Purchases and Sales Made in Q4 2022 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 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 07, 2023
Q4 2022
|
Cutler Group LP
|
SELL
|
- |
-200- 66.67% |
$7.1K - $8.35K
|
100
$4.56K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-208- 1.89% |
$7.38K - $8.68K
|
10.8K
$492K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-228- 0.48% |
$8.09K - $9.51K
|
47.5K
$2.17M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-245- 4.91% |
$8.7K - $10.2K
|
4.74K
$216K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-250- 28.15% |
$8.88K - $10.4K
|
638
$29.1K
|
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
SELL
|
- |
-334- 5.61% |
$11.9K - $13.9K
|
5.62K
$256K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-335- 0.82% |
$11.9K - $14K
|
40.7K
$1.86M
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-350- 19.9% |
$12.4K - $14.6K
|
1.41K
$64.3K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-356- 6.57% |
$12.6K - $14.9K
|
5.07K
$231K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-421- 1.8% |
$14.9K - $17.6K
|
22.9K
$1.05M
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
SELL
|
- |
-466- 3.34% |
$16.5K - $19.4K
|
13.5K
$616K
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-515- 8.05% |
$18.3K - $21.5K
|
5.88K
$268K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-528- 3.08% |
$18.7K - $22K
|
16.6K
$757K
|
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-617- 5.81% |
$21.9K - $25.7K
|
10K
$457K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-620- 2.7% |
$22K - $25.9K
|
22.3K
$1.02M
|
|
|
Feb 07, 2023
Q4 2022
|
Peterson Wealth Management
|
SELL
|
- |
-639- 7.21% |
$22.7K - $26.7K
|
8.22K
$375K
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-690- 4.91% |
$24.5K - $28.8K
|
13.4K
$610K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-698- 1.64% |
$24.8K - $29.1K
|
42K
$1.92M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-698- 1.64% |
$24.8K - $29.1K
|
42K
$1.92M
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-709- 3.82% |
$25.2K - $29.6K
|
17.9K
$815K
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-717- 5.27% |
$25.5K - $29.9K
|
12.9K
$588K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-717- 4.88% |
$25.5K - $29.9K
|
14K
$637K
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
SELL
|
- |
-770- 0.68% |
$27.3K - $32.1K
|
112K
$5.13M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-842- 1.6% |
$29.9K - $35.1K
|
51.7K
$2.36M
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-872- 1.19% |
$31K - $36.4K
|
72.6K
$3.31M
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-926- 11.62% |
$32.9K - $38.6K
|
7.04K
$321K
|
|
|
Feb 10, 2023
Q4 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1.01K- 1.31% |
$35.8K - $42.1K
|
75.8K
$3.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.01K- 1.16% |
$35.9K - $42.2K
|
86.1K
$3.93M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-1.02K- 8.69% |
$36.2K - $42.5K
|
10.7K
$489K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.2K- 4.37% |
$42.6K - $50.1K
|
26.3K
$1.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-1.3K- 15.03% |
$46.2K - $54.2K
|
7.35K
$335K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.35K- 46.12% |
$48K - $56.4K
|
1.58K
$72K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.4K- 6.36% |
$49.8K - $58.5K
|
20.6K
$942K
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.42K- 7.52% |
$50.3K - $59.1K
|
17.4K
$795K
|
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.47K- 4.05% |
$52K - $61.1K
|
34.7K
$1.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.84K- 71.56% |
$65.3K - $76.7K
|
731
$33.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.84K- 3.0% |
$65.4K - $76.9K
|
59.5K
$2.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.86K- 5.96% |
$66.1K - $77.7K
|
29.4K
$1.34M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.89K- 17.98% |
$67.1K - $78.9K
|
8.63K
$394K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.03K- 19.1% |
$72.2K - $84.8K
|
8.61K
$393K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.05K- 18.59% |
$72.9K - $85.7K
|
8.99K
$410K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-2.24K- 11.95% |
$79.4K - $93.4K
|
16.5K
$752K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-2.25K- 2.2% |
$79.9K - $93.9K
|
99.9K
$4.56M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-2.3K- 21.17% |
$81.6K - $95.9K
|
8.56K
$390K
|
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-2.35K- 7.79% |
$83.3K - $97.9K
|
27.8K
$1.27M
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-2.38K- 5.96% |
$84.3K - $99.2K
|
37.5K
$1.71M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.56K- 1.2% |
$90.8K - $107K
|
211K
$9.61M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.6K- 30.48% |
$92.3K - $108K
|
5.93K
$271K
|
|
|
Feb 07, 2023
Q4 2022
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-3.31K- 16.35% |
$118K - $138K
|
17K
$774K
|
|
|
Feb 07, 2023
Q4 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-3.36K- 8.02% |
$119K - $140K
|
38.6K
$1.76M
|