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 |
---|---|---|---|---|---|---|---|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
13.8K+ 78.76% |
$537K - $581K
|
31.3K
$1.38M
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
13.6K+ 76.06% |
$530K - $573K
|
31.5K
$1.39M
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.5K+ 28.05% |
$527K - $570K
|
61.8K
$2.73M
|
|
Feb 11, 2022
Q4 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
13.5KNew |
$526K - $568K
|
13.5K
$597K
|
|
Feb 18, 2022
Q4 2021
|
Vericrest Private Wealth
Newtown, PA |
BUY
|
- |
13.2KNew |
$514K - $556K
|
13.2K
$584K
|
|
Jan 18, 2022
Q4 2021
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
13K+ 82.47% |
$507K - $548K
|
28.8K
$1.27M
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
12.9KNew |
$501K - $542K
|
12.9K
$569K
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.7K+ 9.66% |
$456K - $492K
|
133K
$5.87M
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
11.1K+ 16.42% |
$430K - $465K
|
78.4K
$3.46M
|
|
Feb 11, 2022
Q4 2021
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
10.7KNew |
$415K - $448K
|
10.7K
$471K
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.5K+ 43.96% |
$408K - $440K
|
34.3K
$1.52M
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
10.4K+ 10.88% |
$405K - $437K
|
106K
$4.69M
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
10.1K+ 23.35% |
$391K - $423K
|
53.1K
$2.35M
|
|
Jan 28, 2022
Q4 2021
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
9.83KNew |
$382K - $413K
|
9.83K
$434K
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
9.61KNew |
$374K - $404K
|
9.61K
$424K
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.58K+ 8.63% |
$373K - $403K
|
121K
$5.33M
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
9.33KNew |
$363K - $392K
|
9.33K
$412K
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.24K+ 32.07% |
$360K - $388K
|
38.1K
$1.68M
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
9.16K+ 22.45% |
$357K - $385K
|
50K
$2.21M
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.21K+ 1.58% |
$320K - $345K
|
529K
$23.4M
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8.1KNew |
$315K - $341K
|
8.1K
$358K
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
7.86KNew |
$306K - $331K
|
7.86K
$347K
|
|
Feb 07, 2022
Q4 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
7.77K+ 2.02% |
$302K - $327K
|
392K
$17.3M
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.71K+ 33.34% |
$300K - $324K
|
30.8K
$1.36M
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
BUY
|
- |
7.5K+ 19.07% |
$292K - $315K
|
46.8K
$2.07M
|
|
Jan 20, 2022
Q4 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
7.45KNew |
$290K - $313K
|
7.45K
$329K
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
BUY
|
- |
7.34KNew |
$286K - $309K
|
7.34K
$324K
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
7.16K+ 25.33% |
$279K - $301K
|
35.4K
$1.56M
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
6.97KNew |
$271K - $293K
|
6.97K
$308K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.84K+ 89.12% |
$266K - $288K
|
14.5K
$642K
|
|
Feb 14, 2022
Q4 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.5KNew |
$253K - $273K
|
6.5K
$287K
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.45KNew |
$251K - $271K
|
6.45K
$285K
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
6.32KNew |
$246K - $266K
|
6.32K
$279K
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.15K+ 101.37% |
$239K - $259K
|
12.2K
$540K
|
|
Feb 02, 2022
Q4 2021
|
Ignite Planners, LLC
|
BUY
|
- |
6.14KNew |
$239K - $258K
|
6.14K
$271K
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
5.83KNew |
$227K - $245K
|
5.83K
$258K
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.78KNew |
$225K - $243K
|
5.78K
$255K
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.49K+ 17.23% |
$214K - $231K
|
37.4K
$1.65M
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
5.48K+ 33.79% |
$213K - $230K
|
21.7K
$959K
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.45KNew |
$212K - $229K
|
5.45K
$241K
|
|
Feb 11, 2022
Q4 2021
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
5.25K+ 9.06% |
$204K - $221K
|
63.2K
$2.79M
|
|
Feb 14, 2022
Q4 2021
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
5.19KNew |
$202K - $218K
|
5.19K
$229K
|
|
Feb 09, 2022
Q4 2021
|
Peterson Wealth Management
|
BUY
|
- |
5.16KNew |
$201K - $217K
|
5.16K
$228K
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.14K+ 62.04% |
$200K - $216K
|
13.4K
$593K
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.13KNew |
$199K - $216K
|
5.13K
$226K
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
4.94K+ 40.33% |
$192K - $208K
|
17.2K
$759K
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.92K+ 40.87% |
$191K - $207K
|
17K
$749K
|
|
Feb 08, 2022
Q4 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.9KNew |
$191K - $206K
|
4.9K
$217K
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.83K+ 74.31% |
$188K - $203K
|
11.3K
$501K
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
4.79KNew |
$187K - $202K
|
4.79K
$212K
|