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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.25K- 29.51% |
$74.1K - $89.5K
|
5.36K
$240K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-2.25K- 11.28% |
$74.2K - $89.6K
|
17.7K
$790K
|
|
|
Jan 31, 2024
Q4 2023
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-2.31K- 0.78% |
$76.3K - $92.2K
|
294K
$13.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.33K- 24.55% |
$76.9K - $92.9K
|
7.16K
$320K
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-2.36K- 99.54% |
$77.9K - $94.2K
|
11
$492
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.38K- 1.47% |
$78.4K - $94.8K
|
160K
$7.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.39K- 6.86% |
$78.8K - $95.3K
|
32.5K
$1.45M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.42K- 8.44% |
$79.8K - $96.5K
|
26.2K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.47K- 11.51% |
$81.5K - $98.5K
|
19K
$848K
|
|
|
Feb 12, 2024
Q4 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-2.51K- 2.98% |
$82.9K - $100K
|
81.7K
$3.65M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.55K- 3.82% |
$84.2K - $102K
|
64.2K
$2.87M
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-2.55K- 6.31% |
$84.2K - $102K
|
37.8K
$1.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-2.58K- 0.69% |
$85K - $103K
|
370K
$16.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-2.66K- 31.3% |
$87.7K - $106K
|
5.84K
$261K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-2.66K- 16.01% |
$87.8K - $106K
|
14K
$624K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.66K- 13.2% |
$87.9K - $106K
|
17.5K
$782K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-2.69K- 21.98% |
$88.8K - $107K
|
9.55K
$427K
|
|
|
Jan 31, 2024
Q4 2023
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-2.79K- 12.94% |
$92.1K - $111K
|
18.8K
$839K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-2.8K- 22.88% |
$92.5K - $112K
|
9.44K
$422K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.87K- 31.72% |
$94.7K - $114K
|
6.18K
$276K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.95K- 15.15% |
$97.4K - $118K
|
16.5K
$739K
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-3.06K- 33.79% |
$101K - $122K
|
6.01K
$268K
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-3.13K- 31.49% |
$103K - $125K
|
6.82K
$305K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-3.2K- 17.44% |
$106K - $128K
|
15.2K
$677K
|
|
|
Feb 02, 2024
Q4 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-3.22K- 4.57% |
$106K - $128K
|
67.3K
$3.01M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.35K- 16.28% |
$111K - $134K
|
17.2K
$771K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.52K- 21.26% |
$116K - $140K
|
13K
$583K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.75K- 5.63% |
$124K - $150K
|
62.9K
$2.81M
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-3.78K- 18.72% |
$125K - $151K
|
16.4K
$732K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-3.9K- 45.95% |
$129K - $156K
|
4.59K
$205K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-4K- 73.03% |
$132K - $159K
|
1.48K
$66K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.52K- 29.64% |
$149K - $180K
|
10.7K
$479K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-4.69K- 37.82% |
$155K - $187K
|
7.7K
$344K
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-4.86K- 45.79% |
$160K - $194K
|
5.76K
$257K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-4.93K- 94.43% |
$163K - $197K
|
291
$13K
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-5.14K- 5.78% |
$170K - $205K
|
83.9K
$3.75M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.34K- 14.04% |
$176K - $213K
|
32.7K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.67K- 9.69% |
$187K - $226K
|
52.9K
$2.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.9K- 14.29% |
$195K - $235K
|
35.4K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-6.09K- 29.48% |
$201K - $243K
|
14.6K
$651K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6.13K- 24.84% |
$202K - $244K
|
18.5K
$829K
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-6.15K- 13.3% |
$203K - $245K
|
40.1K
$1.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-6.24K- 11.83% |
$206K - $249K
|
46.5K
$2.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-6.45K- 49.99% |
$213K - $257K
|
6.45K
$288K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.59K- 20.1% |
$218K - $263K
|
26.2K
$1.17M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-6.71K- 25.1% |
$221K - $268K
|
20K
$895K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.73K- 52.14% |
$222K - $269K
|
6.18K
$276K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-6.93K- 11.39% |
$229K - $276K
|
53.9K
$2.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-7.37K- 10.96% |
$243K - $294K
|
59.8K
$2.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.37K- 10.74% |
$243K - $294K
|
61.3K
$2.74M
|