Latest Institutional Purchases of Spdr Portfolio S&P 500 High Di (SPYD)
This list provides information on the latest institutional transactions involving Spdr Portfolio S&P 500 High Di (SPYD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
33KNew |
$1.17M - $1.38M
|
33K
$1.47M
|
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
24.4KNew |
$867K - $1.02M
|
24.4K
$1.09M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
11.6KNew |
$411K - $484K
|
11.6K
$518K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
7.22KNew |
$256K - $301K
|
7.22K
$323K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.73KNew |
$239K - $281K
|
6.73K
$301K
|
|
|
Jan 30, 2023
Q4 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
6.26KNew |
$222K - $261K
|
6.26K
$280K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
3.98KNew |
$141K - $166K
|
3.98K
$178K
|
|
|
Jan 20, 2023
Q4 2022
|
Values First Advisors, Inc.
|
BUY
|
- |
3.21KNew |
$114K - $134K
|
3.21K
$143K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2.5KNew |
$88.8K - $104K
|
2.5K
$112K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
1.35K+ 29.93% |
$47.8K - $56.2K
|
5.85K
$261K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.16KNew |
$41.3K - $48.5K
|
1.16K
$52K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
931New |
$33.1K - $38.9K
|
931
$41.6K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
515New |
$18.3K - $21.5K
|
515
$23K
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
475New |
$16.9K - $19.8K
|
475
$21.2K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
320New |
$11.4K - $13.4K
|
320
$14.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
308+ 2.29% |
$10.9K - $12.9K
|
13.7K
$613K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
253New |
$8.98K - $10.6K
|
253
$11.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
183+ 109.58% |
$6.5K - $7.64K
|
350
$15.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
39+ 0.4% |
$1.38K - $1.63K
|
9.83K
$439K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
12+ 1.27% |
$426 - $501
|
955
$42.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1+ 0.01% |
$35.5 - $41.7
|
9.33K
$417K
|
|
| Q3 2022 | |||||||
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
119KNew |
$4.21M - $5.15M
|
119K
$5.31M
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
89.2K+ 1422.15% |
$3.16M - $3.87M
|
95.5K
$4.27M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
19.8KNew |
$701K - $857K
|
19.8K
$883K
|
|
|
Nov 14, 2022
Q3 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
13.4KNew |
$475K - $581K
|
13.4K
$599K
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
12.7KNew |
$451K - $551K
|
12.7K
$568K
|
|
|
Nov 10, 2022
Q3 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
BUY
|
- |
8.54K+ 47.97% |
$303K - $371K
|
26.3K
$1.18M
|
|
|
Oct 13, 2022
Q3 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
6.51KNew |
$231K - $282K
|
6.51K
$291K
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
5.97K+ 3.67% |
$212K - $259K
|
169K
$7.54M
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.52KNew |
$125K - $153K
|
3.52K
$157K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
3.07K+ 19.26% |
$109K - $133K
|
19K
$849K
|
|
|
Nov 09, 2022
Q3 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.6KNew |
$56.8K - $69.4K
|
1.6K
$71.5K
|
|
|
Oct 13, 2022
Q3 2022
|
Schwab Charitable Fund
|
BUY
|
- |
1.3K+ 5.62% |
$45.9K - $56.2K
|
24.3K
$1.09M
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
1.24KNew |
$43.8K - $53.6K
|
1.24K
$55.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
873+ 10.71% |
$31K - $37.9K
|
9.03K
$403K
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
281New |
$9.97K - $12.2K
|
281
$12.6K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
250New |
$8.87K - $10.8K
|
250
$11.2K
|
|
|
Nov 07, 2022
Q3 2022
|
Tevis Investment Management
|
BUY
|
- |
236+ 8.97% |
$8.37K - $10.2K
|
2.87K
$128K
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
54+ 11.79% |
$1.92K - $2.34K
|
512
$22.9K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
44+ 10.16% |
$1.56K - $1.91K
|
477
$21.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 1.11% |
$106 - $130
|
274
$12.2K
|
|
| Q2 2022 | |||||||
|
Jul 26, 2022
Q2 2022
|
Strategic Equity Management
|
BUY
|
- |
103KNew |
$3.97M - $4.67M
|
103K
$4.59M
|
|
|
Jul 18, 2022
Q2 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
61.1KNew |
$2.36M - $2.78M
|
61.1K
$2.73M
|
|
|
Aug 15, 2022
Q2 2022
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
31.8KNew |
$1.23M - $1.45M
|
31.8K
$1.42M
|
|
|
Aug 03, 2022
Q2 2022
|
Smithbridge Asset Management Inc
|
BUY
|
- |
25.8KNew |
$999K - $1.17M
|
25.8K
$1.15M
|
|
|
Aug 01, 2022
Q2 2022
|
Empowered Funds, LLC
|
BUY
|
- |
21.7KNew |
$839K - $987K
|
21.7K
$970K
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
20.5KNew |
$793K - $933K
|
20.5K
$918K
|
|
|
Aug 15, 2022
Q2 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
16.1KNew |
$622K - $732K
|
16.1K
$719K
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
11.5KNew |
$445K - $524K
|
11.5K
$515K
|
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
11.3K+ 196.04% |
$438K - $515K
|
17.1K
$764K
|
|