Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
13.2M+ 6574.58% |
$550M - $586M
|
13.4M
$610M
|
|
|
May 16, 2022
Q1 2022
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
5.85MNew |
$244M - $260M
|
5.85M
$267M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.2M+ 325.0% |
$50M - $53.3M
|
1.57M
$71.5M
|
|
|
May 17, 2022
Q1 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
1.08MNew |
$45.2M - $48.1M
|
1.08M
$49.4M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.07M+ 328.04% |
$44.8M - $47.7M
|
1.4M
$63.9M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
672K+ 87.28% |
$28M - $29.9M
|
1.44M
$65.7M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
595K+ 139.05% |
$24.8M - $26.5M
|
1.02M
$46.7M
|
|
|
Apr 12, 2022
Q1 2022
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
481KNew |
$20.1M - $21.4M
|
481K
$21.9M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
470K+ 257.43% |
$19.6M - $20.9M
|
653K
$29.8M
|
|
|
May 04, 2022
Q1 2022
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
365K+ 2136.37% |
$15.2M - $16.2M
|
382K
$17.4M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
309K+ 22.42% |
$12.9M - $13.7M
|
1.69M
$77M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
291K+ 18.32% |
$12.2M - $13M
|
1.88M
$85.9M
|
|
|
May 16, 2022
Q1 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
250KNew |
$10.4M - $11.1M
|
250K
$11.4M
|
|
|
May 10, 2022
Q1 2022
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
231KNew |
$9.65M - $10.3M
|
231K
$10.5M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
213K+ 42.42% |
$8.88M - $9.45M
|
714K
$32.6M
|
|
|
May 10, 2022
Q1 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
208K+ 106.58% |
$8.7M - $9.26M
|
404K
$18.4M
|
|
|
May 16, 2022
Q1 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
203K+ 35.1% |
$8.46M - $9.01M
|
780K
$35.6M
|
|
|
Apr 28, 2022
Q1 2022
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
158KNew |
$6.62M - $7.05M
|
158K
$7.23M
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
150K+ 231.63% |
$6.27M - $6.67M
|
215K
$9.8M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
135K+ 518.27% |
$5.65M - $6.02M
|
161K
$7.36M
|
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
129K+ 1767.44% |
$5.38M - $5.73M
|
136K
$6.21M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
129K+ 344.76% |
$5.38M - $5.73M
|
166K
$7.58M
|
|
|
Apr 12, 2022
Q1 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
126K+ 220.34% |
$5.28M - $5.62M
|
184K
$8.38M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
126K+ 30.37% |
$5.26M - $5.61M
|
541K
$24.7M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
104K+ 19.61% |
$4.33M - $4.61M
|
633K
$28.9M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
97.1K+ 1737.88% |
$4.06M - $4.32M
|
103K
$4.69M
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
97.1K+ 186.29% |
$4.05M - $4.32M
|
149K
$6.81M
|
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
78.5KNew |
$3.28M - $3.49M
|
78.5K
$3.58M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
74.7K+ 56.17% |
$3.12M - $3.32M
|
208K
$9.47M
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
69.3K+ 5.1% |
$2.89M - $3.08M
|
1.43M
$65.1M
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
67.1KNew |
$2.8M - $2.98M
|
67.1K
$3.06M
|
|
|
Apr 28, 2022
Q1 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
64.4KNew |
$2.69M - $2.87M
|
64.4K
$2.94M
|
|
|
May 16, 2022
Q1 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
61.6KNew |
$2.57M - $2.74M
|
61.6K
$2.81M
|
|
|
May 16, 2022
Q1 2022
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
59.4KNew |
$2.48M - $2.64M
|
59.4K
$2.71M
|
|
|
Apr 27, 2022
Q1 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
56.4K+ 47.61% |
$2.35M - $2.51M
|
175K
$7.98M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
55.8K+ 62.92% |
$2.33M - $2.48M
|
144K
$6.59M
|
|
|
May 09, 2022
Q1 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
51.7KNew |
$2.16M - $2.3M
|
51.7K
$2.36M
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
50.9K+ 15.84% |
$2.12M - $2.26M
|
372K
$17M
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
47.9K+ 58.27% |
$2M - $2.13M
|
130K
$5.94M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
47.4K+ 39.35% |
$1.98M - $2.11M
|
168K
$7.66M
|
|
|
May 10, 2022
Q1 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
46.6K+ 126.53% |
$1.94M - $2.07M
|
83.4K
$3.8M
|
|
|
May 11, 2022
Q1 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
46.5K+ 83.77% |
$1.94M - $2.07M
|
102K
$4.66M
|
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
45.1K+ 177.68% |
$1.88M - $2.01M
|
70.5K
$3.22M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
41.5K+ 5.68% |
$1.73M - $1.84M
|
771K
$35.2M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
37.8K+ 99.46% |
$1.58M - $1.68M
|
75.9K
$3.46M
|
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
35.7KNew |
$1.49M - $1.59M
|
35.7K
$1.63M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
35.1KNew |
$1.46M - $1.56M
|
35.1K
$1.6M
|
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
32.9K+ 471.42% |
$1.37M - $1.46M
|
39.8K
$1.82M
|
|
|
May 11, 2022
Q1 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
32.3K+ 169.95% |
$1.35M - $1.44M
|
51.3K
$2.34M
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
31.5K+ 157.2% |
$1.31M - $1.4M
|
51.5K
$2.35M
|