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 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.56K+ 36.02% |
$162K - $196K
|
17.2K
$757K
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
4.52K+ 6.31% |
$161K - $195K
|
76.2K
$3.35M
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.32K+ 22.07% |
$154K - $186K
|
23.9K
$1.05M
|
|
|
Apr 28, 2023
Q1 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
4.28K+ 6.82% |
$152K - $185K
|
67.1K
$2.95M
|
|
|
Apr 27, 2023
Q1 2023
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
4.25K+ 1.58% |
$151K - $183K
|
274K
$12M
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
4.17K+ 41.18% |
$148K - $179K
|
14.3K
$628K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
4.06K+ 5.28% |
$144K - $175K
|
81K
$3.56M
|
|
|
Apr 07, 2023
Q1 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
3.98K+ 37.29% |
$141K - $171K
|
14.6K
$643K
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.97K+ 4.71% |
$141K - $171K
|
88.4K
$3.88M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.94K+ 3.79% |
$140K - $170K
|
108K
$4.75M
|
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3.89K+ 18.56% |
$138K - $167K
|
24.8K
$1.09M
|
|
|
Apr 21, 2023
Q1 2023
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
3.84K+ 2.21% |
$136K - $165K
|
177K
$7.78M
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
3.79K+ 55.18% |
$135K - $163K
|
10.7K
$468K
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
3.74K+ 1.81% |
$133K - $161K
|
211K
$9.26M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.69K+ 93.68% |
$131K - $159K
|
7.63K
$335K
|
|
|
Apr 18, 2023
Q1 2023
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
3.59K+ 2.98% |
$128K - $155K
|
124K
$5.46M
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.5K+ 54.19% |
$124K - $151K
|
9.95K
$437K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
3.4K+ 9.11% |
$121K - $146K
|
40.7K
$1.79M
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
3.35K+ 3.71% |
$119K - $144K
|
93.6K
$4.11M
|
|
|
Apr 11, 2023
Q1 2023
|
Berkshire Bank
|
BUY
|
- |
3.3K+ 10.3% |
$117K - $142K
|
35.3K
$1.55M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.18K+ 3.66% |
$113K - $137K
|
90.2K
$3.97M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3K+ 14.2% |
$107K - $129K
|
24.1K
$1.06M
|
|
|
Apr 25, 2023
Q1 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
2.98K+ 14.56% |
$106K - $128K
|
23.4K
$1.03M
|
|
|
May 05, 2023
Q1 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
2.85K+ 22.55% |
$101K - $123K
|
15.5K
$680K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
2.7K+ 0.7% |
$96.1K - $116K
|
390K
$17.1M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.53K+ 6.91% |
$90.2K - $109K
|
39.2K
$1.72M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.3KNew |
$81.8K - $99.1K
|
2.3K
$101K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.29K+ 2.73% |
$81.4K - $98.5K
|
86.1K
$3.78M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.23K+ 17.4% |
$79.5K - $96.2K
|
15.1K
$662K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.01K+ 4.17% |
$71.4K - $86.5K
|
50.2K
$2.21M
|
|
|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.97K+ 128.43% |
$69.9K - $84.7K
|
3.5K
$154K
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
1.96K+ 30.26% |
$69.8K - $84.6K
|
8.45K
$371K
|
|
|
May 10, 2023
Q1 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
1.96K+ 2.21% |
$69.7K - $84.5K
|
90.8K
$3.99M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.91K+ 8.28% |
$67.9K - $82.2K
|
24.9K
$1.1M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.7K+ 3.68% |
$60.6K - $73.4K
|
48K
$2.11M
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.58K+ 2.25% |
$56.2K - $68.1K
|
71.9K
$3.16M
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1.56K+ 17.91% |
$55.6K - $67.4K
|
10.3K
$453K
|
|
|
Apr 18, 2023
Q1 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.53K+ 1.17% |
$54.3K - $65.7K
|
132K
$5.81M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.51K+ 18.52% |
$53.8K - $65.2K
|
9.68K
$425K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.49K+ 14900.0% |
$53K - $64.2K
|
1.5K
$65.9K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.49KNew |
$52.9K - $64K
|
1.49K
$65.3K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.48KNew |
$52.7K - $63.9K
|
1.48K
$65.1K
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
BUY
|
- |
1.42K+ 194.9% |
$50.3K - $61K
|
2.14K
$94.1K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.3K+ 22.03% |
$46.1K - $55.8K
|
7.18K
$315K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.27K+ 2.05% |
$45.1K - $54.6K
|
63.1K
$2.77M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.22K+ 2.72% |
$43.3K - $52.4K
|
45.9K
$2.02M
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
BUY
|
- |
1.13K+ 14.94% |
$40.3K - $48.9K
|
8.72K
$383K
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
1.08KNew |
$38.5K - $46.6K
|
1.08K
$47.5K
|
|
|
Apr 14, 2023
Q1 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
1.08K+ 4.95% |
$38.4K - $46.5K
|
22.8K
$1M
|
|
|
Apr 17, 2023
Q1 2023
|
Security National Bank
|
BUY
|
- |
1.01K+ 18.32% |
$36K - $43.6K
|
6.54K
$287K
|