Purchases and Sales Made in Q4 2023 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 2023. 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 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
4.64M+ 27.87% |
$153M - $185M
|
21.3M
$923M
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.89M+ 331.59% |
$62.4M - $75.4M
|
2.46M
$107M
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
928K+ 9.61% |
$30.6M - $37M
|
10.6M
$460M
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
643K+ 46.65% |
$21.2M - $25.6M
|
2.02M
$87.7M
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
246KNew |
$8.11M - $9.8M
|
246K
$10.7M
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
194KNew |
$6.4M - $7.73M
|
194K
$8.42M
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
193K+ 23.91% |
$6.36M - $7.68M
|
998K
$43.3M
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
155K+ 138.19% |
$5.12M - $6.19M
|
268K
$11.6M
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
138KNew |
$4.57M - $5.52M
|
138K
$6.01M
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
93.6K+ 48.44% |
$3.09M - $3.73M
|
287K
$12.4M
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
93.4KNew |
$3.08M - $3.73M
|
93.4K
$4.06M
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
92.5K+ 244.9% |
$3.05M - $3.69M
|
130K
$5.66M
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
89.3K+ 121.33% |
$2.95M - $3.56M
|
163K
$7.07M
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
79.2KNew |
$2.61M - $3.16M
|
79.2K
$3.44M
|
|
Feb 08, 2024
Q4 2023
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
68.5KNew |
$2.26M - $2.73M
|
68.5K
$2.97M
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
58.9K+ 141.88% |
$1.94M - $2.35M
|
100K
$4.36M
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
54.4K+ 3782.75% |
$1.8M - $2.17M
|
55.8K
$2.42M
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
52K+ 44.69% |
$1.72M - $2.07M
|
168K
$7.31M
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
BUY
|
- |
51.5K+ 567.64% |
$1.7M - $2.05M
|
60.5K
$2.63M
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
49.7K+ 844.91% |
$1.64M - $1.98M
|
55.6K
$2.41M
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
46K+ 365.2% |
$1.52M - $1.83M
|
58.6K
$2.54M
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
45.1KNew |
$1.49M - $1.8M
|
45.1K
$1.96M
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
42.4KNew |
$1.4M - $1.69M
|
42.4K
$1.84M
|
|
Feb 22, 2024
Q4 2023
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
40.4KNew |
$1.33M - $1.61M
|
40.4K
$1.75M
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
36.4KNew |
$1.2M - $1.45M
|
36.4K
$1.58M
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
35.9K+ 213.79% |
$1.19M - $1.43M
|
52.7K
$2.29M
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
34.1KNew |
$1.13M - $1.36M
|
34.1K
$1.48M
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
33.9KNew |
$1.12M - $1.35M
|
33.9K
$1.47M
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
33.7K+ 43.46% |
$1.11M - $1.34M
|
111K
$4.83M
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
33.5K+ 14.29% |
$1.1M - $1.33M
|
268K
$11.6M
|
|
Feb 12, 2024
Q4 2023
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
23.7KNew |
$782K - $945K
|
23.7K
$1.03M
|
|
Jan 29, 2024
Q4 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
23.3K+ 16.93% |
$767K - $927K
|
161K
$6.97M
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
22.6KNew |
$746K - $902K
|
22.6K
$981K
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
22.5KNew |
$741K - $895K
|
22.5K
$975K
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22.3K+ 5.66% |
$737K - $890K
|
417K
$18.1M
|
|
Feb 14, 2024
Q4 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
21.7KNew |
$717K - $867K
|
21.7K
$943K
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
20.6KNew |
$678K - $820K
|
20.6K
$892K
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
20.5K+ 92.87% |
$677K - $818K
|
42.6K
$1.85M
|
|
Jan 16, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
20.4KNew |
$674K - $815K
|
20.4K
$887K
|
|
Jan 31, 2024
Q4 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
20K+ 5.87% |
$660K - $798K
|
361K
$15.7M
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
19.3KNew |
$636K - $769K
|
19.3K
$837K
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
18.5K+ 24.62% |
$611K - $738K
|
93.7K
$4.07M
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
17.3KNew |
$570K - $689K
|
17.3K
$750K
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
16.6KNew |
$546K - $660K
|
16.6K
$718K
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
16.3KNew |
$538K - $651K
|
16.3K
$708K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
14.7KNew |
$485K - $586K
|
14.7K
$638K
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
14.5KNew |
$478K - $578K
|
14.5K
$629K
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.4K+ 348.0% |
$474K - $573K
|
18.5K
$803K
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
14.1K+ 88.99% |
$466K - $563K
|
30K
$1.3M
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
13.9KNew |
$458K - $554K
|
13.9K
$603K
|