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 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-196- 0.91% |
$6.97K - $8.45K
|
21.3K
$935K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-205- 2.23% |
$7.29K - $8.83K
|
8.99K
$395K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-223- 1.0% |
$7.93K - $9.61K
|
22.1K
$972K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-240- 96.0% |
$8.54K - $10.3K
|
10
$440
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-248- 0.38% |
$8.82K - $10.7K
|
65K
$2.86M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-253Closed |
$9K - $10.9K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-291- 35.93% |
$10.4K - $12.5K
|
519
$22.8K
|
|
|
Jul 10, 2024
Q1 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-315- 5.2% |
$11.2K - $13.6K
|
5.74K
$252K
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-323- 2.39% |
$11.5K - $13.9K
|
13.2K
$579K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-326- 55.63% |
$11.6K - $14K
|
260
$11.4K
|
|
|
Aug 17, 2023
Q1 2023
|
Peterson Wealth Management
|
SELL
|
- |
-342- 4.16% |
$12.2K - $14.7K
|
7.88K
$346K
|
|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-413- 5.65% |
$14.7K - $17.8K
|
6.9K
$303K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-448- 5.89% |
$15.9K - $19.3K
|
7.16K
$314K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-456- 5.01% |
$16.2K - $19.6K
|
8.65K
$380K
|
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-500- 3.65% |
$17.8K - $21.5K
|
13.2K
$581K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-528- 2.01% |
$18.8K - $22.8K
|
25.8K
$1.13M
|
|
|
Apr 26, 2023
Q1 2023
|
Financial Life Advisors
|
SELL
|
- |
-587- 1.5% |
$20.9K - $25.3K
|
38.6K
$1.7M
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-611- 3.68% |
$21.7K - $26.3K
|
16K
$702K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-619- 4.28% |
$22K - $26.7K
|
13.8K
$608K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-719- 5.85% |
$25.6K - $31K
|
11.6K
$509K
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-825- 5.69% |
$29.4K - $35.5K
|
13.7K
$601K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-904- 7.18% |
$32.2K - $39K
|
11.7K
$514K
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-920- 21.81% |
$32.7K - $39.6K
|
3.3K
$145K
|
|
|
May 04, 2023
Q1 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-958- 2.48% |
$34.1K - $41.3K
|
37.6K
$1.65M
|
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.03K- 6.85% |
$36.7K - $44.5K
|
14K
$616K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.08K- 5.0% |
$38.4K - $46.5K
|
20.5K
$901K
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.09K- 12.69% |
$38.9K - $47.1K
|
7.53K
$331K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.18K- 2.53% |
$42K - $50.9K
|
45.5K
$2M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.19K- 14.08% |
$42.3K - $51.3K
|
7.26K
$319K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.2K- 4.99% |
$42.7K - $51.7K
|
22.9K
$1.01M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.22K- 2.65% |
$43.3K - $52.4K
|
44.7K
$1.96M
|
|
|
May 05, 2023
Q1 2023
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-1.24K- 5.22% |
$44K - $53.3K
|
22.5K
$987K
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-1.25K- 1.92% |
$44.4K - $53.7K
|
63.8K
$2.8M
|
|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-1.27K- 3.23% |
$45.2K - $54.8K
|
38.1K
$1.67M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.28K- 0.96% |
$45.6K - $55.2K
|
132K
$5.8M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.56K- 14.74% |
$55.3K - $67K
|
9K
$395K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.6K- 5.36% |
$56.9K - $68.9K
|
28.2K
$1.24M
|
|
|
May 17, 2023
Q1 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-1.72K- 13.07% |
$61.1K - $73.9K
|
11.4K
$501K
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.75K- 1.87% |
$62.2K - $75.3K
|
91.8K
$4.04M
|
|
|
Apr 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.92K- 6.91% |
$68.3K - $82.7K
|
25.9K
$1.14M
|
|
|
May 11, 2023
Q1 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-1.97K- 4.48% |
$70K - $84.7K
|
41.9K
$1.84M
|
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-2.17K- 4.56% |
$77.1K - $93.4K
|
45.3K
$1.99M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.23K- 2.76% |
$79.2K - $95.9K
|
78.4K
$3.44M
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-2.25K- 3.01% |
$80.2K - $97.1K
|
72.6K
$3.19M
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-2.43K- 13.97% |
$86.6K - $105K
|
15K
$659K
|
|
|
May 17, 2023
Q1 2023
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-2.44K- 27.47% |
$86.9K - $105K
|
6.45K
$283K
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-2.5K- 22.1% |
$89K - $108K
|
8.82K
$388K
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.62K- 24.76% |
$93.3K - $113K
|
7.97K
$350K
|
|
|
May 04, 2023
Q1 2023
|
Treasure Coast Financial Planning
|
SELL
|
- |
-2.92K- 28.71% |
$104K - $126K
|
7.26K
$319K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.22K- 5.68% |
$115K - $139K
|
53.5K
$2.35M
|