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 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-150K- 30.04% |
$5.32M - $6.44M
|
348K
$15.3M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-181K- 12.45% |
$6.43M - $7.78M
|
1.27M
$55.8M
|
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Services
|
SELL
|
- |
-193K- 78.18% |
$6.85M - $8.3M
|
53.8K
$2.36M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-290K- 33.85% |
$10.3M - $12.5M
|
567K
$24.9M
|
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-351K- 82.11% |
$12.5M - $15.1M
|
76.4K
$3.36M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-424K- 23.9% |
$15.1M - $18.3M
|
1.35M
$59.4M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-455K- 13.33% |
$16.2M - $19.6M
|
2.96M
$130M
|
|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
SELL
|
- |
-486K- 95.4% |
$17.3M - $20.9M
|
23.4K
$1.03M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-528K- 19.99% |
$18.8M - $22.7M
|
2.11M
$92.8M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
SELL
|
- |
-528K- 19.99% |
$18.8M - $22.7M
|
2.11M
$92.8M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-17.4M- 97.15% |
$620M - $750M
|
510K
$22.4M
|