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 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
20K+ 45.95% |
$711K - $861K
|
63.5K
$2.79M
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
19.7K+ 30.57% |
$701K - $849K
|
84.2K
$3.7M
|
|
|
May 12, 2023
Q1 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
19.5K+ 39.0% |
$694K - $840K
|
69.5K
$3.05M
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
18.1K+ 4.27% |
$644K - $780K
|
442K
$19.4M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
18K+ 1.58% |
$640K - $775K
|
1.16M
$50.9M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
18K+ 25.49% |
$639K - $774K
|
88.5K
$3.89M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.8K+ 23.68% |
$597K - $723K
|
87.6K
$3.85M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.3K+ 13.5% |
$580K - $702K
|
137K
$6.02M
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
15.2K+ 152.16% |
$542K - $656K
|
25.2K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
14.5KNew |
$517K - $626K
|
14.5K
$638K
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14.4KNew |
$513K - $621K
|
14.4K
$634K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
14.3KNew |
$508K - $616K
|
14.3K
$628K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
14.1K+ 100.0% |
$502K - $608K
|
28.2K
$1.24M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13.9K+ 5.11% |
$493K - $597K
|
285K
$12.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
13.1K+ 178.54% |
$466K - $565K
|
20.4K
$899K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
13K+ 188.28% |
$463K - $561K
|
19.9K
$876K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
12.9K+ 31.18% |
$460K - $557K
|
54.4K
$2.39M
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
12.8K+ 14.27% |
$456K - $553K
|
103K
$4.51M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
12.5K+ 74.78% |
$446K - $540K
|
29.3K
$1.29M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
12.1K+ 1014.31% |
$429K - $519K
|
13.2K
$582K
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
12KNew |
$427K - $517K
|
12K
$528K
|
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
11.1KNew |
$394K - $477K
|
11.1K
$486K
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
10.6KNew |
$376K - $456K
|
10.6K
$465K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
9.59K+ 30.9% |
$341K - $413K
|
40.6K
$1.78M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
9.34K+ 53.54% |
$332K - $402K
|
26.8K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.22K+ 11.68% |
$328K - $397K
|
88.2K
$3.88M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.17KNew |
$326K - $395K
|
9.17K
$403K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
9KNew |
$320K - $388K
|
9K
$395K
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
8.82K+ 36.75% |
$314K - $380K
|
32.8K
$1.44M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.73K+ 20.12% |
$311K - $376K
|
52.1K
$2.29M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.3K+ 145.88% |
$295K - $357K
|
14K
$615K
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
8.14KNew |
$290K - $351K
|
8.14K
$358K
|
|
|
May 09, 2023
Q1 2023
|
Sws Partners
|
BUY
|
- |
8.03K+ 4.44% |
$286K - $346K
|
189K
$8.29M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.86KNew |
$280K - $339K
|
7.86K
$346K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
7.74K+ 9.23% |
$275K - $333K
|
91.5K
$4.02M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.75K+ 35.72% |
$240K - $291K
|
25.7K
$1.13M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.61K+ 10.75% |
$235K - $285K
|
68.1K
$3M
|
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
6.35KNew |
$226K - $274K
|
6.35K
$279K
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
5.7KNew |
$203K - $246K
|
5.7K
$251K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.67KNew |
$202K - $244K
|
5.67K
$249K
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
5.48KNew |
$195K - $236K
|
5.48K
$241K
|
|
|
Apr 19, 2023
Q1 2023
|
Simpli Fi, Inc.
|
BUY
|
- |
5.48KNew |
$195K - $236K
|
5.48K
$241K
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
5.47KNew |
$194K - $236K
|
5.47K
$240K
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
5.42KNew |
$193K - $233K
|
5.42K
$238K
|
|
|
May 15, 2023
Q1 2023
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
5.39K+ 3.88% |
$192K - $232K
|
144K
$6.34M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.37KNew |
$191K - $232K
|
5.37K
$236K
|
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
5K+ 4.41% |
$178K - $215K
|
118K
$5.2M
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.96K+ 11.82% |
$177K - $214K
|
46.9K
$2.06M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.96K+ 11.82% |
$177K - $214K
|
46.9K
$2.06M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
4.62K+ 26.95% |
$164K - $199K
|
21.8K
$956K
|