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 |
---|---|---|---|---|---|---|---|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
10.1K+ 106.18% |
$391K - $460K
|
19.6K
$896K
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
10.1K+ 11.34% |
$390K - $458K
|
99K
$4.52M
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
10.1K+ 25.01% |
$388K - $457K
|
50.2K
$2.29M
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10KNew |
$388K - $456K
|
10K
$458K
|
|
Aug 11, 2022
Q2 2022
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
10K+ 40.0% |
$386K - $455K
|
35K
$1.6M
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.53KNew |
$368K - $433K
|
9.53K
$435K
|
|
Jul 18, 2022
Q2 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
9.41KNew |
$364K - $428K
|
9.41K
$429K
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
9.28K+ 31.37% |
$359K - $422K
|
38.9K
$1.77M
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
8.91K+ 163.83% |
$344K - $405K
|
14.3K
$654K
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
8.77K+ 44.38% |
$339K - $399K
|
28.5K
$1.3M
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
8.49K+ 10.69% |
$328K - $386K
|
87.9K
$4.01M
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.17K+ 131.02% |
$315K - $371K
|
14.4K
$657K
|
|
Aug 15, 2022
Q2 2022
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
8.16KNew |
$315K - $371K
|
8.16K
$372K
|
|
Jul 15, 2022
Q2 2022
|
Berkshire Bank
|
BUY
|
- |
8.12K+ 51.88% |
$314K - $369K
|
23.8K
$1.08M
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.08K+ 23.3% |
$312K - $367K
|
42.8K
$1.95M
|
|
Aug 12, 2022
Q2 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
7.82K+ 152.62% |
$302K - $355K
|
12.9K
$591K
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
BUY
|
- |
7.6K+ 88.84% |
$294K - $346K
|
16.2K
$737K
|
|
Jul 25, 2022
Q2 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
7.5K+ 1.27% |
$290K - $341K
|
599K
$27.3M
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.38K+ 2.91% |
$285K - $335K
|
261K
$11.9M
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
7.35K+ 13.72% |
$284K - $334K
|
60.9K
$2.78M
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.04KNew |
$272K - $320K
|
7.04K
$321K
|
|
Aug 03, 2022
Q2 2022
|
Financial Insights, Inc.
|
BUY
|
- |
7K+ 141.47% |
$271K - $318K
|
12K
$545K
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
6.51K+ 16.3% |
$252K - $296K
|
46.5K
$2.12M
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
BUY
|
- |
6.27KNew |
$242K - $285K
|
6.27K
$286K
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.22K+ 65.04% |
$240K - $283K
|
15.8K
$720K
|
|
Jul 15, 2022
Q2 2022
|
Mc Adam, LLC
|
BUY
|
- |
6.22K+ 77.55% |
$240K - $282K
|
14.2K
$649K
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.08KNew |
$235K - $276K
|
6.08K
$277K
|
|
Aug 15, 2022
Q2 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
6.06K+ 11.81% |
$234K - $275K
|
57.3K
$2.62M
|
|
Jul 12, 2022
Q2 2022
|
Rothschild Investment Corp
|
BUY
|
- |
6KNew |
$232K - $273K
|
6K
$274K
|
|
Aug 11, 2022
Q2 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
6KNew |
$232K - $273K
|
6K
$274K
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
5.99K+ 101.06% |
$232K - $272K
|
11.9K
$544K
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.99KNew |
$231K - $272K
|
5.99K
$273K
|
|
Aug 11, 2022
Q2 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
5.98K+ 12.74% |
$231K - $272K
|
52.9K
$2.41M
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.95KNew |
$230K - $270K
|
5.95K
$271K
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.91KNew |
$228K - $269K
|
5.91K
$270K
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.79K+ 97.89% |
$224K - $263K
|
11.7K
$534K
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.68KNew |
$219K - $258K
|
5.68K
$259K
|
|
Aug 04, 2022
Q2 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
5.58KNew |
$215K - $253K
|
5.58K
$254K
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
5.37K+ 14.58% |
$207K - $244K
|
42.2K
$1.92M
|
|
Jul 12, 2022
Q2 2022
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
5.11K+ 20.51% |
$197K - $232K
|
30K
$1.37M
|
|
Aug 01, 2022
Q2 2022
|
Graypoint LLC
|
BUY
|
- |
5.1KNew |
$197K - $232K
|
5.1K
$233K
|
|
Jul 08, 2022
Q2 2022
|
Qp Wealth Management, LLC
|
BUY
|
- |
5.08KNew |
$196K - $231K
|
5.08K
$232K
|
|
Aug 11, 2022
Q2 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.9K+ 20.45% |
$189K - $223K
|
28.9K
$1.32M
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.8K+ 6.32% |
$185K - $218K
|
80.7K
$3.68M
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
4.5K+ 25.77% |
$174K - $205K
|
22K
$1M
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.43K+ 15.6% |
$171K - $201K
|
32.8K
$1.5M
|
|
Aug 15, 2022
Q2 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4.2K+ 37.37% |
$162K - $191K
|
15.5K
$705K
|
|
Aug 09, 2022
Q2 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
BUY
|
- |
4.14K+ 30.3% |
$160K - $188K
|
17.8K
$812K
|
|
Aug 25, 2022
Q2 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
4.1K+ 5.83% |
$158K - $186K
|
74.5K
$3.4M
|
|
Jul 27, 2022
Q2 2022
|
Bellecapital International Ltd.
|
BUY
|
- |
3.97K+ 24.1% |
$153K - $181K
|
20.5K
$933K
|