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 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-500- 5.65% |
$17.4K - $19.4K
|
8.35K
$381K
|
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-522- 1.61% |
$18.1K - $20.3K
|
32K
$1.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-527- 6.62% |
$18.3K - $20.5K
|
7.44K
$339K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-527- 4.03% |
$18.3K - $20.5K
|
12.5K
$572K
|
|
|
Nov 13, 2023
Q3 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-559- 1.19% |
$19.4K - $21.7K
|
46.2K
$2.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-634- 2.48% |
$22K - $24.6K
|
24.9K
$1.14M
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-679- 5.08% |
$23.6K - $26.4K
|
12.7K
$579K
|
|
|
Oct 10, 2023
Q3 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-681- 5.91% |
$23.7K - $26.5K
|
10.8K
$494K
|
|
|
Oct 10, 2023
Q3 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-691- 4.17% |
$24K - $26.8K
|
15.9K
$724K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-693- 30.13% |
$24.1K - $26.9K
|
1.61K
$73.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-708- 3.51% |
$24.6K - $27.5K
|
19.5K
$889K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-741- 10.46% |
$25.7K - $28.8K
|
6.34K
$289K
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-751- 3.03% |
$26.1K - $29.2K
|
24.1K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-770- 7.84% |
$26.8K - $29.9K
|
9.05K
$413K
|
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-844- 6.02% |
$29.3K - $32.8K
|
13.2K
$601K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-852- 3.39% |
$29.6K - $33.1K
|
24.3K
$1.11M
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-875- 0.69% |
$30.4K - $34K
|
127K
$5.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-908- 22.38% |
$31.6K - $35.3K
|
3.15K
$144K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-930- 2.03% |
$32.3K - $36.1K
|
44.9K
$2.05M
|
|
|
Oct 18, 2023
Q3 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-943- 4.1% |
$32.8K - $36.6K
|
22.1K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-961- 4.74% |
$33.4K - $37.3K
|
19.3K
$880K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-974- 13.37% |
$33.8K - $37.8K
|
6.31K
$288K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-977- 5.65% |
$34K - $37.9K
|
16.3K
$745K
|
|
|
Oct 27, 2023
Q3 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-1K- 1.44% |
$34.8K - $38.8K
|
68.5K
$3.12M
|
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1K- 3.85% |
$34.8K - $38.8K
|
25K
$1.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.06K- 10.61% |
$36.7K - $41.1K
|
8.91K
$406K
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.14K- 8.5% |
$39.5K - $44.2K
|
12.2K
$559K
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-1.17K- 8.09% |
$40.7K - $45.4K
|
13.3K
$606K
|
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-1.23K- 6.61% |
$42.6K - $47.6K
|
17.3K
$789K
|
|
|
Oct 30, 2023
Q3 2023
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-1.23K- 9.81% |
$42.7K - $47.8K
|
11.3K
$516K
|
|
|
Nov 09, 2023
Q3 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1.23K- 1.72% |
$42.8K - $47.9K
|
70.5K
$3.22M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-1.27K- 1.62% |
$44.1K - $49.2K
|
77K
$3.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.28K- 1.98% |
$44.5K - $49.7K
|
63.5K
$2.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1.28K- 29.36% |
$44.5K - $49.8K
|
3.08K
$141K
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
SELL
|
- |
-1.31K- 1.23% |
$45.4K - $50.8K
|
105K
$4.79M
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.32K- 11.42% |
$45.8K - $51.2K
|
10.2K
$466K
|
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.45K- 9.86% |
$50.5K - $56.4K
|
13.3K
$606K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.51K- 6.83% |
$52.6K - $58.8K
|
20.7K
$942K
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.57K- 61.85% |
$54.7K - $61.1K
|
971
$44.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.72K- 1.3% |
$59.7K - $66.8K
|
130K
$5.95M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-1.72K- 17.98% |
$59.8K - $66.9K
|
7.86K
$358K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.74K- 1.06% |
$60.3K - $67.4K
|
162K
$7.39M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.74K- 96.56% |
$60.4K - $67.5K
|
62
$2.83K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.78K- 2.16% |
$61.9K - $69.2K
|
80.5K
$3.67M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.79K- 4.72% |
$62.1K - $69.4K
|
36.1K
$1.65M
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.9K- 14.2% |
$65.9K - $73.6K
|
11.5K
$523K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.94K- 15.8% |
$67.5K - $75.5K
|
10.4K
$472K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-1.95K- 11.82% |
$67.8K - $75.8K
|
14.6K
$664K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.96K- 5.33% |
$68.1K - $76.1K
|
34.8K
$1.59M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.99K- 19.38% |
$69K - $77.1K
|
8.26K
$377K
|