Purchases and Sales Made in Q1 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 Q1 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 |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
6.77M+ 66.37% |
$241M - $292M
|
17M
$750M
|
|
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
4.25M+ 1407.29% |
$151M - $183M
|
4.55M
$201M
|
|
May 02, 2023
Q1 2023
|
Parker Investment Management, LLC
|
BUY
|
- |
2.28MNew |
$81.2M - $98.4M
|
2.28M
$101M
|
|
May 10, 2023
Q1 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
1.05M+ 17.07% |
$37.4M - $45.2M
|
7.2M
$318M
|
|
May 10, 2023
Q1 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
754K+ 50.24% |
$26.8M - $32.5M
|
2.25M
$99.6M
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
357KNew |
$12.7M - $15.4M
|
357K
$15.8M
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
282KNew |
$10M - $12.2M
|
282K
$12.5M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
205K+ 97.08% |
$7.28M - $8.81M
|
415K
$18.4M
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
176K+ 31.56% |
$6.26M - $7.58M
|
733K
$32.4M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
155K+ 2.81% |
$5.51M - $6.68M
|
5.67M
$250M
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
104K+ 117.61% |
$3.71M - $4.49M
|
193K
$8.52M
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
103K+ 38.63% |
$3.66M - $4.43M
|
369K
$16.3M
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
83.6KNew |
$2.97M - $3.6M
|
83.6K
$3.69M
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
72.3K+ 247.88% |
$2.57M - $3.11M
|
101K
$4.48M
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
63.4K+ 27.8% |
$2.25M - $2.73M
|
291K
$12.9M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
63.1K+ 5.19% |
$2.24M - $2.72M
|
1.28M
$56.5M
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
58.6K+ 144.06% |
$2.09M - $2.53M
|
99.3K
$4.39M
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
56.9K+ 193.87% |
$2.03M - $2.45M
|
86.3K
$3.81M
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
55.6K+ 104.09% |
$1.98M - $2.39M
|
109K
$4.81M
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
51.3KNew |
$1.83M - $2.21M
|
51.3K
$2.27M
|
|
May 15, 2023
Q1 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
49.4KNew |
$1.76M - $2.13M
|
49.4K
$2.18M
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
43.2K+ 11.08% |
$1.54M - $1.86M
|
433K
$19.1M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
42.5K+ 1.2% |
$1.51M - $1.83M
|
3.6M
$159M
|
|
Apr 21, 2023
Q1 2023
|
Econ Financial Services Corp
|
BUY
|
- |
42.5KNew |
$1.51M - $1.83M
|
42.5K
$1.88M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
42.4K+ 15.79% |
$1.51M - $1.83M
|
311K
$13.7M
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
38.5KNew |
$1.37M - $1.66M
|
38.5K
$1.7M
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
37.9K+ 7.48% |
$1.35M - $1.63M
|
545K
$24.1M
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
37.9K+ 7.48% |
$1.35M - $1.63M
|
545K
$24.1M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
37.5K+ 13.86% |
$1.34M - $1.62M
|
308K
$13.6M
|
|
May 02, 2023
Q1 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
36.7K+ 14.22% |
$1.31M - $1.58M
|
295K
$13M
|
|
Apr 19, 2023
Q1 2023
|
Gunma Bank,Ltd.
|
BUY
|
- |
36K+ 26.67% |
$1.28M - $1.55M
|
171K
$7.56M
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
35.7K+ 213.87% |
$1.27M - $1.54M
|
52.4K
$2.31M
|
|
May 04, 2023
Q1 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
34K+ 9.2% |
$1.21M - $1.46M
|
404K
$17.8M
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
31.7K+ 286.68% |
$1.13M - $1.36M
|
42.7K
$1.89M
|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
31K+ 5.03% |
$1.1M - $1.34M
|
648K
$28.6M
|
|
Jun 01, 2023
Q1 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
30.8KNew |
$1.1M - $1.33M
|
30.8K
$1.36M
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
30.3KNew |
$1.08M - $1.31M
|
30.3K
$1.34M
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
29.9K+ 167.75% |
$1.07M - $1.29M
|
47.8K
$2.11M
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
26.7K+ 51.53% |
$948K - $1.15M
|
78.4K
$3.46M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
26.4K+ 14.68% |
$940K - $1.14M
|
206K
$9.12M
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
24.9K+ 18.66% |
$887K - $1.07M
|
159K
$7.01M
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
23.9KNew |
$851K - $1.03M
|
23.9K
$1.06M
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
23.7KNew |
$843K - $1.02M
|
23.7K
$1.05M
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
21.7K+ 205.24% |
$771K - $934K
|
32.2K
$1.42M
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
20.9KNew |
$745K - $902K
|
20.9K
$925K
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20.8K+ 22.99% |
$741K - $898K
|
111K
$4.93M
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
20.6K+ 5.54% |
$735K - $890K
|
393K
$17.4M
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
20.6KNew |
$733K - $888K
|
20.6K
$911K
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
20.1K+ 27.04% |
$717K - $868K
|
94.6K
$4.18M
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
20.1K+ 12.62% |
$715K - $866K
|
179K
$7.92M
|