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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.83K+ 7.51% |
$60.3K - $72.8K
|
26.1K
$1.13M
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.79K+ 2.32% |
$59.2K - $71.5K
|
79.2K
$3.44M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.78K+ 5.7% |
$58.7K - $71K
|
33K
$1.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.78K+ 30.74% |
$58.7K - $70.9K
|
7.57K
$328K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.69K+ 15.89% |
$55.7K - $67.3K
|
12.3K
$534K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1.67KNew |
$55.1K - $66.6K
|
1.67K
$72.5K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.58KNew |
$52.2K - $63.1K
|
1.58K
$68.7K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.57KNew |
$51.7K - $62.5K
|
1.57K
$68K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.5KNew |
$49.5K - $59.8K
|
1.5K
$65.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
1.33K+ 13.17% |
$43.9K - $53.1K
|
11.4K
$496K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.32KNew |
$43.6K - $52.7K
|
1.32K
$57.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.24K+ 6.6% |
$41.1K - $49.6K
|
20.1K
$872K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.16K+ 4.55% |
$38.3K - $46.3K
|
26.7K
$1.16M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.1KNew |
$36.3K - $43.9K
|
1.1K
$47.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.07K+ 4.45% |
$35.4K - $42.8K
|
25.1K
$1.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.05KNew |
$34.7K - $42K
|
1.05K
$45.7K
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
970+ 4.71% |
$32K - $38.7K
|
21.6K
$936K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
950New |
$31.4K - $37.9K
|
950
$41.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
937New |
$30.9K - $37.4K
|
937
$40.7K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
923+ 11.78% |
$30.5K - $36.8K
|
8.76K
$380K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
895+ 1.16% |
$29.5K - $35.7K
|
77.9K
$3.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
886+ 3.16% |
$29.2K - $35.3K
|
28.9K
$1.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
859+ 10.05% |
$28.3K - $34.3K
|
9.41K
$408K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
857+ 3.53% |
$28.3K - $34.2K
|
25.1K
$1.09M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
845+ 1043.21% |
$27.9K - $33.7K
|
926
$40.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
798+ 0.52% |
$26.3K - $31.8K
|
155K
$6.72M
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
700+ 3.72% |
$23.1K - $27.9K
|
19.5K
$848K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
691+ 3.32% |
$22.8K - $27.6K
|
21.5K
$933K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
630+ 321.43% |
$20.8K - $25.1K
|
826
$35.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
595+ 8.92% |
$19.6K - $23.7K
|
7.26K
$315K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
567+ 2.36% |
$18.7K - $22.6K
|
24.6K
$1.07M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
563New |
$18.6K - $22.5K
|
563
$24.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
551New |
$18.2K - $22K
|
551
$23.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
522+ 3.96% |
$17.2K - $20.8K
|
13.7K
$595K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
510New |
$16.8K - $20.3K
|
510
$22.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
463New |
$15.3K - $18.5K
|
463
$20.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
460+ 6.2% |
$15.2K - $18.3K
|
7.88K
$342K
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
445+ 2.23% |
$14.7K - $17.7K
|
20.4K
$887K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
403+ 5.42% |
$13.3K - $16.1K
|
7.84K
$340K
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
400+ 5.87% |
$13.2K - $16K
|
7.22K
$313K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
391+ 1.85% |
$12.9K - $15.6K
|
21.5K
$935K
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
371+ 2.48% |
$12.2K - $14.8K
|
15.3K
$665K
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
349+ 3.92% |
$11.5K - $13.9K
|
9.26K
$402K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
325+ 31.4% |
$10.7K - $13K
|
1.36K
$59K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
317+ 1.07% |
$10.5K - $12.6K
|
29.9K
$1.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
256+ 3.3% |
$8.45K - $10.2K
|
8.02K
$348K
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
237+ 1.79% |
$7.82K - $9.45K
|
13.5K
$585K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
236+ 0.65% |
$7.79K - $9.41K
|
36.3K
$1.58M
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
221+ 1.74% |
$7.29K - $8.81K
|
12.9K
$561K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
218+ 0.26% |
$7.19K - $8.69K
|
82.6K
$3.59M
|