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 07, 2022
Q2 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
3.88K+ 9.36% |
$150K - $176K
|
45.4K
$2.03M
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.8K+ 74.96% |
$147K - $173K
|
8.87K
$396K
|
|
|
Aug 10, 2022
Q2 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
3.64K+ 14.06% |
$141K - $165K
|
29.5K
$1.32M
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.61KNew |
$139K - $164K
|
3.61K
$161K
|
|
|
Jul 08, 2022
Q2 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
3.59K+ 16.87% |
$139K - $163K
|
24.9K
$1.11M
|
|
|
Aug 02, 2022
Q2 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
3.59K+ 17.65% |
$139K - $163K
|
23.9K
$1.07M
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.58K+ 38.42% |
$138K - $163K
|
12.9K
$575K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.46K+ 55.79% |
$134K - $157K
|
9.67K
$432K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.39K+ 12.85% |
$131K - $154K
|
29.8K
$1.33M
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.23K+ 31.85% |
$125K - $147K
|
13.4K
$597K
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.12K+ 162.75% |
$120K - $142K
|
5.03K
$225K
|
|
|
Aug 12, 2022
Q2 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
3.09K+ 2.98% |
$119K - $140K
|
107K
$4.77M
|
|
|
Aug 11, 2022
Q2 2022
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
2.93K+ 11.74% |
$113K - $133K
|
27.8K
$1.24M
|
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
BUY
|
- |
2.69K+ 3.44% |
$104K - $122K
|
80.8K
$3.61M
|
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
BUY
|
- |
2.64K+ 44.46% |
$102K - $120K
|
8.56K
$382K
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
2.57KNew |
$99.4K - $117K
|
2.57K
$115K
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.37KNew |
$91.6K - $108K
|
2.37K
$106K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
2.34KNew |
$90.5K - $106K
|
2.34K
$105K
|
|
|
Aug 15, 2022
Q2 2022
|
Vericrest Private Wealth
Newtown, PA |
BUY
|
- |
2.24K+ 13.25% |
$86.7K - $102K
|
19.2K
$857K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.13K+ 4.18% |
$82.1K - $96.6K
|
53K
$2.37M
|
|
|
Aug 10, 2022
Q2 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.08K+ 3.75% |
$80.2K - $94.3K
|
57.4K
$2.56M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.92K+ 11.34% |
$74.1K - $87.1K
|
18.8K
$841K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
1.85KNew |
$71.3K - $83.9K
|
1.85K
$82.5K
|
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.75K+ 9.7% |
$67.7K - $79.7K
|
19.8K
$886K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.75K+ 21.14% |
$67.6K - $79.6K
|
10K
$448K
|
|
|
Jul 20, 2022
Q2 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1.75K+ 25.35% |
$67.6K - $79.5K
|
8.65K
$386K
|
|
|
Jul 19, 2022
Q2 2022
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
1.7K+ 1.07% |
$65.6K - $77.2K
|
160K
$7.16M
|
|
|
Jul 28, 2022
Q2 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.68K+ 0.42% |
$64.8K - $76.3K
|
403K
$18M
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.67K+ 3.78% |
$64.7K - $76.1K
|
46K
$2.05M
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.59KNew |
$61.3K - $72.1K
|
1.59K
$70.8K
|
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.43K+ 8.0% |
$55.4K - $65.1K
|
19.3K
$864K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.37KNew |
$52.9K - $62.2K
|
1.37K
$61.2K
|
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
BUY
|
- |
1.34K+ 1.18% |
$51.6K - $60.7K
|
114K
$5.1M
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.32K+ 312.29% |
$51K - $60K
|
1.74K
$77.9K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.28K+ 20.16% |
$49.3K - $57.9K
|
7.6K
$339K
|
|
|
Aug 03, 2022
Q2 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
1.25K+ 8.07% |
$48.3K - $56.8K
|
16.7K
$748K
|
|
|
Aug 09, 2022
Q2 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.23K+ 17.13% |
$47.5K - $55.9K
|
8.41K
$376K
|
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.23K+ 13.29% |
$47.5K - $55.9K
|
10.5K
$468K
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
1.19K+ 2.1% |
$45.8K - $53.9K
|
57.7K
$2.58M
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
1.16KNew |
$44.8K - $52.7K
|
1.16K
$51.8K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.12K+ 176.69% |
$43.3K - $51K
|
1.76K
$78.5K
|
|
|
Jul 08, 2022
Q2 2022
|
City Holding CO
|
BUY
|
- |
1.09K+ 34.62% |
$41.9K - $49.3K
|
4.22K
$188K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.06K+ 1.94% |
$41K - $48.3K
|
55.9K
$2.5M
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
984+ 19.7% |
$38K - $44.7K
|
5.98K
$267K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
978+ 1.4% |
$37.8K - $44.5K
|
70.8K
$3.16M
|
|
|
Aug 09, 2022
Q2 2022
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
972+ 1.81% |
$37.5K - $44.2K
|
54.8K
$2.45M
|
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
BUY
|
- |
937+ 31.11% |
$36.2K - $42.6K
|
3.95K
$176K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
908+ 24.31% |
$35.1K - $41.3K
|
4.64K
$207K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
888New |
$34.3K - $40.4K
|
888
$39.7K
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
BUY
|
- |
887+ 2.33% |
$34.3K - $40.3K
|
39K
$1.74M
|