Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
28.2MNew |
$1.09B - $1.28B
|
28.2M
$1.25B
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.76M+ 191.68% |
$107M - $126M
|
4.2M
$187M
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
BUY
|
- |
2.29MNew |
$88.5M - $104M
|
2.29M
$102M
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
2.29MNew |
$88.5M - $104M
|
2.29M
$102M
|
|
|
Aug 04, 2022
Q2 2022
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
1.31M+ 22.44% |
$50.7M - $59.7M
|
7.17M
$318M
|
|
|
Aug 16, 2022
Q2 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
1.18M+ 108.65% |
$45.4M - $53.4M
|
2.26M
$100M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.14M+ 67.55% |
$44M - $51.8M
|
2.83M
$126M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.14M+ 67.55% |
$44M - $51.8M
|
2.83M
$126M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
741K+ 39.33% |
$28.6M - $33.7M
|
2.62M
$117M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
646K+ 63.15% |
$25M - $29.4M
|
1.67M
$74.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
606K+ 84.87% |
$23.4M - $27.5M
|
1.32M
$58.6M
|
|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
569K+ 3122.21% |
$22M - $25.9M
|
588K
$26.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
391KNew |
$15.1M - $17.8M
|
391K
$17.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
381KNew |
$14.7M - $17.3M
|
381K
$16.9M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
364K+ 47.21% |
$14.1M - $16.5M
|
1.14M
$50.4M
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
257K+ 39.36% |
$9.93M - $11.7M
|
910K
$40.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
246K+ 66.02% |
$9.49M - $11.2M
|
618K
$27.4M
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
182K+ 41.77% |
$7.03M - $8.27M
|
618K
$27.4M
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
179K+ 323.48% |
$6.93M - $8.15M
|
235K
$10.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
172K+ 167.68% |
$6.65M - $7.83M
|
275K
$12.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
161K+ 96.56% |
$6.2M - $7.3M
|
327K
$14.5M
|
|
|
Jul 28, 2022
Q2 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
141K+ 533.0% |
$5.44M - $6.4M
|
167K
$7.43M
|
|
|
Aug 04, 2022
Q2 2022
|
Parker Investment Management, LLC
|
BUY
|
- |
130KNew |
$5M - $5.89M
|
130K
$5.75M
|
|
|
Jul 26, 2022
Q2 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
128K+ 31.68% |
$4.94M - $5.81M
|
532K
$23.6M
|
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
120K+ 1971.76% |
$4.63M - $5.44M
|
126K
$5.59M
|
|
|
Jul 20, 2022
Q2 2022
|
Gunma Bank,Ltd.
|
BUY
|
- |
115KNew |
$4.44M - $5.23M
|
115K
$5.11M
|
|
|
Aug 08, 2022
Q2 2022
|
Coombe, Bender & CO LLC
|
BUY
|
- |
110KNew |
$4.25M - $5M
|
110K
$4.88M
|
|
|
Jul 26, 2022
Q2 2022
|
Strategic Equity Management
|
BUY
|
- |
103KNew |
$3.97M - $4.67M
|
103K
$4.57M
|
|
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
101K+ 164.48% |
$3.91M - $4.6M
|
163K
$7.23M
|
|
|
Aug 15, 2022
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
101K+ 164.47% |
$3.91M - $4.6M
|
163K
$7.23M
|
|
|
Aug 04, 2022
Q2 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
101K+ 98.92% |
$3.9M - $4.59M
|
203K
$9.02M
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
98.6KNew |
$3.81M - $4.48M
|
98.6K
$4.38M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
94K+ 14.86% |
$3.63M - $4.27M
|
727K
$32.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
92.6K+ 6.61% |
$3.58M - $4.21M
|
1.49M
$66.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
90.9KNew |
$3.51M - $4.13M
|
90.9K
$4.04M
|
|
|
Aug 04, 2022
Q2 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
86.6K+ 34.63% |
$3.35M - $3.94M
|
337K
$15M
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
79.7K+ 163.59% |
$3.08M - $3.62M
|
128K
$5.7M
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
77.1K+ 113.85% |
$2.98M - $3.5M
|
145K
$6.43M
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
74.1K+ 1533.43% |
$2.86M - $3.37M
|
78.9K
$3.5M
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
69.9K+ 705.51% |
$2.7M - $3.18M
|
79.8K
$3.54M
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
69.5K+ 506.43% |
$2.69M - $3.16M
|
83.3K
$3.7M
|
|
|
Aug 05, 2022
Q2 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
67.1K+ 38.4% |
$2.59M - $3.05M
|
242K
$10.7M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
65.6K+ 62.12% |
$2.53M - $2.98M
|
171K
$7.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
61.8KNew |
$2.39M - $2.81M
|
61.8K
$2.74M
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
61.8K+ 15.1% |
$2.39M - $2.81M
|
471K
$20.9M
|
|
|
Jul 18, 2022
Q2 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
61.1KNew |
$2.36M - $2.78M
|
61.1K
$2.71M
|
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
58K+ 668.74% |
$2.24M - $2.64M
|
66.7K
$2.96M
|
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
57.3K+ 88.99% |
$2.22M - $2.61M
|
122K
$5.41M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
54.8K+ 32.64% |
$2.12M - $2.49M
|
223K
$9.9M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
44K+ 33.79% |
$1.7M - $2M
|
174K
$7.74M
|