Purchases and Sales Made in Q3 2023 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 2023. 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 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2.71M+ 2439.95% |
$94.3M - $105M
|
2.83M
$129M
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
2.46M+ 34.21% |
$85.6M - $95.7M
|
9.66M
$441M
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.71M+ 30762.18% |
$59.4M - $66.3M
|
1.71M
$78.2M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
324KNew |
$11.3M - $12.6M
|
324K
$14.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
301KNew |
$10.5M - $11.7M
|
301K
$13.7M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
167KNew |
$5.79M - $6.48M
|
167K
$7.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
144K+ 290.59% |
$4.99M - $5.58M
|
193K
$8.81M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
122KNew |
$4.25M - $4.75M
|
122K
$5.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
94.9K+ 21.53% |
$3.3M - $3.68M
|
535K
$24.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
77.8K+ 8.67% |
$2.7M - $3.02M
|
975K
$44.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
76.8K+ 15.56% |
$2.67M - $2.98M
|
570K
$26M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
73.6KNew |
$2.56M - $2.86M
|
73.6K
$3.36M
|
|
|
Nov 02, 2023
Q3 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
67.9KNew |
$2.36M - $2.64M
|
67.9K
$3.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
60.2K+ 5.01% |
$2.09M - $2.34M
|
1.26M
$57.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
54.1KNew |
$1.88M - $2.1M
|
54.1K
$2.47M
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
50.5KNew |
$1.75M - $1.96M
|
50.5K
$2.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
48.3KNew |
$1.68M - $1.88M
|
48.3K
$2.2M
|
|
|
Feb 07, 2024
Q3 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
44.9K+ 99.45% |
$1.56M - $1.74M
|
90.1K
$4.11M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
44.5KNew |
$1.55M - $1.73M
|
44.5K
$2.03M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
43.8KNew |
$1.52M - $1.7M
|
43.8K
$2M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
43.5K+ 6174.57% |
$1.51M - $1.69M
|
44.2K
$2.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
41.4K+ 200.82% |
$1.44M - $1.61M
|
62K
$2.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
40.1K+ 106.88% |
$1.39M - $1.56M
|
77.6K
$3.54M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
30.7K+ 289.96% |
$1.07M - $1.19M
|
41.2K
$1.88M
|
|
|
Oct 25, 2023
Q3 2023
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
27.7K+ 10.31% |
$962K - $1.07M
|
296K
$13.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
26.6K+ 6.36% |
$923K - $1.03M
|
445K
$20.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
23.9K+ 137.68% |
$832K - $929K
|
41.3K
$1.88M
|
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
21.7K+ 3.31% |
$754K - $843K
|
678K
$30.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
21.3K+ 27.67% |
$742K - $829K
|
98.5K
$4.49M
|
|
|
Dec 04, 2023
Q3 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
20.6KNew |
$716K - $800K
|
20.6K
$939K
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
20.3K+ 5.06% |
$706K - $789K
|
422K
$19.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
20.2K+ 5.72% |
$701K - $783K
|
373K
$17M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20.2KNew |
$701K - $783K
|
20.2K
$920K
|
|
|
Nov 09, 2023
Q3 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
18.6K+ 5.78% |
$647K - $723K
|
341K
$15.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17.2K+ 18.13% |
$599K - $669K
|
112K
$5.12M
|
|
|
Oct 16, 2023
Q3 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
17.2KNew |
$599K - $669K
|
17.2K
$786K
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
17.1K+ 202.35% |
$593K - $662K
|
25.5K
$1.16M
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
12.9KNew |
$448K - $501K
|
12.9K
$588K
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.6KNew |
$438K - $489K
|
12.6K
$574K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
12.4KNew |
$430K - $481K
|
12.4K
$565K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.7K+ 2.67% |
$371K - $414K
|
410K
$18.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
10.6KNew |
$368K - $411K
|
10.6K
$483K
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
BUY
|
- |
9.06KNew |
$315K - $352K
|
9.06K
$413K
|
|
|
Nov 01, 2023
Q3 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
8.22K+ 2.13% |
$286K - $319K
|
395K
$18M
|
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
7.92K+ 45.88% |
$275K - $308K
|
25.2K
$1.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.9K+ 13.0% |
$274K - $307K
|
68.7K
$3.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
BUY
|
- |
7.84KNew |
$272K - $304K
|
7.84K
$358K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.77K+ 6.01% |
$270K - $302K
|
137K
$6.25M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
7.59K+ 5.12% |
$264K - $295K
|
156K
$7.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.97KNew |
$242K - $271K
|
6.97K
$318K
|