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 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-171- 0.95% |
$5.64K - $6.82K
|
17.8K
$767K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-173- 2.2% |
$5.71K - $6.9K
|
7.68K
$331K
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-179- 0.56% |
$5.91K - $7.14K
|
31.8K
$1.37M
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-202- 4.56% |
$6.67K - $8.06K
|
4.23K
$182K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-206- 6.78% |
$6.8K - $8.22K
|
2.83K
$122K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-224- 2.26% |
$7.39K - $8.93K
|
9.68K
$417K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-247- 0.73% |
$8.15K - $9.85K
|
33.7K
$1.45M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-311- 0.37% |
$10.3K - $12.4K
|
83.1K
$3.58M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-314- 0.33% |
$10.4K - $12.5K
|
93.7K
$4.03M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-346- 2.91% |
$11.4K - $13.8K
|
11.5K
$496K
|
|
|
Jan 18, 2024
Q4 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-359- 3.19% |
$11.8K - $14.3K
|
10.9K
$469K
|
|
|
Feb 05, 2024
Q4 2023
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-387- 3.42% |
$12.8K - $15.4K
|
10.9K
$470K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-405- 25.0% |
$13.4K - $16.2K
|
1.22K
$52.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-413- 2.03% |
$13.6K - $16.5K
|
19.9K
$856K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-422- 6.06% |
$13.9K - $16.8K
|
6.54K
$282K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-428- 1.41% |
$14.1K - $17.1K
|
30K
$1.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-429- 6.15% |
$14.2K - $17.1K
|
6.54K
$282K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-452- 1.21% |
$14.9K - $18K
|
36.8K
$1.58M
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-500- 2.0% |
$16.5K - $19.9K
|
24.5K
$1.05M
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-539- 4.97% |
$17.8K - $21.5K
|
10.3K
$443K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-595- 8.19% |
$19.6K - $23.7K
|
6.67K
$287K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-614- 59.1% |
$20.3K - $24.5K
|
425
$18.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-622- 2.23% |
$20.5K - $24.8K
|
27.2K
$1.17M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-635- 3.27% |
$21K - $25.3K
|
18.8K
$808K
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-648- 4.88% |
$21.4K - $25.8K
|
12.6K
$544K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-660- 4.18% |
$21.8K - $26.3K
|
15.1K
$650K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-733- 8.27% |
$24.2K - $29.2K
|
8.13K
$350K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-736- 7.21% |
$24.3K - $29.4K
|
9.48K
$408K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-747- 0.38% |
$24.7K - $29.8K
|
198K
$8.51M
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-753- 0.72% |
$24.8K - $30K
|
104K
$4.49M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-800- 49.78% |
$26.4K - $31.9K
|
807
$34.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-803- 5.06% |
$26.5K - $32K
|
15.1K
$649K
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-830- 4.84% |
$27.4K - $33.1K
|
16.3K
$702K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-871- 1.99% |
$28.7K - $34.7K
|
43K
$1.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-871- 1.89% |
$28.7K - $34.7K
|
45.2K
$1.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-876- 29.19% |
$28.9K - $34.9K
|
2.13K
$91.5K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-990- 29.69% |
$32.7K - $39.5K
|
2.35K
$101K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-995- 9.42% |
$32.8K - $39.7K
|
9.57K
$412K
|
|
|
Mar 19, 2024
Q4 2023
|
Financial Life Advisors
|
SELL
|
- |
-1.19K- 9.52% |
$39.1K - $47.3K
|
11.3K
$485K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.3K- 71.93% |
$43K - $51.9K
|
508
$21.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1.31K- 42.61% |
$43.4K - $52.4K
|
1.77K
$76.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.4K- 17.3% |
$46.3K - $55.9K
|
6.7K
$288K
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
SELL
|
- |
-1.49K- 4.2% |
$49.3K - $59.6K
|
34.1K
$1.47M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.54K- 48.58% |
$50.7K - $61.2K
|
1.63K
$69.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.64K- 10.06% |
$54.2K - $65.5K
|
14.7K
$632K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.69K- 6.77% |
$55.6K - $67.2K
|
23.2K
$999K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.7K- 16.37% |
$55.9K - $67.6K
|
8.66K
$373K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.79K- 10.6% |
$59.1K - $71.5K
|
15.1K
$650K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.8K- 71.55% |
$59.3K - $71.7K
|
715
$30.8K
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-2.19K- 19.7% |
$72.3K - $87.4K
|
8.93K
$384K
|