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 01, 2022
Q2 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-12- 0.17% |
$464 - $545
|
7.23K
$330K
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-13- 1.22% |
$502 - $591
|
1.06K
$48.2K
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-31- 3.4% |
$1.2K - $1.41K
|
881
$40.2K
|
|
Aug 11, 2022
Q2 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-50Closed |
$1.93K - $2.27K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-79- 2.31% |
$3.05K - $3.59K
|
3.33K
$152K
|
|
Aug 12, 2022
Q2 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-114- 1.45% |
$4.4K - $5.18K
|
7.74K
$353K
|
|
Aug 08, 2022
Q2 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-149- 1.44% |
$5.76K - $6.77K
|
10.2K
$464K
|
|
Aug 12, 2022
Q2 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-149Closed |
$5.76K - $6.77K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-154- 2.6% |
$5.95K - $7K
|
5.78K
$264K
|
|
Aug 11, 2022
Q2 2022
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-201- 0.34% |
$7.76K - $9.14K
|
59.2K
$2.7M
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-204- 1.07% |
$7.88K - $9.27K
|
18.8K
$859K
|
|
Aug 10, 2022
Q2 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-223Closed |
$8.61K - $10.1K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-231- 1.62% |
$8.92K - $10.5K
|
14K
$640K
|
|
Aug 08, 2022
Q2 2022
|
Tevis Investment Management
|
SELL
|
- |
-239- 8.32% |
$9.23K - $10.9K
|
2.63K
$120K
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-240- 3.4% |
$9.27K - $10.9K
|
6.83K
$311K
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-258- 1.05% |
$9.97K - $11.7K
|
24.4K
$1.11M
|
|
Jul 28, 2022
Q2 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-286- 0.98% |
$11K - $13K
|
28.8K
$1.31M
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-298- 4.64% |
$11.5K - $13.5K
|
6.12K
$279K
|
|
Jul 15, 2022
Q2 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-330- 5.02% |
$12.7K - $15K
|
6.25K
$285K
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-339- 4.25% |
$13.1K - $15.4K
|
7.65K
$349K
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-346- 3.66% |
$13.4K - $15.7K
|
9.1K
$415K
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-349- 2.62% |
$13.5K - $15.9K
|
13K
$592K
|
|
Jul 13, 2022
Q2 2022
|
Parkside Investments, LLC
|
SELL
|
- |
-400Closed |
$15.5K - $18.2K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-402- 3.99% |
$15.5K - $18.3K
|
9.68K
$442K
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-462- 2.65% |
$17.8K - $21K
|
17K
$775K
|
|
Aug 01, 2022
Q2 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-489- 5.08% |
$18.9K - $22.2K
|
9.14K
$417K
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-499- 5.03% |
$19.3K - $22.7K
|
9.42K
$430K
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-500- 4.33% |
$19.3K - $22.7K
|
11K
$504K
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-596- 11.36% |
$23K - $27.1K
|
4.65K
$212K
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-640Closed |
$24.7K - $29.1K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-675- 5.83% |
$26.1K - $30.7K
|
10.9K
$497K
|
|
Aug 08, 2022
Q2 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-698- 3.38% |
$27K - $31.7K
|
19.9K
$909K
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-700- 1.19% |
$27K - $31.8K
|
57.9K
$2.64M
|
|
Aug 08, 2022
Q2 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-720- 11.53% |
$27.8K - $32.7K
|
5.53K
$252K
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-847- 4.5% |
$32.7K - $38.5K
|
18K
$820K
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-880- 3.88% |
$34K - $40K
|
21.8K
$994K
|
|
Jul 26, 2022
Q2 2022
|
First Premier Bank
|
SELL
|
- |
-887- 1.21% |
$34.3K - $40.3K
|
72.6K
$3.31M
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-900Closed |
$34.8K - $40.9K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-1.02K- 1.3% |
$39.4K - $46.4K
|
77.3K
$3.53M
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.21KClosed |
$46.6K - $54.8K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-1.41K- 13.39% |
$54.4K - $64K
|
9.11K
$416K
|
|
Aug 02, 2022
Q2 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.43K- 6.83% |
$55.2K - $64.9K
|
19.5K
$890K
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-1.46K- 12.31% |
$56.6K - $66.5K
|
10.4K
$476K
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.77K- 11.14% |
$68.5K - $80.5K
|
14.1K
$645K
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.93K- 11.99% |
$74.4K - $87.6K
|
14.1K
$645K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.94K- 39.97% |
$74.9K - $88.1K
|
2.91K
$133K
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.94K- 15.68% |
$74.9K - $88.1K
|
10.4K
$476K
|
|
Jul 13, 2022
Q2 2022
|
Private Wealth Group, LLC
|
SELL
|
- |
-2.28K- 5.95% |
$88.2K - $104K
|
36.1K
$1.65M
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.38KClosed |
$131K - $154K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-3.47K- 6.75% |
$134K - $158K
|
48K
$2.19M
|