Purchases and Sales Made in Q4 2022 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 2022. 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 14, 2023
Q4 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
27.4K+ 11.89% |
$974K - $1.14M
|
258K
$11.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
26.2KNew |
$930K - $1.09M
|
26.2K
$1.17M
|
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
24.4KNew |
$867K - $1.02M
|
24.4K
$1.09M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
23.3KNew |
$827K - $972K
|
23.3K
$1.04M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.4K+ 8.64% |
$795K - $934K
|
282K
$12.6M
|
|
|
Feb 27, 2023
Q4 2022
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
21.8KNew |
$773K - $908K
|
21.8K
$972K
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
21.1KNew |
$748K - $880K
|
21.1K
$942K
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
20.7K+ 79.54% |
$734K - $862K
|
46.7K
$2.08M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
20.4KNew |
$725K - $852K
|
20.4K
$912K
|
|
|
Jan 23, 2023
Q4 2022
|
Gunma Bank,Ltd.
|
BUY
|
- |
20K+ 17.39% |
$710K - $835K
|
135K
$6.03M
|
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
19.8K+ 83.74% |
$704K - $827K
|
43.5K
$1.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
18.5K+ 40.34% |
$658K - $773K
|
64.5K
$2.88M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
18.2K+ 7.21% |
$647K - $761K
|
271K
$12.1M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
17.7K+ 40.49% |
$630K - $740K
|
61.5K
$2.75M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
16.5KNew |
$584K - $687K
|
16.5K
$735K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
15.9K+ 26.12% |
$566K - $665K
|
77K
$3.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
15.2K+ 56.26% |
$540K - $634K
|
42.2K
$1.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
15K+ 42.86% |
$533K - $626K
|
50K
$2.23M
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
14.7K+ 24.65% |
$523K - $615K
|
74.5K
$3.33M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
14.3K+ 33.74% |
$508K - $597K
|
56.7K
$2.53M
|
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
13.7KNew |
$487K - $572K
|
13.7K
$612K
|
|
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
BUY
|
- |
13.6K+ 53.26% |
$484K - $569K
|
39.2K
$1.75M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
12.9K+ 18.25% |
$459K - $540K
|
83.8K
$3.74M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.3KNew |
$437K - $513K
|
12.3K
$549K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11.9K+ 246.62% |
$421K - $495K
|
16.7K
$745K
|
|
|
Jan 31, 2023
Q4 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
11.8K+ 2.87% |
$419K - $493K
|
424K
$18.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
11.6K+ 122.15% |
$412K - $484K
|
21.1K
$943K
|
|
|
Feb 09, 2023
Q4 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
11.6KNew |
$411K - $484K
|
11.6K
$518K
|
|
|
Jan 24, 2023
Q4 2022
|
Fusion Family Wealth LLC
|
BUY
|
- |
10.9KNew |
$388K - $456K
|
10.9K
$488K
|
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
10.7KNew |
$379K - $445K
|
10.7K
$476K
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
10.2KNew |
$364K - $428K
|
10.2K
$458K
|
|
|
Feb 06, 2023
Q4 2022
|
Treasure Coast Financial Planning
|
BUY
|
- |
10.2KNew |
$362K - $425K
|
10.2K
$455K
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
9.78K+ 13.1% |
$347K - $408K
|
84.4K
$3.77M
|
|
|
May 08, 2023
Q4 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
9.75KNew |
$346K - $407K
|
9.75K
$436K
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.18KNew |
$326K - $383K
|
9.18K
$410K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
9.18K+ 35.48% |
$326K - $383K
|
35K
$1.56M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8.98K+ 90.41% |
$319K - $375K
|
18.9K
$845K
|
|
|
Mar 01, 2023
Q4 2022
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
8.52KNew |
$303K - $356K
|
8.52K
$381K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.45KNew |
$300K - $353K
|
8.45K
$378K
|
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
BUY
|
- |
8.42KNew |
$299K - $351K
|
8.42K
$376K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
8.2KNew |
$291K - $342K
|
8.2K
$366K
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
7.64KNew |
$271K - $319K
|
7.64K
$341K
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
7.38K+ 135.07% |
$262K - $308K
|
12.8K
$573K
|
|
|
Feb 13, 2023
Q4 2022
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
7.36K+ 5.6% |
$261K - $307K
|
139K
$6.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
7.22KNew |
$256K - $301K
|
7.22K
$322K
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
7.07K+ 41.77% |
$251K - $295K
|
24K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
7.01KNew |
$249K - $293K
|
7.01K
$313K
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
6.87KNew |
$244K - $286K
|
6.87K
$307K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
6.8K+ 10.89% |
$241K - $284K
|
69.2K
$3.09M
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
BUY
|
- |
6.74K+ 11.56% |
$239K - $281K
|
65K
$2.9M
|