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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-60.3K- 61.79% |
$1.99M - $2.41M
|
37.3K
$1.61M
|
|
|
Aug 13, 2025
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-74.1K- 39.98% |
$2.45M - $2.96M
|
111K
$4.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-77.8K- 18.97% |
$2.57M - $3.1M
|
332K
$14.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-79.8K- 90.68% |
$2.63M - $3.18M
|
8.21K
$353K
|
|
|
Jan 22, 2024
Q4 2023
|
Gunma Bank,Ltd.
|
SELL
|
- |
-140K- 65.12% |
$4.62M - $5.58M
|
75K
$3.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-163K- 56.16% |
$5.38M - $6.5M
|
127K
$5.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-191K- 35.68% |
$6.31M - $7.62M
|
344K
$14.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-230K- 28.83% |
$7.58M - $9.16M
|
567K
$24.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-293K- 30.07% |
$9.68M - $11.7M
|
682K
$29.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-310K- 95.54% |
$10.2M - $12.4M
|
14.5K
$623K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-458K- 14.56% |
$15.1M - $18.3M
|
2.69M
$116M
|
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-598K- 88.17% |
$19.7M - $23.8M
|
80.1K
$3.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-611K- 23.21% |
$20.2M - $24.4M
|
2.02M
$87M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-657K- 16.57% |
$21.7M - $26.2M
|
3.31M
$142M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-664K- 52.63% |
$21.9M - $26.5M
|
598K
$25.7M
|