Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
11.4MNew |
$443M - $479M
|
11.4M
$495M
|
|
|
Feb 11, 2022
Q4 2021
|
Prudential PLC
London, England, X0 |
BUY
|
- |
2.13M+ 10.79% |
$82.7M - $89.4M
|
21.8M
$947M
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
755K+ 4464.95% |
$29.4M - $31.7M
|
772K
$33.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
690K+ 100.12% |
$26.8M - $29M
|
1.38M
$59.8M
|
|
|
Jan 12, 2022
Q4 2021
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
540K+ 828.31% |
$21M - $22.7M
|
605K
$26.3M
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
511K+ 60.28% |
$19.9M - $21.5M
|
1.36M
$58.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
490K+ 44.53% |
$19.1M - $20.6M
|
1.59M
$69.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
406K+ 4379.61% |
$15.8M - $17.1M
|
415K
$18M
|
|
|
Feb 03, 2022
Q4 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
334KNew |
$13M - $14M
|
334K
$14.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
230K+ 2455.73% |
$8.96M - $9.68M
|
240K
$10.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
126K+ 20.84% |
$4.9M - $5.29M
|
730K
$31.7M
|
|
|
Apr 12, 2022
Q4 2021
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
100KNew |
$3.9M - $4.22M
|
100K
$4.35M
|
|
|
Apr 01, 2022
Q4 2021
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
100KNew |
$3.9M - $4.21M
|
100K
$4.35M
|
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
BUY
|
- |
99.1KNew |
$3.86M - $4.17M
|
99.1K
$4.3M
|
|
|
Feb 01, 2022
Q4 2021
|
Bell Bank
|
BUY
|
- |
95KNew |
$3.7M - $3.99M
|
95K
$4.12M
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
90.9KNew |
$3.54M - $3.82M
|
90.9K
$3.95M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
84.4K+ 20.26% |
$3.29M - $3.55M
|
501K
$21.8M
|
|
|
May 04, 2022
Q4 2021
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
73KNew |
$2.84M - $3.07M
|
73K
$3.17M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
71.5K+ 668.22% |
$2.78M - $3.01M
|
82.2K
$3.57M
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
69.7KNew |
$2.71M - $2.93M
|
69.7K
$3.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
67.3K+ 18.66% |
$2.62M - $2.83M
|
428K
$18.6M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
59.2K+ 169.02% |
$2.3M - $2.49M
|
94.2K
$4.09M
|
|
|
Feb 07, 2022
Q4 2021
|
Neirg Wealth Management, LLC
|
BUY
|
- |
55.5KNew |
$2.16M - $2.34M
|
55.5K
$2.41M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
52.1KNew |
$2.03M - $2.19M
|
52.1K
$2.26M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
51.4K+ 82.12% |
$2M - $2.16M
|
114K
$4.95M
|
|
|
Feb 14, 2022
Q4 2021
|
Gunma Bank,Ltd.
|
BUY
|
- |
48KNew |
$1.87M - $2.02M
|
48K
$2.08M
|
|
|
Feb 10, 2022
Q4 2021
|
Curran Financial Partners, LLC
|
BUY
|
- |
45.7K+ 62.91% |
$1.78M - $1.92M
|
118K
$5.14M
|
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
BUY
|
- |
40.8KNew |
$1.59M - $1.72M
|
40.8K
$1.77M
|
|
|
Feb 04, 2022
Q4 2021
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
40.5K+ 25.31% |
$1.58M - $1.7M
|
200K
$8.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
38.8K+ 149.01% |
$1.51M - $1.63M
|
64.8K
$2.81M
|
|
|
Feb 14, 2022
Q4 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
36.8KNew |
$1.43M - $1.55M
|
36.8K
$1.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
28.4K+ 226.75% |
$1.1M - $1.19M
|
40.9K
$1.77M
|
|
|
Feb 01, 2022
Q4 2021
|
Traynor Capital Management, Inc.
|
BUY
|
- |
26.5KNew |
$1.03M - $1.11M
|
26.5K
$1.15M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
26.1KNew |
$1.02M - $1.1M
|
26.1K
$1.13M
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
BUY
|
- |
25.9KNew |
$1.01M - $1.09M
|
25.9K
$1.12M
|
|
|
Jun 01, 2022
Q4 2021
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
23.9KNew |
$929K - $1M
|
23.9K
$1.04M
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
23.8KNew |
$926K - $1M
|
23.8K
$1.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.6K+ 7.77% |
$919K - $992K
|
327K
$14.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
23K+ 161.98% |
$896K - $968K
|
37.2K
$1.62M
|
|
|
Jan 19, 2022
Q4 2021
|
Schwab Charitable Fund
|
BUY
|
- |
23KNew |
$896K - $968K
|
23K
$1M
|
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
22.5KNew |
$877K - $948K
|
22.5K
$978K
|
|
|
Feb 09, 2022
Q4 2021
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
22.4K+ 8.64% |
$872K - $942K
|
282K
$12.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
19.9KNew |
$776K - $839K
|
19.9K
$866K
|
|
|
Jan 26, 2022
Q4 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
19KNew |
$739K - $799K
|
19K
$825K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
18.1KNew |
$703K - $760K
|
18.1K
$784K
|
|
|
Jan 27, 2022
Q4 2021
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
17.5KNew |
$681K - $736K
|
17.5K
$760K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
16.8K+ 559966.69% |
$654K - $706K
|
16.8K
$729K
|
|
|
Feb 14, 2022
Q4 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
16.7K+ 169.67% |
$649K - $701K
|
26.5K
$1.15M
|
|
|
Jan 26, 2022
Q4 2021
|
S.C. Financial Services, Inc.
|
BUY
|
- |
15.7KNew |
$609K - $658K
|
15.7K
$680K
|
|
|
Jan 26, 2022
Q4 2021
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
14.2K+ 12.64% |
$552K - $596K
|
126K
$5.48M
|