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
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.7K+ 3.25% |
$453K - $548K
|
436K
$18.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
13.3KNew |
$437K - $529K
|
13.3K
$575K
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
12.8KNew |
$424K - $512K
|
12.8K
$557K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
12.3KNew |
$407K - $492K
|
12.3K
$536K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
11.7KNew |
$387K - $468K
|
11.7K
$509K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
10.8K+ 15.91% |
$357K - $431K
|
78.7K
$3.42M
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
10KNew |
$330K - $399K
|
10K
$434K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
9.62KNew |
$317K - $384K
|
9.62K
$418K
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
9.27KNew |
$306K - $370K
|
9.27K
$402K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.66K+ 9.43% |
$286K - $345K
|
100K
$4.36M
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
8.26K+ 6.53% |
$273K - $329K
|
135K
$5.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
7.79KNew |
$257K - $311K
|
7.79K
$338K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
7.78K+ 29.05% |
$257K - $310K
|
34.6K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
7.48KNew |
$247K - $298K
|
7.48K
$324K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7.22K+ 3111.21% |
$238K - $288K
|
7.45K
$323K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.19K+ 12.59% |
$237K - $287K
|
64.3K
$2.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
7.17KNew |
$237K - $286K
|
7.17K
$311K
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
7.16K+ 34.71% |
$236K - $285K
|
27.8K
$1.21M
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
7.14KNew |
$236K - $285K
|
7.14K
$310K
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
7.11KNew |
$235K - $283K
|
7.11K
$309K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.02K+ 27.54% |
$232K - $280K
|
32.5K
$1.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
6.87KNew |
$227K - $274K
|
6.87K
$298K
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
6.75KNew |
$223K - $269K
|
6.75K
$293K
|
|
|
Jan 12, 2024
Q4 2023
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
6.45K+ 3.45% |
$213K - $257K
|
193K
$8.39M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.44K+ 8.28% |
$212K - $257K
|
84.1K
$3.65M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.43KNew |
$212K - $256K
|
6.43K
$279K
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
5.71KNew |
$188K - $228K
|
5.71K
$248K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
5.64KNew |
$186K - $225K
|
5.64K
$245K
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
5.62KNew |
$185K - $224K
|
5.62K
$244K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
5.42KNew |
$179K - $216K
|
5.42K
$235K
|
|
|
Feb 06, 2024
Q4 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
5.4KNew |
$178K - $215K
|
5.4K
$234K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
BUY
|
- |
5.38KNew |
$178K - $215K
|
5.38K
$234K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.22KNew |
$172K - $208K
|
5.22K
$227K
|
|
|
Feb 01, 2024
Q4 2023
|
Acas, LLC
|
BUY
|
- |
5.22KNew |
$172K - $208K
|
5.22K
$226K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
5.21KNew |
$172K - $208K
|
5.21K
$226K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.77K+ 4.08% |
$157K - $190K
|
122K
$5.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.65K+ 10.36% |
$153K - $185K
|
49.5K
$2.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4.48K+ 1990.22% |
$148K - $179K
|
4.7K
$204K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
4.22KNew |
$139K - $168K
|
4.22K
$183K
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
3.95KNew |
$130K - $158K
|
3.95K
$171K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
3.64K+ 27.39% |
$120K - $145K
|
16.9K
$735K
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
3.46KNew |
$114K - $138K
|
3.46K
$150K
|
|
|
Jan 17, 2024
Q4 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
3.26K+ 18.92% |
$108K - $130K
|
20.5K
$889K
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3.09K+ 17.17% |
$102K - $123K
|
21.1K
$915K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.91K+ 39.76% |
$96K - $116K
|
10.2K
$444K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
2.87K+ 22.44% |
$94.8K - $115K
|
15.7K
$680K
|
|
|
Feb 13, 2024
Q4 2023
|
Sws Partners
|
BUY
|
- |
2.76K+ 1.43% |
$90.9K - $110K
|
196K
$8.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
2.62K+ 3.36% |
$86.3K - $104K
|
80.6K
$3.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
2.53K+ 6.11% |
$83.3K - $101K
|
43.8K
$1.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.9KNew |
$62.8K - $75.9K
|
1.9K
$82.6K
|