Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.33K+ 0.92% |
$47.3K - $57.9K
|
146K
$6.53M
|
|
Nov 10, 2022
Q3 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
1.32K+ 1.24% |
$46.9K - $57.4K
|
108K
$4.83M
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.32K+ 3.01% |
$46.9K - $57.3K
|
45.3K
$2.02M
|
|
Nov 08, 2022
Q3 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.32K+ 15.69% |
$46.6K - $57K
|
9.7K
$433K
|
|
Oct 13, 2022
Q3 2022
|
Schwab Charitable Fund
|
BUY
|
- |
1.3K+ 5.62% |
$45.9K - $56.2K
|
24.3K
$1.09M
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
1.24KNew |
$43.8K - $53.6K
|
1.24K
$55.2K
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.23K+ 2.67% |
$43.5K - $53.2K
|
47.2K
$2.11M
|
|
Oct 13, 2022
Q3 2022
|
Peterson Wealth Management
|
BUY
|
- |
1.11K+ 14.26% |
$39.2K - $48K
|
8.86K
$396K
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.1K+ 5.6% |
$39K - $47.7K
|
20.7K
$927K
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.08K+ 8.35% |
$38.4K - $47K
|
14.1K
$628K
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.08K+ 7.52% |
$38.4K - $46.9K
|
15.5K
$691K
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
1.08K+ 1.85% |
$38.1K - $46.6K
|
59.2K
$2.64M
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.06K+ 7.41% |
$37.5K - $45.9K
|
15.3K
$685K
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.01K+ 2.37% |
$36K - $44K
|
43.8K
$1.96M
|
|
Nov 04, 2022
Q3 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1.01KNew |
$35.8K - $43.8K
|
1.01K
$45.1K
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1K+ 5.05% |
$35.5K - $43.5K
|
20.8K
$930K
|
|
Nov 02, 2022
Q3 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
951+ 0.25% |
$33.7K - $41.3K
|
382K
$17.1M
|
|
Oct 18, 2022
Q3 2022
|
Congress Park Capital LLC
|
BUY
|
- |
937+ 6.08% |
$33.2K - $40.6K
|
16.3K
$730K
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
935+ 8.66% |
$33.2K - $40.6K
|
11.7K
$524K
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
918+ 9.07% |
$32.6K - $39.8K
|
11K
$493K
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
BUY
|
- |
914+ 3151.72% |
$32.4K - $39.6K
|
943
$42.1K
|
|
Nov 14, 2022
Q3 2022
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
873+ 10.71% |
$31K - $37.9K
|
9.03K
$403K
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
758+ 26.04% |
$26.9K - $32.9K
|
3.67K
$164K
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
737+ 3.92% |
$26.1K - $32K
|
19.6K
$874K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
733+ 4.35% |
$26K - $31.8K
|
17.6K
$786K
|
|
Nov 08, 2022
Q3 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
678+ 7.44% |
$24K - $29.4K
|
9.79K
$437K
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
BUY
|
- |
539+ 3.79% |
$19.1K - $23.4K
|
14.8K
$660K
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
528+ 2.35% |
$18.7K - $22.9K
|
23K
$1.03M
|
|
Oct 21, 2022
Q3 2022
|
Rothschild Investment Corp
|
BUY
|
- |
506+ 8.43% |
$17.9K - $22K
|
6.51K
$291K
|
|
Nov 07, 2022
Q3 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
502+ 5.75% |
$17.8K - $21.8K
|
9.23K
$412K
|
|
Nov 14, 2022
Q3 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
455+ 2.94% |
$16.1K - $19.7K
|
15.9K
$711K
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
422+ 16.83% |
$15K - $18.3K
|
2.93K
$131K
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
414+ 5.35% |
$14.7K - $18K
|
8.15K
$364K
|
|
Nov 14, 2022
Q3 2022
|
Bison Wealth, LLC
|
BUY
|
- |
388+ 0.67% |
$13.8K - $16.8K
|
58.3K
$2.6M
|
|
Nov 09, 2022
Q3 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
383+ 0.67% |
$13.6K - $16.6K
|
57.7K
$2.58M
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
382+ 4.7% |
$13.5K - $16.6K
|
8.51K
$380K
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
381+ 1.56% |
$13.5K - $16.5K
|
24.7K
$1.1M
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
338+ 233.1% |
$12K - $14.7K
|
483
$21.6K
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
281New |
$9.97K - $12.2K
|
281
$12.6K
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
267+ 3.95% |
$9.47K - $11.6K
|
7.02K
$314K
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
262+ 1.2% |
$9.29K - $11.4K
|
22.1K
$985K
|
|
Nov 14, 2022
Q3 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
259+ 1.08% |
$9.19K - $11.2K
|
24.2K
$1.08M
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
250New |
$8.87K - $10.8K
|
250
$11.2K
|
|
Nov 07, 2022
Q3 2022
|
Tevis Investment Management
|
BUY
|
- |
236+ 8.97% |
$8.37K - $10.2K
|
2.87K
$128K
|
|
Oct 18, 2022
Q3 2022
|
Vantage Investment Partners, LLC
|
BUY
|
- |
225+ 3.0% |
$7.98K - $9.76K
|
7.73K
$345K
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
220New |
$7.8K - $9.54K
|
220
$9.83K
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
208+ 1.29% |
$7.38K - $9.02K
|
16.4K
$731K
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
167New |
$5.92K - $7.24K
|
167
$7.46K
|
|
Oct 24, 2022
Q3 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
163+ 0.97% |
$5.78K - $7.07K
|
16.9K
$755K
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
161+ 0.2% |
$5.71K - $6.98K
|
79.6K
$3.56M
|