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 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-31- 2.34% |
$1.21K - $1.3K
|
1.29K
$56.2K
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
SELL
|
- |
-41- 0.6% |
$1.6K - $1.72K
|
6.78K
$294K
|
|
Jan 24, 2022
Q4 2021
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-50- 0.72% |
$1.95K - $2.1K
|
6.9K
$300K
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-54- 0.12% |
$2.1K - $2.27K
|
45K
$1.95M
|
|
Feb 10, 2022
Q4 2021
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-76- 0.2% |
$2.96K - $3.2K
|
37.2K
$1.61M
|
|
Dec 19, 2024
Q4 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-81- 1.04% |
$3.15K - $3.41K
|
7.74K
$336K
|
|
Jan 19, 2022
Q4 2021
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-92- 0.77% |
$3.58K - $3.87K
|
11.9K
$517K
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-98- 72.59% |
$3.81K - $4.12K
|
37
$1.61K
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-100Closed |
$3.89K - $4.21K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-100- 1.7% |
$3.89K - $4.21K
|
5.77K
$251K
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-104Closed |
$4.05K - $4.37K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-138- 2.8% |
$5.37K - $5.8K
|
4.8K
$208K
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-166- 5.99% |
$6.46K - $6.98K
|
2.6K
$113K
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-209- 50.12% |
$8.13K - $8.79K
|
208
$9.03K
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-243- 2.19% |
$9.46K - $10.2K
|
10.9K
$471K
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-250- 1.34% |
$9.73K - $10.5K
|
18.4K
$797K
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-262Closed |
$10.2K - $11K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-274- 4.37% |
$10.7K - $11.5K
|
5.99K
$260K
|
|
Feb 14, 2022
Q4 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-282- 3.3% |
$11K - $11.9K
|
8.26K
$359K
|
|
Feb 08, 2022
Q4 2021
|
Wambolt & Associates, LLC
|
SELL
|
- |
-339- 4.79% |
$13.2K - $14.3K
|
6.73K
$292K
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
SELL
|
- |
-350- 1.67% |
$13.6K - $14.7K
|
20.6K
$895K
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-356- 4.14% |
$13.9K - $15K
|
8.24K
$358K
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-390- 4.13% |
$15.2K - $16.4K
|
9.05K
$393K
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-423Closed |
$16.5K - $17.8K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
SELL
|
- |
-439Closed |
$17.1K - $18.5K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-497- 7.52% |
$19.3K - $20.9K
|
6.11K
$265K
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-530- 9.1% |
$20.6K - $22.3K
|
5.29K
$230K
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-534Closed |
$20.8K - $22.5K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-544- 2.62% |
$21.2K - $22.9K
|
20.2K
$878K
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-586- 1.14% |
$22.8K - $24.6K
|
50.7K
$2.2M
|
|
Feb 14, 2022
Q4 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-618- 4.4% |
$24.1K - $26K
|
13.4K
$583K
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-625- 2.75% |
$24.3K - $26.3K
|
22.1K
$959K
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-649- 1.87% |
$25.3K - $27.3K
|
34.1K
$1.48M
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-661- 12.04% |
$25.7K - $27.8K
|
4.83K
$210K
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-676Closed |
$26.3K - $28.4K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-712- 35.37% |
$27.7K - $29.9K
|
1.3K
$56.5K
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-716Closed |
$27.9K - $30.1K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-754- 6.27% |
$29.3K - $31.7K
|
11.3K
$489K
|
|
Jan 12, 2022
Q4 2021
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-769- 3.61% |
$29.9K - $32.3K
|
20.6K
$892K
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-770- 55.0% |
$30K - $32.4K
|
630
$27.3K
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
SELL
|
- |
-838- 0.29% |
$32.6K - $35.2K
|
291K
$12.6M
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-900Closed |
$35K - $37.8K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-913- 14.04% |
$35.5K - $38.4K
|
5.59K
$243K
|
|
Jan 19, 2022
Q4 2021
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-1.05K- 4.17% |
$40.7K - $43.9K
|
24K
$1.04M
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.09K- 9.53% |
$42.6K - $46K
|
10.4K
$451K
|
|
Jan 19, 2022
Q4 2021
|
First Premier Bank
|
SELL
|
- |
-1.19K- 1.74% |
$46.4K - $50.1K
|
67.3K
$2.92M
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
SELL
|
- |
-1.2K- 6.46% |
$46.7K - $50.5K
|
17.4K
$755K
|
|
Feb 14, 2022
Q4 2021
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.2K- 1.44% |
$46.7K - $50.5K
|
81.9K
$3.56M
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.23K- 52.46% |
$47.7K - $51.5K
|
1.11K
$48.2K
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.23K- 2.24% |
$47.7K - $51.5K
|
53.4K
$2.32M
|