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
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.37K- 10.74% |
$243K - $294K
|
61.3K
$2.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-7.6K- 36.17% |
$251K - $303K
|
13.4K
$569K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-7.65K- 29.26% |
$252K - $305K
|
18.5K
$786K
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-8.16K- 41.78% |
$269K - $325K
|
11.4K
$483K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-8.66K- 8.71% |
$286K - $345K
|
90.8K
$3.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-9.45K- 13.07% |
$312K - $377K
|
62.8K
$2.67M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-9.83K- 38.6% |
$324K - $392K
|
15.6K
$664K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-10.1K- 70.83% |
$334K - $403K
|
4.17K
$177K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-10.4K- 64.47% |
$344K - $416K
|
5.75K
$244K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-11.2K- 58.08% |
$370K - $447K
|
8.09K
$344K
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
SELL
|
- |
-11.7K- 12.9% |
$385K - $466K
|
78.8K
$3.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-12.2K- 13.38% |
$402K - $486K
|
78.9K
$3.35M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-12.7K- 8.17% |
$420K - $508K
|
143K
$6.08M
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-12.8K- 45.35% |
$424K - $512K
|
15.5K
$657K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-13.6K- 5.36% |
$448K - $541K
|
240K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-13.7K- 15.0% |
$451K - $545K
|
77.5K
$3.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-13.7K- 21.09% |
$453K - $548K
|
51.4K
$2.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-13.8K- 17.1% |
$454K - $549K
|
66.8K
$2.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-14.2K- 99.78% |
$468K - $566K
|
31
$1.32K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-14.4K- 8.22% |
$474K - $573K
|
160K
$6.81M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-15.1K- 8.85% |
$497K - $601K
|
155K
$6.59M
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-15.2K- 60.42% |
$502K - $607K
|
9.97K
$424K
|
|
|
Feb 09, 2024
Q4 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-16.4K- 75.87% |
$540K - $653K
|
5.21K
$221K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-17.1K- 5.69% |
$566K - $684K
|
284K
$12.1M
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-17.7K- 63.17% |
$584K - $705K
|
10.3K
$438K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-17.8K- 28.32% |
$587K - $710K
|
45K
$1.91M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-18.2K- 13.27% |
$599K - $724K
|
119K
$5.04M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-18.4K- 37.94% |
$606K - $732K
|
30K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-18.9K- 45.15% |
$623K - $752K
|
22.9K
$974K
|
|
|
Jan 16, 2024
Q4 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-20.5K- 6.2% |
$676K - $817K
|
310K
$13.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-23.3K- 44.58% |
$768K - $928K
|
28.9K
$1.23M
|
|
|
Jan 11, 2024
Q4 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-24K- 42.54% |
$791K - $956K
|
32.4K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-24.1K- 22.17% |
$794K - $960K
|
84.5K
$3.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-24.8K- 22.34% |
$818K - $988K
|
86.1K
$3.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-28.4K- 42.54% |
$939K - $1.13M
|
38.4K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-28.5K- 21.84% |
$940K - $1.14M
|
102K
$4.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-28.9K- 45.5% |
$953K - $1.15M
|
34.6K
$1.47M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-29K- 31.3% |
$957K - $1.16M
|
63.7K
$2.71M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-29.9K- 1.74% |
$986K - $1.19M
|
1.68M
$71.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-34.7K- 42.24% |
$1.14M - $1.38M
|
47.4K
$2.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-35.3K- 72.95% |
$1.16M - $1.41M
|
13.1K
$555K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-36.3K- 14.82% |
$1.2M - $1.45M
|
209K
$8.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-37.1K- 14.61% |
$1.22M - $1.48M
|
217K
$9.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-39.6K- 5.15% |
$1.31M - $1.58M
|
730K
$31M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-44.5K- 49.4% |
$1.47M - $1.77M
|
45.6K
$1.94M
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-47.6K- 18.1% |
$1.57M - $1.9M
|
215K
$9.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-48.2K- 48.95% |
$1.59M - $1.92M
|
50.3K
$2.14M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-49.3K- 88.56% |
$1.63M - $1.96M
|
6.36K
$270K
|
|
|
May 28, 2025
Q4 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-59.9K- 89.96% |
$1.98M - $2.39M
|
6.68K
$284K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-60.3K- 61.79% |
$1.99M - $2.41M
|
37.3K
$1.58M
|