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 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-163K- 56.16% |
$5.38M - $6.5M
|
127K
$5.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-191K- 35.68% |
$6.31M - $7.62M
|
344K
$15M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-230K- 28.83% |
$7.58M - $9.16M
|
567K
$24.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-293K- 30.07% |
$9.68M - $11.7M
|
682K
$29.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-310K- 95.54% |
$10.2M - $12.4M
|
14.5K
$628K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-458K- 14.56% |
$15.1M - $18.3M
|
2.69M
$117M
|
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-598K- 88.17% |
$19.7M - $23.8M
|
80.1K
$3.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-611K- 23.21% |
$20.2M - $24.4M
|
2.02M
$87.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-657K- 16.57% |
$21.7M - $26.2M
|
3.31M
$144M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-664K- 52.63% |
$21.9M - $26.5M
|
598K
$25.9M
|