Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-175- 0.98% |
$6.15K - $6.73K
|
17.7K
$790K
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-189- 1.57% |
$6.64K - $7.27K
|
11.8K
$528K
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-197- 2.13% |
$6.92K - $7.58K
|
9.04K
$404K
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-199- 1.47% |
$6.99K - $7.65K
|
13.4K
$597K
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-221- 0.1% |
$7.76K - $8.5K
|
214K
$9.58M
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-250- 25.0% |
$8.78K - $9.62K
|
750
$33.5K
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-260- 4.89% |
$9.13K - $10K
|
5.06K
$226K
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-272- 0.4% |
$9.56K - $10.5K
|
68.1K
$3.04M
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-273- 1.08% |
$9.59K - $10.5K
|
25K
$1.12M
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-325- 3.93% |
$11.4K - $12.5K
|
7.95K
$355K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-336- 3.04% |
$11.8K - $12.9K
|
10.7K
$479K
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
SELL
|
- |
-378- 20.07% |
$13.3K - $14.5K
|
1.51K
$67.2K
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-381- 4.43% |
$13.4K - $14.7K
|
8.22K
$367K
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-410- 57.67% |
$14.4K - $15.8K
|
301
$13.4K
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-427- 3.1% |
$15K - $16.4K
|
13.4K
$597K
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-450- 3.29% |
$15.8K - $17.3K
|
13.2K
$591K
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-462- 3.34% |
$16.2K - $17.8K
|
13.4K
$598K
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-474- 3.43% |
$16.7K - $18.2K
|
13.4K
$596K
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-509- 7.89% |
$17.9K - $19.6K
|
5.94K
$265K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-576- 7.33% |
$20.2K - $22.2K
|
7.29K
$325K
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-584- 5.52% |
$20.5K - $22.5K
|
9.99K
$446K
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-638Closed |
$22.4K - $24.5K
|
0
$0
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-693- 3.32% |
$24.3K - $26.7K
|
20.2K
$902K
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-730- 4.65% |
$25.6K - $28.1K
|
15K
$669K
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-782- 1.23% |
$27.5K - $30.1K
|
63K
$2.81M
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-785- 1.03% |
$27.6K - $30.2K
|
75.4K
$3.37M
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-872- 34.85% |
$30.6K - $33.5K
|
1.63K
$72.8K
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-900- 13.83% |
$31.6K - $34.6K
|
5.61K
$250K
|
|
Aug 01, 2023
Q2 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-962- 11.79% |
$33.8K - $37K
|
7.2K
$321K
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-996- 4.5% |
$35K - $38.3K
|
21.1K
$943K
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.01K- 13.48% |
$35.6K - $39K
|
6.51K
$291K
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
SELL
|
- |
-1.13K- 1.05% |
$39.5K - $43.3K
|
106K
$4.75M
|
|
Aug 10, 2023
Q2 2023
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-1.15K- 8.4% |
$40.4K - $44.2K
|
12.5K
$560K
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.25K- 14.46% |
$43.9K - $48.1K
|
7.4K
$330K
|
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
SELL
|
- |
-1.26K- 16.0% |
$44.3K - $48.5K
|
6.62K
$296K
|
|
Jul 24, 2023
Q2 2023
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-1.27K- 15.7% |
$44.6K - $48.8K
|
6.82K
$305K
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.32K- 3.37% |
$46.4K - $50.8K
|
37.9K
$1.69M
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.33K- 11.5% |
$46.8K - $51.2K
|
10.2K
$458K
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.37K- 24.52% |
$48.1K - $52.7K
|
4.22K
$188K
|
|
Jul 26, 2023
Q2 2023
|
Sws Partners
|
SELL
|
- |
-1.63K- 0.86% |
$57.2K - $62.7K
|
187K
$8.36M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-1.72K- 0.89% |
$60.4K - $66.1K
|
191K
$8.54M
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.75K- 7.31% |
$61.4K - $67.3K
|
22.2K
$990K
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.78K- 1.9% |
$62.4K - $68.3K
|
91.8K
$4.1M
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.81K- 18.55% |
$63.7K - $69.8K
|
7.96K
$356K
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-2.1K- 18.01% |
$73.9K - $80.9K
|
9.58K
$428K
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.17K- 15.0% |
$76.3K - $83.5K
|
12.3K
$549K
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.24K- 9.8% |
$78.7K - $86.2K
|
20.6K
$921K
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-2.24K- 6.46% |
$78.8K - $86.2K
|
32.5K
$1.45M
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-2.27K- 8.77% |
$79.7K - $87.2K
|
23.6K
$1.05M
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.48K- 5.08% |
$87.2K - $95.5K
|
46.3K
$2.07M
|