Purchases and Sales Made in Q4 2023 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 2023. 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 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
216+ 0.77% |
$7.13K - $8.61K
|
28.2K
$1.21M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
201New |
$6.63K - $8.02K
|
201
$8.65K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
195New |
$6.44K - $7.78K
|
195
$8.39K
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
186+ 0.25% |
$6.14K - $7.42K
|
75.7K
$3.26M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
168+ 0.33% |
$5.54K - $6.7K
|
50.6K
$2.18M
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
163+ 0.04% |
$5.38K - $6.5K
|
395K
$17M
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
160+ 0.57% |
$5.28K - $6.38K
|
28K
$1.21M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
155New |
$5.12K - $6.18K
|
155
$6.67K
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
153+ 1.97% |
$5.05K - $6.1K
|
7.92K
$341K
|
|
|
Feb 13, 2024
Q4 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
150New |
$4.95K - $5.98K
|
150
$6.46K
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
145+ 1.37% |
$4.79K - $5.78K
|
10.7K
$461K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
109New |
$3.6K - $4.35K
|
109
$4.69K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
106+ 10.86% |
$3.5K - $4.23K
|
1.08K
$46.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
104+ 3.31% |
$3.43K - $4.15K
|
3.25K
$140K
|
|
|
Jan 31, 2024
Q4 2023
|
Vantage Investment Partners, LLC
|
BUY
|
- |
103+ 1.2% |
$3.4K - $4.11K
|
8.72K
$375K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
100+ 4.74% |
$3.3K - $3.99K
|
2.21K
$95.1K
|
|
|
Feb 13, 2025
Q4 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
95+ 1.37% |
$3.14K - $3.79K
|
7.04K
$303K
|
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
87+ 0.82% |
$2.87K - $3.47K
|
10.7K
$458K
|
|
|
Feb 12, 2024
Q4 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
75+ 1.3% |
$2.48K - $2.99K
|
5.85K
$252K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
73+ 0.54% |
$2.41K - $2.91K
|
13.5K
$581K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
46+ 44.23% |
$1.52K - $1.83K
|
150
$6.46K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
40New |
$1.32K - $1.6K
|
40
$1.72K
|
|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
33+ 0.15% |
$1.09K - $1.32K
|
22.1K
$951K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
27+ 1.66% |
$891 - $1.08K
|
1.66K
$71.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
27+ 0.47% |
$891 - $1.08K
|
5.77K
$248K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
24+ 0.1% |
$792 - $957
|
24.2K
$1.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
21+ 0.14% |
$693 - $837
|
14.6K
$627K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
21+ 1.38% |
$693 - $837
|
1.54K
$66.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
18New |
$594 - $718
|
18
$775
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
16+ 6.32% |
$528 - $638
|
269
$11.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
15+ 1.34% |
$495 - $598
|
1.14K
$48.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
15+ 1.42% |
$495 - $598
|
1.07K
$46.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
11New |
$363 - $439
|
11
$473
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
9+ 0.04% |
$297 - $359
|
21.6K
$929K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
8+ 1.5% |
$264 - $319
|
540
$23.2K
|
|
|
Jan 05, 2024
Q4 2023
|
Selective Wealth Management, Inc.
|
BUY
|
- |
6+ 0.04% |
$198 - $239
|
15.1K
$650K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
4+ 0.08% |
$132 - $160
|
5.06K
$218K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3+ 0.2% |
$99 - $120
|
1.49K
$64.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
3+ 0.03% |
$99 - $120
|
9.05K
$389K
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
2+ 0.02% |
$66 - $79.8
|
12.3K
$531K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2+ 2.53% |
$66 - $79.8
|
81
$3.49K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1+ 2.0% |
$33 - $39.9
|
51
$2.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1+ 3.33% |
$33 - $39.9
|
31
$1.33K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1+ 0.01% |
$33 - $39.9
|
7.09K
$305K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-2- 0.5% |
$66 - $79.8
|
402
$17.3K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-6- 0.09% |
$198 - $239
|
6.55K
$282K
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-50- 11.11% |
$1.65K - $1.99K
|
400
$17.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-79- 26.25% |
$2.61K - $3.15K
|
222
$9.55K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-109- 0.25% |
$3.6K - $4.35K
|
44.1K
$1.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-150- 20.0% |
$4.95K - $5.98K
|
600
$25.8K
|