |
$10.9K - $12.9K
|
13.7K
$606K
|
|
|
Feb 14, 2023
Q4 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
307+ 1.27% |
$10.9K - $12.8K
|
24.5K
$1.08M
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
306+ 2.92% |
$10.9K - $12.8K
|
10.8K
$475K
|