Purchases and Sales Made in Q4 2022 in Spdr Portfolio S&P 500 High Di (SPYD)

SPYD Quotes by TradingView

This table provides information about the institutional ownership of Spdr Portfolio S&P 500 High Di (SPYD) during Q4 2022. 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 10, 2023 Q4 2022
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
BUY
 -
296
+ 0.41%
$10.5K - $12.4K
71.8K $3.28M
May 19, 2023 Q4 2022
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
253
New
$8.98K - $10.6K
253 $11.5K
Feb 17, 2023 Q4 2022
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
253
New
$8.98K - $10.6K
253 $11.5K
Jan 27, 2023 Q4 2022
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
207
+ 2.24%
$7.35K - $8.64K
9.43K $430K
Feb 06, 2023 Q4 2022
Ameliora Wealth Management Ltd.

Zurich, V8
BUY
 -
183
+ 109.58%
$6.5K - $7.64K
350 $16K
Feb 08, 2023 Q4 2022
Ahrens Investment Partners LLC

BUY
 -
140
+ 1.44%
$4.97K - $5.84K
9.84K $449K
Jan 19, 2023 Q4 2022
Conservest Capital Advisors, Inc.

BUY
 -
131
+ 1.3%
$4.65K - $5.47K
10.2K $465K
Jan 30, 2023 Q4 2022
Moloney Securities Asset Management, LLC

BUY
 -
130
+ 1.7%
$4.62K - $5.42K
7.79K $355K
Jan 30, 2023 Q4 2022
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
130
New
$4.62K - $5.42K
130 $5.93K
Jan 13, 2023 Q4 2022
Howard Financial Services, Ltd.

BUY
 -
129
+ 1.28%
$4.58K - $5.38K
10.2K $465K
Feb 08, 2023 Q4 2022
Orion Portfolio Solutions, LLC

BUY
 -
112
+ 0.73%
$3.98K - $4.67K
15.4K $704K
Feb 14, 2023 Q4 2022
High Net Worth Advisory Group LLC

Naples, FL
BUY
 -
104
+ 0.5%
$3.69K - $4.34K
20.9K $955K
Feb 09, 2023 Q4 2022
Ever Source Wealth Advisors, LLC

BUY
 -
100
New
$3.55K - $4.17K
100 $4.56K
Feb 10, 2023 Q4 2022
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
88
+ 1.08%
$3.12K - $3.67K
8.24K $376K
Jan 31, 2023 Q4 2022
Wambolt & Associates, LLC

BUY
 -
83
+ 0.58%
$2.95K - $3.46K
14.4K $659K
Feb 02, 2023 Q4 2022
Dfpg Investments, LLC

BUY
 -
47
+ 0.51%
$1.67K - $1.96K
9.27K $423K
Feb 09, 2023 Q4 2022
Lee Financial CO

Dallas, TX
BUY
 -
43
+ 0.61%
$1.53K - $1.79K
7.07K $322K
Feb 09, 2023 Q4 2022
Wayfinding Financial, LLC

Lynnwood, WA
BUY
 -
39
+ 0.4%
$1.38K - $1.63K
9.83K $448K
Jan 19, 2023 Q4 2022
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
22
New
$781 - $918
22 $1K
Jan 26, 2023 Q4 2022
Accel Wealth Management

BUY
 -
22
+ 0.39%
$781 - $918
5.71K $261K
Jan 27, 2023 Q4 2022
Traverso Chambers Private Wealth Management, LLC

BUY
 -
21
+ 0.09%
$746 - $876
24.1K $1.1M
Feb 13, 2023 Q4 2022
Mission Creek Capital Partners, Inc.

San Francisco, CA
BUY
 -
21
+ 0.16%
$746 - $876
13.5K $616K
Feb 09, 2023 Q4 2022
Rain Capital Management, LLC

Lake Oswego, OR
BUY
 -
13
+ 1.29%
$462 - $542
1.02K $46.6K
Jan 30, 2023 Q4 2022
Burleson & Company, LLC

BUY
 -
12
+ 1.27%
$426 - $501
955 $43.6K
Feb 08, 2023 Q4 2022
Institutional & Family Asset Management, LLC

BUY
 -
12
+ 133.33%
$426 - $501
21 $958
Feb 14, 2023 Q4 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
10
New
$355 - $417
10 $456
Jan 31, 2023 Q4 2022
Great Valley Advisor Group, Inc.

