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
|
Optimum Investment Advisors
|
BUY
|
- |
1K+ 20.99% |
$35.6K - $43.1K
|
5.77K
$253K
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
972+ 9.08% |
$34.6K - $41.9K
|
11.7K
$513K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
962+ 1.21% |
$34.2K - $41.5K
|
80.7K
$3.55M
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
926+ 13.15% |
$32.9K - $39.9K
|
7.97K
$350K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
921+ 4.93% |
$32.8K - $39.7K
|
19.6K
$861K
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
883+ 8.19% |
$31.4K - $38K
|
11.7K
$512K
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
847+ 1.18% |
$30.1K - $36.5K
|
72.7K
$3.19M
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
844+ 17.79% |
$30K - $36.4K
|
5.59K
$246K
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
835New |
$29.7K - $36K
|
835
$36.7K
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
800+ 400.0% |
$28.5K - $34.5K
|
1K
$44K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
787+ 8.75% |
$28K - $33.9K
|
9.78K
$430K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
761+ 6.1% |
$27.1K - $32.8K
|
13.2K
$582K
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
735+ 11.74% |
$26.2K - $31.7K
|
7K
$307K
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
730+ 4.88% |
$26K - $31.5K
|
15.7K
$690K
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
719+ 4.37% |
$25.6K - $31K
|
17.2K
$755K
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
680+ 7.34% |
$24.2K - $29.3K
|
9.95K
$437K
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
620+ 6.87% |
$22.1K - $26.7K
|
9.65K
$424K
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
606+ 2.47% |
$21.6K - $26.1K
|
25.2K
$1.11M
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
BUY
|
- |
501+ 8.89% |
$17.8K - $21.6K
|
6.14K
$270K
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
499+ 3.57% |
$17.8K - $21.5K
|
14.5K
$636K
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
492+ 0.47% |
$17.5K - $21.2K
|
105K
$4.61M
|
|
May 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
487+ 3.03% |
$17.3K - $21K
|
16.6K
$728K
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
475+ 8.43% |
$16.9K - $20.5K
|
6.11K
$268K
|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
469+ 3.99% |
$16.7K - $20.2K
|
12.2K
$537K
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
459+ 6.76% |
$16.3K - $19.8K
|
7.25K
$319K
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
454+ 8.16% |
$16.2K - $19.6K
|
6.02K
$264K
|
|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
431+ 5.14% |
$15.3K - $18.6K
|
8.81K
$387K
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
410+ 1.18% |
$14.6K - $17.7K
|
35.1K
$1.54M
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
404+ 6.19% |
$14.4K - $17.4K
|
6.93K
$304K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
396+ 125.71% |
$14.1K - $17.1K
|
711
$31.2K
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
381+ 4.63% |
$13.6K - $16.4K
|
8.61K
$378K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
379New |
$13.5K - $16.3K
|
379
$16.7K
|
|
Apr 18, 2023
Q1 2023
|
Vantage Investment Partners, LLC
|
BUY
|
- |
360+ 4.66% |
$12.8K - $15.5K
|
8.09K
$355K
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
355New |
$12.6K - $15.3K
|
355
$15.6K
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
333+ 333.0% |
$11.8K - $14.3K
|
433
$19K
|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
326+ 3.18% |
$11.6K - $14K
|
10.6K
$465K
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
307New |
$10.9K - $13.2K
|
307
$13.5K
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
300New |
$10.7K - $12.9K
|
300
$13.2K
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
290New |
$10.3K - $12.5K
|
290
$12.7K
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
262+ 1.93% |
$9.32K - $11.3K
|
13.8K
$608K
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
259+ 1.68% |
$9.22K - $11.2K
|
15.7K
$690K
|
|
May 10, 2023
Q1 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
257+ 1.05% |
$9.14K - $11.1K
|
24.7K
$1.09M
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
250+ 4.94% |
$8.9K - $10.8K
|
5.32K
$234K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
241New |
$8.57K - $10.4K
|
241
$10.6K
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
241+ 1.17% |
$8.57K - $10.4K
|
20.9K
$918K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
240+ 2400.0% |
$8.54K - $10.3K
|
250
$11K
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
225New |
$8.01K - $9.7K
|
225
$9.89K
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
207+ 1.55% |
$7.37K - $8.92K
|
13.6K
$597K
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
204+ 0.58% |
$7.26K - $8.79K
|
35.2K
$1.55M
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
188+ 16.35% |
$6.69K - $8.1K
|
1.34K
$58.8K
|