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 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.27K- 35.58% |
$116K - $141K
|
5.91K
$260K
|
|
|
May 15, 2023
Q1 2023
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-3.27K- 19.27% |
$116K - $141K
|
13.7K
$602K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.55K- 9.72% |
$126K - $153K
|
33K
$1.45M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.95K- 8.86% |
$140K - $170K
|
40.6K
$1.78M
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-4K- 31.05% |
$142K - $172K
|
8.88K
$390K
|
|
|
May 09, 2023
Q1 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-4.03K- 5.31% |
$143K - $173K
|
71.8K
$3.15M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.27K- 39.64% |
$152K - $184K
|
6.51K
$286K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.7K- 22.3% |
$167K - $203K
|
16.4K
$720K
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
SELL
|
- |
-4.96K- 4.41% |
$176K - $214K
|
108K
$4.73M
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-5.18K- 8.59% |
$184K - $223K
|
55.1K
$2.42M
|
|
|
May 02, 2023
Q1 2023
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-5.89K- 17.04% |
$210K - $254K
|
28.7K
$1.26M
|
|
|
Apr 19, 2023
Q1 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-6.22K- 51.86% |
$221K - $268K
|
5.77K
$254K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-6.29K- 14.9% |
$224K - $271K
|
35.9K
$1.58M
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
SELL
|
- |
-6.61K- 12.65% |
$235K - $285K
|
45.6K
$2.01M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-7.16K- 28.32% |
$255K - $309K
|
18.1K
$797K
|
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-8.88K- 11.92% |
$316K - $383K
|
65.6K
$2.88M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-9.22K- 34.07% |
$328K - $397K
|
17.8K
$784K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.4K- 18.47% |
$370K - $448K
|
45.9K
$2.02M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-10.8K- 5.05% |
$385K - $466K
|
203K
$8.94M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-11.1K- 48.44% |
$396K - $479K
|
11.8K
$520K
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-11.4K- 30.52% |
$407K - $493K
|
26K
$1.14M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.5K- 4.1% |
$411K - $497K
|
270K
$11.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-12.2K- 21.7% |
$435K - $526K
|
44.1K
$1.94M
|
|
|
Apr 24, 2023
Q1 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-12.3K- 16.13% |
$437K - $529K
|
63.9K
$2.81M
|
|
|
Apr 17, 2023
Q1 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-13.1K- 59.5% |
$466K - $565K
|
8.92K
$392K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-13.6K- 22.87% |
$485K - $587K
|
45.9K
$2.02M
|
|
|
Apr 13, 2023
Q1 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-14.2K- 13.65% |
$507K - $613K
|
90.1K
$3.96M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-14.9K- 69.82% |
$531K - $643K
|
6.45K
$284K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-15.9K- 23.01% |
$567K - $686K
|
53.3K
$2.34M
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-16.8K- 19.49% |
$597K - $723K
|
69.3K
$3.05M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-20.9K- 15.71% |
$743K - $900K
|
112K
$4.92M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-21K- 76.31% |
$747K - $905K
|
6.52K
$286K
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-21.4K- 47.92% |
$760K - $921K
|
23.2K
$1.02M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-21.4K- 91.92% |
$762K - $922K
|
1.88K
$82.8K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-22K- 42.44% |
$782K - $947K
|
29.8K
$1.31M
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-24.4K- 10.2% |
$867K - $1.05M
|
215K
$9.43M
|
|
|
Apr 17, 2023
Q1 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-25.5K- 44.31% |
$908K - $1.1M
|
32.1K
$1.41M
|
|
|
May 05, 2023
Q1 2023
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-28.3K- 26.13% |
$1.01M - $1.22M
|
80K
$3.52M
|
|
|
Apr 18, 2023
Q1 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-29.8K- 30.76% |
$1.06M - $1.29M
|
67.2K
$2.95M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-31K- 28.8% |
$1.1M - $1.33M
|
76.6K
$3.37M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-37.3K- 12.4% |
$1.33M - $1.61M
|
263K
$11.6M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-45.9K- 99.78% |
$1.63M - $1.98M
|
100
$4.4K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-46.1K- 3.78% |
$1.64M - $1.98M
|
1.17M
$51.6M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-53.6K- 12.27% |
$1.91M - $2.31M
|
383K
$16.8M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-55.3K- 29.19% |
$1.97M - $2.38M
|
134K
$5.89M
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-56.3K- 39.03% |
$2M - $2.43M
|
88K
$3.87M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-64.7K- 48.6% |
$2.3M - $2.79M
|
68.4K
$3.01M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-121K- 51.58% |
$4.31M - $5.23M
|
114K
$5M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-127K- 77.53% |
$4.51M - $5.46M
|
36.7K
$1.61M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-142K- 28.05% |
$5.05M - $6.11M
|
364K
$16M
|