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 |
---|---|---|---|---|---|---|---|
Apr 20, 2022
Q1 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
147+ 1.51% |
$6.14K - $6.54K
|
9.85K
$449K
|
|
Apr 28, 2022
Q1 2022
|
Acas, LLC
|
BUY
|
- |
125+ 2.62% |
$5.22K - $5.56K
|
4.89K
$223K
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
119+ 1.5% |
$4.97K - $5.29K
|
8.03K
$366K
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
79New |
$3.3K - $3.51K
|
79
$3.6K
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
79+ 0.45% |
$3.3K - $3.51K
|
17.5K
$797K
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
50New |
$2.09K - $2.22K
|
50
$2.28K
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
44+ 0.53% |
$1.84K - $1.96K
|
8.28K
$378K
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
36+ 0.59% |
$1.5K - $1.6K
|
6.17K
$282K
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
35+ 0.07% |
$1.46K - $1.56K
|
51.9K
$2.37M
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
BUY
|
- |
32+ 0.54% |
$1.34K - $1.42K
|
5.93K
$270K
|
|
May 13, 2022
Q1 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
25+ 0.19% |
$1.04K - $1.11K
|
13.4K
$613K
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
25New |
$1.04K - $1.11K
|
25
$1.14K
|
|
Apr 13, 2022
Q1 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
24+ 0.1% |
$1K - $1.07K
|
24K
$1.1M
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
20+ 0.41% |
$835 - $889
|
4.85K
$221K
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
18+ 0.11% |
$752 - $800
|
15.9K
$726K
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
14+ 0.41% |
$585 - $623
|
3.41K
$156K
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
10New |
$418 - $445
|
10
$456
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
6+ 0.14% |
$251 - $267
|
4.41K
$201K
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
6+ 0.09% |
$251 - $267
|
6.75K
$308K
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4+ 1.52% |
$167 - $178
|
268
$12.2K
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3+ 1.44% |
$125 - $133
|
211
$9.63K
|
|
May 06, 2022
Q1 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
3+ 0.03% |
$125 - $133
|
8.73K
$398K
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
BUY
|
- |
3+ 0.06% |
$125 - $133
|
4.77K
$217K
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
3+ 1.55% |
$125 - $133
|
196
$8.94K
|
|
Jul 10, 2024
Q1 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
2+ 0.03% |
$83.5 - $88.9
|
6.06K
$276K
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.01% |
$41.8 - $44.5
|
8.12K
$370K
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-1- 0.01% |
$41.8 - $44.5
|
9.33K
$426K
|
|
May 12, 2022
Q1 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-2- 1.32% |
$83.5 - $88.9
|
150
$6.84K
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-2- 0.44% |
$83.5 - $88.9
|
455
$20.8K
|
|
Apr 11, 2022
Q1 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-11- 0.09% |
$459 - $489
|
11.9K
$542K
|
|
May 02, 2022
Q1 2022
|
Xml Financial, LLC
|
SELL
|
- |
-12- 0.02% |
$501 - $534
|
78.1K
$3.56M
|
|
Apr 14, 2022
Q1 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-35- 0.57% |
$1.46K - $1.56K
|
6.07K
$277K
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-54Closed |
$2.25K - $2.4K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-58- 1.13% |
$2.42K - $2.58K
|
5.07K
$231K
|
|
Apr 22, 2022
Q1 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-60- 0.62% |
$2.51K - $2.67K
|
9.63K
$439K
|
|
May 03, 2022
Q1 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-62- 1.03% |
$2.59K - $2.76K
|
5.93K
$271K
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-85Closed |
$3.55K - $3.78K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-94- 5.35% |
$3.92K - $4.18K
|
1.66K
$75.9K
|
|
May 09, 2022
Q1 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-120- 1.42% |
$5.01K - $5.34K
|
8.32K
$380K
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-138- 93.88% |
$5.76K - $6.14K
|
9
$411
|
|
May 10, 2022
Q1 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-168- 1.03% |
$7.01K - $7.47K
|
16.2K
$740K
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-173- 13.37% |
$7.22K - $7.69K
|
1.12K
$51.1K
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-188- 2.82% |
$7.85K - $8.36K
|
6.48K
$296K
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-232- 17.83% |
$9.69K - $10.3K
|
1.07K
$48.8K
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-232- 3.18% |
$9.69K - $10.3K
|
7.06K
$322K
|
|
Apr 12, 2022
Q1 2022
|
Old Port Advisors
|
SELL
|
- |
-253- 4.08% |
$10.6K - $11.3K
|
5.95K
$271K
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-402Closed |
$16.8K - $17.9K
|
0
$0
|
|
Jun 08, 2022
Q1 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-407- 4.93% |
$17K - $18.1K
|
7.85K
$358K
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-500- 15.63% |
$20.9K - $22.2K
|
2.7K
$123K
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-515Closed |
$21.5K - $22.9K
|
0
$0
|