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 |
|---|---|---|---|---|---|---|---|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.17K- 28.39% |
$75.4K - $84.3K
|
5.48K
$250K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.17K- 28.39% |
$75.4K - $84.3K
|
5.48K
$250K
|
|
|
Oct 10, 2023
Q3 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-2.58K- 14.59% |
$89.6K - $100K
|
15.1K
$689K
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.61K- 19.71% |
$90.6K - $101K
|
10.6K
$484K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.64K- 2.79% |
$91.6K - $102K
|
91.8K
$4.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-2.72K- 27.7% |
$94.3K - $105K
|
7.09K
$323K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.75K- 4.6% |
$95.7K - $107K
|
57.1K
$2.61M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.79K- 6.26% |
$97K - $108K
|
41.8K
$1.91M
|
|
|
Oct 30, 2023
Q3 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-2.97K- 3.41% |
$103K - $115K
|
84.2K
$3.84M
|
|
|
Nov 03, 2023
Q3 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-3.27K- 5.83% |
$114K - $127K
|
52.8K
$2.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.37K- 3.57% |
$117K - $131K
|
91.2K
$4.16M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.46K- 4.93% |
$120K - $134K
|
66.6K
$3.04M
|
|
|
Nov 02, 2023
Q3 2023
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-3.87K- 15.21% |
$134K - $150K
|
21.6K
$983K
|
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-4.06K- 17.23% |
$141K - $158K
|
19.5K
$891K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.15K- 7.36% |
$144K - $161K
|
52.2K
$2.38M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.16K- 2.32% |
$144K - $161K
|
175K
$7.97M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.32K- 4.75% |
$150K - $168K
|
86.5K
$3.95M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-4.7K- 80.74% |
$163K - $183K
|
1.12K
$51.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-4.71K- 44.91% |
$164K - $183K
|
5.77K
$263K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-4.86K- 23.54% |
$169K - $189K
|
15.8K
$720K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-4.88K- 14.82% |
$170K - $190K
|
28K
$1.28M
|
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-5.06K- 6.62% |
$176K - $197K
|
71.4K
$3.26M
|
|
|
Oct 30, 2023
Q3 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-5.18K- 15.68% |
$180K - $201K
|
27.8K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-5.33K- 6.1% |
$185K - $207K
|
82.1K
$3.75M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-5.47K- 24.76% |
$190K - $212K
|
16.6K
$758K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.48K- 63.4% |
$190K - $213K
|
3.16K
$144K
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-5.6K- 20.23% |
$195K - $218K
|
22.1K
$1.01M
|
|
|
Nov 15, 2023
Q3 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-7KClosed |
$243K - $272K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.05K- 24.74% |
$245K - $274K
|
21.5K
$979K
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-9.18K- 12.02% |
$319K - $356K
|
67.2K
$3.06M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.72K- 20.38% |
$338K - $378K
|
38K
$1.73M
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-10K- 17.19% |
$349K - $390K
|
48.4K
$2.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-11.3K- 44.25% |
$392K - $438K
|
14.2K
$649K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-11.6K- 41.21% |
$403K - $451K
|
16.6K
$755K
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
SELL
|
- |
-11.6K- 11.37% |
$404K - $451K
|
90.5K
$4.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-12.1K- 27.97% |
$421K - $471K
|
31.2K
$1.42M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.5K- 4.85% |
$434K - $485K
|
245K
$11.2M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-13.7K- 3.15% |
$477K - $533K
|
422K
$19.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-14.1K- 39.52% |
$490K - $547K
|
21.6K
$984K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-15.4K- 44.98% |
$535K - $598K
|
18.8K
$859K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-15.9K- 20.71% |
$552K - $617K
|
60.8K
$2.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-17.7K- 20.91% |
$614K - $686K
|
66.9K
$3.05M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-17.7K- 90.74% |
$616K - $689K
|
1.81K
$82.6K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-18.6K- 19.31% |
$646K - $722K
|
77.7K
$3.54M
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-19.8K- 26.21% |
$686K - $767K
|
55.6K
$2.54M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-21K- 10.99% |
$730K - $816K
|
170K
$7.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-21K- 7.65% |
$731K - $817K
|
254K
$11.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-21.4K- 43.04% |
$743K - $831K
|
28.3K
$1.29M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-21.6K- 9.8% |
$749K - $837K
|
198K
$9.05M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-25.8K- 3.1% |
$897K - $1M
|
806K
$36.8M
|