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 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-163K- 11.83% |
$5.79M - $6.8M
|
1.22M
$53.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-187K- 95.6% |
$6.65M - $7.81M
|
8.62K
$380K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-219K- 15.2% |
$7.76M - $9.13M
|
1.22M
$53.8M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-258K- 91.36% |
$9.15M - $10.8M
|
24.4K
$1.08M
|
|
|
Feb 10, 2023
Q4 2022
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-274K- 96.85% |
$9.71M - $11.4M
|
8.89K
$392K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-311K- 87.74% |
$11M - $13M
|
43.4K
$1.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-396K- 74.88% |
$14.1M - $16.5M
|
133K
$5.86M
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-433K- 53.78% |
$15.4M - $18.1M
|
373K
$16.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-450K- 50.73% |
$16M - $18.8M
|
437K
$19.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-4.85M- 32.21% |
$172M - $202M
|
10.2M
$450M
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-10.8M- 37.65% |
$384M - $452M
|
17.9M
$791M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-16M- 99.97% |
$568M - $667M
|
5.46K
$241K
|