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 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
598+ 3.8% |
$23.3K - $25.1K
|
16.3K
$709K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
540New |
$21K - $22.7K
|
540
$23.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
515New |
$20K - $21.7K
|
515
$22.4K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
500New |
$19.5K - $21K
|
500
$21.7K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
482+ 5.74% |
$18.8K - $20.3K
|
8.88K
$385K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
462New |
$18K - $19.4K
|
462
$20.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
400+ 701.75% |
$15.6K - $16.8K
|
457
$19.8K
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
BUY
|
- |
375+ 13.59% |
$14.6K - $15.8K
|
3.13K
$136K
|
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
BUY
|
- |
361+ 0.16% |
$14.1K - $15.2K
|
228K
$9.91M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
360+ 8.9% |
$14K - $15.1K
|
4.41K
$191K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
358+ 1.21% |
$13.9K - $15.1K
|
30.1K
$1.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
329+ 5.22% |
$12.8K - $13.8K
|
6.63K
$288K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
318+ 2.02% |
$12.4K - $13.4K
|
16.1K
$699K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
311+ 19.4% |
$12.1K - $13.1K
|
1.91K
$83.1K
|
|
|
Jan 18, 2022
Q4 2021
|
Private Wealth Group, LLC
|
BUY
|
- |
223+ 0.6% |
$8.68K - $9.38K
|
37.1K
$1.61M
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
195+ 3.42% |
$7.59K - $8.2K
|
5.9K
$256K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
193New |
$7.51K - $8.12K
|
193
$8.38K
|
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
164+ 2.83% |
$6.38K - $6.9K
|
5.96K
$259K
|
|
|
Feb 07, 2022
Q4 2021
|
Financial Consulate, Inc
|
BUY
|
- |
164+ 2.13% |
$6.38K - $6.9K
|
7.86K
$341K
|
|
|
Jan 12, 2022
Q4 2021
|
Old Port Advisors
|
BUY
|
- |
157+ 2.6% |
$6.11K - $6.6K
|
6.2K
$269K
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
153+ 4.71% |
$5.95K - $6.43K
|
3.4K
$148K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
152New |
$5.92K - $6.39K
|
152
$6.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
150+ 0.19% |
$5.84K - $6.31K
|
79.3K
$3.44M
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
147New |
$5.72K - $6.18K
|
147
$6.38K
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
145+ 2.22% |
$5.64K - $6.1K
|
6.67K
$289K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
106+ 1.93% |
$4.13K - $4.46K
|
5.59K
$243K
|
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
105+ 1.94% |
$4.09K - $4.42K
|
5.51K
$239K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
93+ 1.76% |
$3.62K - $3.91K
|
5.39K
$234K
|
|
|
Jan 07, 2022
Q4 2021
|
M&R Capital Management Inc
|
BUY
|
- |
85+ 2.42% |
$3.31K - $3.57K
|
3.59K
$156K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
71+ 0.91% |
$2.76K - $2.99K
|
7.83K
$340K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
70+ 93.33% |
$2.72K - $2.94K
|
145
$6.29K
|
|
|
Jan 14, 2022
Q4 2021
|
Powell Investment Advisors, LLC
|
BUY
|
- |
60+ 0.3% |
$2.34K - $2.52K
|
20K
$870K
|
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
42+ 0.16% |
$1.63K - $1.77K
|
25.7K
$1.12M
|
|
|
Feb 11, 2022
Q4 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
40+ 0.23% |
$1.56K - $1.68K
|
17.3K
$752K
|
|
|
Jan 27, 2022
Q4 2021
|
Howard Financial Services, Ltd.
|
BUY
|
- |
30+ 0.31% |
$1.17K - $1.26K
|
9.71K
$421K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
18+ 0.2% |
$701 - $757
|
9.11K
$396K
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
12+ 0.2% |
$467 - $505
|
6.14K
$266K
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
4+ 0.07% |
$156 - $168
|
5.84K
$254K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1+ 100.0% |
$38.9 - $42.1
|
2
$86.8
|
|
|
Jan 25, 2022
Q4 2021
|
Burleson & Company, LLC
|
BUY
|
- |
1+ 3.57% |
$38.9 - $42.1
|
29
$1.26K
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1+ 0.01% |
$38.9 - $42.1
|
6.74K
$293K
|
|
|
Feb 04, 2022
Q4 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
1+ 0.01% |
$38.9 - $42.1
|
8.73K
$379K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.38% |
$38.9 - $42.1
|
264
$11.5K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-9- 0.05% |
$350 - $378
|
16.4K
$711K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-12- 0.33% |
$467 - $505
|
3.65K
$158K
|
|
|
Jan 14, 2022
Q4 2021
|
Stewardship Advisors, LLC
|
SELL
|
- |
-13- 0.18% |
$506 - $547
|
7.19K
$312K
|
|
|
Jan 18, 2022
Q4 2021
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-14- 0.07% |
$545 - $589
|
20.6K
$895K
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-14- 0.09% |
$545 - $589
|
15.9K
$690K
|