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
|
Retirement Group, LLC
|
SELL
|
- |
-423- 86.86% |
$15K - $18.3K
|
64
$2.86K
|
|
|
Nov 08, 2022
Q3 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-462- 0.6% |
$16.4K - $20K
|
76.8K
$3.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-487- 3.45% |
$17.3K - $21.1K
|
13.6K
$610K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-498- 11.81% |
$17.7K - $21.6K
|
3.72K
$166K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-504- 47.73% |
$17.9K - $21.9K
|
552
$24.7K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-504- 5.69% |
$17.9K - $21.9K
|
8.36K
$373K
|
|
|
Oct 13, 2022
Q3 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-508- 0.66% |
$18K - $22K
|
76.8K
$3.43M
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-611- 25.78% |
$21.7K - $26.5K
|
1.76K
$78.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-636- 1.68% |
$22.6K - $27.6K
|
37.2K
$1.66M
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-668- 7.94% |
$23.7K - $29K
|
7.74K
$346K
|
|
|
Nov 14, 2022
Q3 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-671- 3.44% |
$23.8K - $29.1K
|
18.8K
$841K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-704- 15.16% |
$25K - $30.5K
|
3.94K
$176K
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-845- 25.34% |
$30K - $36.7K
|
2.49K
$111K
|
|
|
Oct 17, 2022
Q3 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-847- 7.24% |
$30K - $36.7K
|
10.9K
$485K
|
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
SELL
|
- |
-865- 0.76% |
$30.7K - $37.5K
|
113K
$5.06M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-895Closed |
$31.7K - $38.8K
|
0
$0
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-958- 4.36% |
$34K - $41.6K
|
21K
$938K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.06K- 60.84% |
$37.6K - $46K
|
683
$30.5K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.1K- 59.62% |
$39K - $47.7K
|
745
$33.3K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.13K- 2.12% |
$40K - $48.9K
|
51.9K
$2.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.14K- 7.03% |
$40.5K - $49.5K
|
15.1K
$674K
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
SELL
|
- |
-1.58K- 84.0% |
$55.9K - $68.3K
|
300
$13.4K
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.67K- 15.35% |
$59.1K - $72.3K
|
9.19K
$411K
|
|
|
Oct 28, 2022
Q3 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-1.68K- 15.39% |
$59.5K - $72.7K
|
9.22K
$412K
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.68K- 2.11% |
$59.6K - $72.9K
|
78.1K
$3.49M
|
|
|
Nov 09, 2022
Q3 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.72K- 16.93% |
$61K - $74.7K
|
8.45K
$377K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.74K- 91.1% |
$61.7K - $75.5K
|
170
$7.59K
|
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.02K- 12.94% |
$71.7K - $87.7K
|
13.6K
$607K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.09K- 21.63% |
$74.3K - $90.8K
|
7.59K
$339K
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.19K- 5.19% |
$77.7K - $95K
|
40K
$1.79M
|
|
|
Nov 08, 2022
Q3 2022
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-2.19K- 9.76% |
$77.8K - $95.1K
|
20.3K
$906K
|
|
|
Feb 13, 2025
Q3 2022
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-2.42K- 25.83% |
$85.9K - $105K
|
6.95K
$311K
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.47K- 4.81% |
$87.6K - $107K
|
48.8K
$2.18M
|
|
|
Nov 10, 2022
Q3 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-2.73K- 2.68% |
$96.7K - $118K
|
99.2K
$4.43M
|
|
|
Oct 27, 2022
Q3 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-2.91K- 3.9% |
$103K - $126K
|
71.6K
$3.2M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-2.94K- 7.56% |
$104K - $127K
|
35.9K
$1.61M
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-3.16K- 41.63% |
$112K - $137K
|
4.44K
$198K
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.38K- 26.27% |
$120K - $147K
|
9.5K
$424K
|
|
|
Oct 18, 2022
Q3 2022
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-3.43K- 6.13% |
$122K - $149K
|
52.6K
$2.35M
|
|
|
Nov 18, 2022
Q3 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-4.14K- 4.54% |
$147K - $180K
|
87.1K
$3.89M
|
|
|
Oct 19, 2022
Q3 2022
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-4.41K- 6.76% |
$156K - $191K
|
60.8K
$2.72M
|
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-4.45K- 22.28% |
$158K - $193K
|
15.5K
$694K
|
|
|
Nov 14, 2022
Q3 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-4.62K- 6.2% |
$164K - $200K
|
69.8K
$3.12M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.62K- 2.7% |
$164K - $200K
|
167K
$7.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-4.81KClosed |
$170K - $208K
|
0
$0
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-5.06K- 6.44% |
$179K - $219K
|
73.4K
$3.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.1K- 5.76% |
$181K - $221K
|
83.4K
$3.73M
|
|
|
Oct 31, 2022
Q3 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-5.23K- 33.17% |
$185K - $227K
|
10.5K
$470K
|
|
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-5.62K- 4.61% |
$199K - $244K
|
116K
$5.19M
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-5.79K- 34.51% |
$205K - $251K
|
11K
$491K
|