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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-3.36K- 8.02% |
$119K - $140K
|
38.6K
$1.69M
|
|
|
Feb 08, 2023
Q4 2022
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-3.42K- 3.06% |
$121K - $143K
|
108K
$4.75M
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.44K- 5.4% |
$122K - $144K
|
60.3K
$2.64M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-3.55K- 9.08% |
$126K - $148K
|
35.5K
$1.56M
|
|
|
Jan 25, 2023
Q4 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-3.9K- 3.6% |
$138K - $163K
|
104K
$4.58M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.01K- 6.09% |
$142K - $167K
|
61.8K
$2.71M
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-4.06K- 1.92% |
$144K - $169K
|
207K
$9.08M
|
|
|
Dec 19, 2024
Q4 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-4.15K- 36.18% |
$147K - $173K
|
7.31K
$321K
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-4.23K- 29.48% |
$150K - $176K
|
10.1K
$444K
|
|
|
Jan 27, 2023
Q4 2022
|
Congress Park Capital LLC
|
SELL
|
- |
-4.35K- 26.6% |
$154K - $181K
|
12K
$526K
|
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
SELL
|
- |
-4.38K- 7.74% |
$156K - $183K
|
52.3K
$2.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-4.5K- 34.93% |
$160K - $188K
|
8.38K
$368K
|
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-4.94K- 0.79% |
$175K - $206K
|
617K
$27.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.01K- 28.45% |
$178K - $209K
|
12.6K
$553K
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-5.93K- 7.56% |
$211K - $247K
|
72.6K
$3.18M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-6.71K- 7.41% |
$238K - $280K
|
83.8K
$3.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6.72K- 15.55% |
$239K - $281K
|
36.5K
$1.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-7.33K- 47.15% |
$260K - $306K
|
8.21K
$360K
|
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
SELL
|
- |
-7.43K- 50.3% |
$264K - $310K
|
7.34K
$322K
|
|
|
Jan 30, 2023
Q4 2022
|
Sws Partners
|
SELL
|
- |
-7.49K- 3.98% |
$266K - $312K
|
181K
$7.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-8.31K- 52.21% |
$295K - $347K
|
7.6K
$334K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.82K- 11.08% |
$313K - $368K
|
70.8K
$3.11M
|
|
|
Feb 07, 2023
Q4 2022
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-8.91K- 2.35% |
$316K - $372K
|
370K
$16.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-8.95K- 10.72% |
$318K - $373K
|
74.5K
$3.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-9.79K- 63.26% |
$348K - $409K
|
5.69K
$250K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-10.1K- 27.16% |
$358K - $421K
|
27.1K
$1.19M
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-10.5K- 99.23% |
$371K - $436K
|
81
$3.55K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-10.6K- 33.12% |
$376K - $442K
|
21.4K
$938K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.6K- 20.63% |
$413K - $485K
|
44.7K
$1.96M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-11.7K- 27.4% |
$416K - $489K
|
31K
$1.36M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.4K- 0.85% |
$440K - $518K
|
1.45M
$63.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-13K- 32.76% |
$461K - $541K
|
26.6K
$1.17M
|
|
|
Feb 09, 2023
Q4 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-14.1K- 23.99% |
$500K - $587K
|
44.6K
$1.96M
|
|
|
Feb 10, 2023
Q4 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-14.1K- 50.0% |
$501K - $588K
|
14.1K
$619K
|
|
|
Jan 25, 2023
Q4 2022
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-18K- 34.22% |
$638K - $750K
|
34.6K
$1.52M
|
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-18.1K- 50.33% |
$642K - $755K
|
17.9K
$783K
|
|
|
Feb 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-19.2K- 16.5% |
$680K - $800K
|
97K
$4.26M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-19.7K- 6.84% |
$699K - $822K
|
268K
$11.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-21.5K- 12.18% |
$763K - $897K
|
155K
$6.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-24.4K- 24.57% |
$865K - $1.02M
|
74.8K
$3.28M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-30.1K- 23.93% |
$1.07M - $1.25M
|
95.6K
$4.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-34.6K- 86.73% |
$1.23M - $1.44M
|
5.29K
$232K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-38.6K- 26.39% |
$1.37M - $1.61M
|
108K
$4.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-55.7K- 84.01% |
$1.98M - $2.32M
|
10.6K
$465K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-67.5K- 33.58% |
$2.4M - $2.82M
|
134K
$5.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-74.3K- 92.66% |
$2.64M - $3.1M
|
5.88K
$258K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-78.4K- 39.39% |
$2.78M - $3.27M
|
121K
$5.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-99.6K- 65.78% |
$3.53M - $4.16M
|
51.8K
$2.27M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-106K- 42.41% |
$3.77M - $4.44M
|
144K
$6.33M
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-120K- 35.97% |
$4.27M - $5.02M
|
214K
$9.4M
|