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 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
856+ 10.32% |
$33.1K - $38.9K
|
9.15K
$409K
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
856+ 10.32% |
$33.1K - $38.9K
|
9.15K
$409K
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
649+ 4.0% |
$25.1K - $29.5K
|
16.9K
$754K
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
599New |
$23.1K - $27.2K
|
599
$26.8K
|
|
Jul 05, 2022
Q2 2022
|
M&R Capital Management Inc
|
BUY
|
- |
554+ 11.35% |
$21.4K - $25.2K
|
5.44K
$243K
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
544+ 1.55% |
$21K - $24.7K
|
35.6K
$1.59M
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
521+ 10.45% |
$20.1K - $23.7K
|
5.51K
$246K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
511+ 5110.0% |
$19.7K - $23.2K
|
521
$23.3K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
479+ 3.38% |
$18.5K - $21.8K
|
14.7K
$655K
|
|
Aug 15, 2022
Q2 2022
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
474+ 42.78% |
$18.3K - $21.5K
|
1.58K
$70.7K
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
BUY
|
- |
463New |
$17.9K - $21K
|
463
$20.7K
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
433New |
$16.7K - $19.7K
|
433
$19.3K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
395+ 8.02% |
$15.3K - $18K
|
5.32K
$238K
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
BUY
|
- |
394+ 4.71% |
$15.2K - $17.9K
|
8.77K
$392K
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
327+ 3.12% |
$12.6K - $14.9K
|
10.8K
$482K
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
315+ 4.86% |
$12.2K - $14.3K
|
6.79K
$303K
|
|
Aug 03, 2022
Q2 2022
|
Peterson Wealth Management
|
BUY
|
- |
291+ 3.9% |
$11.2K - $13.2K
|
7.75K
$346K
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
284+ 0.31% |
$11K - $12.9K
|
91.3K
$4.08M
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
284+ 0.85% |
$11K - $12.9K
|
33.8K
$1.51M
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
284+ 946.67% |
$11K - $12.9K
|
314
$14K
|
|
Jul 18, 2022
Q2 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
281+ 24.29% |
$10.9K - $12.8K
|
1.44K
$64.2K
|
|
Aug 16, 2022
Q2 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
264+ 0.34% |
$10.2K - $12K
|
77.3K
$3.45M
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
229+ 0.44% |
$8.85K - $10.4K
|
52.1K
$2.33M
|
|
Jul 15, 2022
Q2 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
197+ 11.84% |
$7.61K - $8.95K
|
1.86K
$83.1K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
195+ 1.24% |
$7.53K - $8.86K
|
15.9K
$712K
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
161New |
$6.22K - $7.32K
|
161
$7.19K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
137+ 4.06% |
$5.29K - $6.23K
|
3.51K
$157K
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
113+ 2.5% |
$4.37K - $5.14K
|
4.62K
$207K
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
BUY
|
- |
108+ 0.05% |
$4.17K - $4.91K
|
228K
$10.2M
|
|
Jul 18, 2022
Q2 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
101+ 1.03% |
$3.9K - $4.59K
|
9.95K
$445K
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
100+ 1.21% |
$3.86K - $4.55K
|
8.38K
$374K
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
98+ 1.22% |
$3.79K - $4.45K
|
8.13K
$363K
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
90New |
$3.48K - $4.09K
|
90
$4.02K
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
86+ 21.45% |
$3.32K - $3.91K
|
487
$21.8K
|
|
Aug 05, 2022
Q2 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
80+ 0.96% |
$3.09K - $3.64K
|
8.4K
$375K
|
|
Jul 08, 2022
Q2 2022
|
Old Port Advisors
|
BUY
|
- |
40+ 0.67% |
$1.55K - $1.82K
|
5.99K
$268K
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
26+ 0.18% |
$1K - $1.18K
|
14.3K
$637K
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
BUY
|
- |
18+ 0.28% |
$695 - $818
|
6.47K
$289K
|
|
Jul 13, 2022
Q2 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
17+ 0.07% |
$657 - $773
|
24K
$1.07M
|
|
Aug 15, 2022
Q2 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
16+ 0.12% |
$618 - $727
|
13.5K
$601K
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
5+ 0.07% |
$193 - $227
|
6.76K
$302K
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
3+ 0.01% |
$116 - $136
|
22.4K
$1M
|
|
Jul 28, 2022
Q2 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
3+ 0.03% |
$116 - $136
|
8.73K
$390K
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 1.12% |
$116 - $136
|
271
$12.1K
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3+ 0.66% |
$116 - $136
|
458
$20.5K
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2+ 1.02% |
$77.3 - $90.9
|
198
$8.84K
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2+ 0.95% |
$77.3 - $90.9
|
213
$9.51K
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 4.0% |
$38.6 - $45.5
|
26
$1.16K
|
|
Jul 10, 2024
Q2 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-2- 0.03% |
$77.3 - $90.9
|
6.06K
$270K
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-10- 0.16% |
$386 - $455
|
6.25K
$279K
|