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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
168+ 0.95% |
$5.98K - $7.24K
|
17.8K
$784K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
159+ 21.43% |
$5.66K - $6.85K
|
901
$39.6K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
142+ 0.84% |
$5.05K - $6.12K
|
17K
$747K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
118+ 118.0% |
$4.2K - $5.08K
|
218
$9.58K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
116+ 1.0% |
$4.13K - $5K
|
11.8K
$517K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
109+ 1.97% |
$3.88K - $4.7K
|
5.65K
$248K
|
|
|
May 15, 2023
Q1 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
109+ 1.07% |
$3.88K - $4.7K
|
10.3K
$453K
|
|
|
Apr 05, 2023
Q1 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
107+ 1.05% |
$3.81K - $4.61K
|
10.3K
$453K
|
|
|
May 08, 2023
Q1 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
102+ 1.05% |
$3.63K - $4.4K
|
9.85K
$433K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
101+ 7.3% |
$3.59K - $4.35K
|
1.48K
$65.2K
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
89+ 1.67% |
$3.17K - $3.84K
|
5.42K
$238K
|
|
|
Apr 20, 2023
Q1 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
84+ 0.77% |
$2.99K - $3.62K
|
11K
$484K
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
75+ 0.91% |
$2.67K - $3.23K
|
8.32K
$366K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
55+ 0.4% |
$1.96K - $2.37K
|
13.8K
$606K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
51+ 196.15% |
$1.81K - $2.2K
|
77
$3.38K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
37+ 0.48% |
$1.32K - $1.59K
|
7.82K
$344K
|
|
|
May 16, 2023
Q1 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
35+ 0.06% |
$1.25K - $1.51K
|
58.1K
$2.55M
|
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
26+ 0.25% |
$925 - $1.12K
|
10.5K
$463K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
26+ 0.04% |
$925 - $1.12K
|
72.6K
$3.19M
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
24+ 0.44% |
$854 - $1.03K
|
5.49K
$241K
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
19+ 0.14% |
$676 - $819
|
13.5K
$594K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
18+ 0.32% |
$640 - $776
|
5.73K
$252K
|
|
|
Apr 12, 2023
Q1 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
18+ 0.07% |
$640 - $776
|
24.1K
$1.06M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
17+ 0.08% |
$605 - $733
|
20.4K
$898K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.82% |
$463 - $560
|
1.59K
$69.9K
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
BUY
|
- |
13+ 0.1% |
$463 - $560
|
13.4K
$588K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
11+ 0.13% |
$391 - $474
|
8.64K
$380K
|
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
11+ 1.08% |
$391 - $474
|
1.03K
$45.4K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10New |
$356 - $431
|
10
$440
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
9+ 42.86% |
$320 - $388
|
30
$1.32K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
7+ 0.1% |
$249 - $302
|
7.07K
$311K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
6+ 50.0% |
$213 - $259
|
18
$791
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4+ 0.07% |
$142 - $172
|
5.48K
$241K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
4+ 18.18% |
$142 - $172
|
26
$1.14K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
4New |
$142 - $172
|
4
$176
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
3+ 0.03% |
$107 - $129
|
9.24K
$406K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
3+ 0.03% |
$107 - $129
|
9.84K
$432K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
2+ 0.01% |
$71.2 - $86.2
|
35.5K
$1.56M
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1+ 2.08% |
$35.6 - $43.1
|
49
$2.15K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-4- 0.05% |
$142 - $172
|
8.25K
$363K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-4- 0.05% |
$142 - $172
|
8.16K
$359K
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-7- 0.1% |
$249 - $302
|
7K
$308K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8- 0.09% |
$285 - $345
|
8.61K
$378K
|
|
|
Apr 21, 2023
Q1 2023
|
Acas, LLC
|
SELL
|
- |
-25- 0.42% |
$890 - $1.08K
|
5.94K
$261K
|
|
|
May 04, 2023
Q1 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-27- 0.36% |
$961 - $1.16K
|
7.37K
$324K
|
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-52- 0.62% |
$1.85K - $2.24K
|
8.27K
$364K
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-68- 0.38% |
$2.42K - $2.93K
|
17.8K
$782K
|
|
|
May 08, 2023
Q1 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-100- 0.3% |
$3.56K - $4.31K
|
33.1K
$1.46M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-100- 0.54% |
$3.56K - $4.31K
|
18.5K
$814K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-113- 4.32% |
$4.02K - $4.87K
|
2.5K
$110K
|