BUY
 -
7
+ 0.02%
$249 - $292
36.7K $1.67M
Feb 07, 2023 Q4 2022
Crewe Advisors LLC

BUY
 -
6
+ 100.0%
$213 - $250
12 $547
Feb 08, 2023 Q4 2022
Ntv Asset Management LLC

BUY
 -
3
+ 0.03%
$107 - $125
9.24K $421K
Jan 12, 2023 Q4 2022
Strateg Iq Financial Group, LLC

BUY
 -
3
+ 0.03%
$107 - $125
9.2K $420K
Jan 31, 2023 Q4 2022
Bergan Kdv Wealth Management, LLC

BUY
 -
3
+ 0.05%
$107 - $125
5.63K $257K
Feb 01, 2023 Q4 2022
North Rock Partners, LLC

BUY
 -
2
+ 0.01%
$71 - $83.5
13.4K $610K
Feb 10, 2023 Q4 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
2
+ 0.05%
$71 - $83.5
3.94K $180K
Feb 14, 2023 Q4 2022
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
2
+ 0.93%
$71 - $83.5
218 $9.95K
Feb 10, 2023 Q4 2022
Signature Securities Group Corporation

BUY
 -
1
+ 0.01%
$35.5 - $41.7
9.33K $426K
Feb 09, 2023 Q4 2022
Plante Moran Financial Advisors, LLC

SELL
 -
-1
- 0.2%
$35.5 - $41.7
500 $22.8K
Feb 14, 2023 Q4 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
SELL
 -
-3
- 0.04%
$107 - $125
6.91K $315K
Feb 13, 2023 Q4 2022
Advisors Capital Management, LLC

Ridgewood, NJ
SELL
 -
-3
- 0.05%
$107 - $125
6.63K $302K
Aug 06, 2024 Q4 2022
Hantz Financial Services, Inc.

SELL
 -
-4
- 7.69%
$142 - $167
48 $2.19K
Jan 17, 2023 Q4 2022
Fsc Wealth Advisors, LLC

SELL
 -
-9
- 0.58%
$320 - $376
1.53K $69.8K
Feb 14, 2023 Q4 2022
Transamerica Financial Advisors, Inc.

Clearwater, FL
SELL
 -
-14
- 0.89%
$497 - $584
1.56K $71.1K
Jan 27, 2023 Q4 2022
Raab & Moskowitz Asset Management LLC

Chatham, NJ
SELL
 -
-20
- 0.13%
$710 - $835
15.1K $687K
Feb 08, 2023 Q4 2022
Lfa Lugano Financial Advisors Sa

SELL
 -
-60
- 1.78%
$2.13K - $2.5K
3.32K $151K
Jan 12, 2023 Q4 2022
Mbl Wealth, LLC

Charlotte, NC
SELL
 -
-75
- 0.29%
$2.66K - $3.13K
26K $1.19M
Feb 13, 2023 Q4 2022
Us Bancorp \De\

SELL
 -
-113
- 13.22%
$4.01K - $4.72K
742 $33.9K
Jan 18, 2023 Q4 2022
Thrive Capital Management, LLC

Fort Washington, PA
SELL
 -
-123
- 1.46%
$4.37K - $5.13K
8.32K $380K
Feb 21, 2023 Q4 2022
Insight Advisors, LLC

Newtown, PA
SELL
 -
-154
- 0.62%
$5.47K - $6.43K
24.6K $1.12M
Feb 03, 2023 Q4 2022
Larson Financial Group LLC

SELL
 -
-168
- 34.78%
$5.96K - $7.01K
315 $14.4K
Feb 10, 2023 Q4 2022
Assetmark, Inc

SELL
 -
-193
- 0.27%
$6.85K - $8.05K
70.5K $3.22M

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