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 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-11.9K- 69.45% |
$498K - $530K
|
5.25K
$239K
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-12.2KClosed |
$510K - $543K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-13.1K- 21.22% |
$548K - $584K
|
48.7K
$2.22M
|
|
|
May 06, 2022
Q1 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-13.5KClosed |
$564K - $601K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-13.6K- 2.25% |
$569K - $606K
|
592K
$27M
|
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-14.2K- 26.8% |
$594K - $633K
|
38.9K
$1.77M
|
|
|
May 11, 2022
Q1 2022
|
Advisor Os, LLC
|
SELL
|
- |
-15.6K- 14.83% |
$650K - $692K
|
89.4K
$4.08M
|
|
|
May 16, 2022
Q1 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-18.3K- 69.06% |
$764K - $814K
|
8.2K
$374K
|
|
|
Aug 11, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-21.3K- 47.07% |
$889K - $947K
|
24K
$1.09M
|
|
|
May 06, 2022
Q1 2022
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-21.5K- 7.65% |
$899K - $958K
|
260K
$11.9M
|
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-21.9KClosed |
$913K - $973K
|
0
$0
|
|
|
Aug 25, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-24.9K- 66.93% |
$1.04M - $1.11M
|
12.3K
$562K
|
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
SELL
|
- |
-25.9KClosed |
$1.08M - $1.15M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-26.5K- 28.17% |
$1.11M - $1.18M
|
67.7K
$3.09M
|
|
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-35.7K- 33.64% |
$1.49M - $1.59M
|
70.4K
$3.21M
|
|
|
May 10, 2022
Q1 2022
|
Wrapmanager Inc
|
SELL
|
- |
-40.8KClosed |
$1.7M - $1.81M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-46.3K- 46.27% |
$1.93M - $2.06M
|
53.8K
$2.45M
|
|
|
Apr 25, 2022
Q1 2022
|
Bell Bank
|
SELL
|
- |
-46.9K- 49.38% |
$1.96M - $2.09M
|
48.1K
$2.19M
|
|
|
Apr 22, 2022
Q1 2022
|
Gunma Bank,Ltd.
|
SELL
|
- |
-48KClosed |
$2M - $2.13M
|
0
$0
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-53.8K- 18.46% |
$2.25M - $2.39M
|
238K
$10.8M
|
|
|
Jun 10, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-57.9K- 35.89% |
$2.42M - $2.58M
|
103K
$4.72M
|
|
|
Apr 29, 2022
Q1 2022
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-62.8K- 49.76% |
$2.62M - $2.79M
|
63.4K
$2.89M
|
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-69.7KClosed |
$2.91M - $3.1M
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-90.9KClosed |
$3.8M - $4.04M
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-99.1KClosed |
$4.14M - $4.41M
|
0
$0
|
|
|
Sep 21, 2023
Q1 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-107K- 63.53% |
$4.48M - $4.77M
|
61.6K
$2.81M
|
|
|
May 06, 2022
Q1 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-128KClosed |
$5.33M - $5.68M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-233K- 97.22% |
$9.73M - $10.4M
|
6.67K
$304K
|
|
|
May 13, 2022
Q1 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-601K- 2.76% |
$25.1M - $26.7M
|
21.2M
$968M
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-753K- 97.64% |
$31.5M - $33.5M
|
18.2K
$832K
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.14M- 40.32% |
$47.6M - $50.7M
|
1.69M
$77M
|
|
|
May 16, 2022
Q1 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-11.4MClosed |
$476M - $507M
|
0
$0
|
|
|
May 18, 2022
Q1 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-13.1M- 98.25% |
$549M - $585M
|
235K
$10.7M
|