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
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
9.24K+ 5.22% |
$324K - $355K
|
186K
$8.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
9.08KNew |
$319K - $349K
|
9.08K
$400K
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
BUY
|
- |
8.86K+ 20.86% |
$311K - $341K
|
51.3K
$2.26M
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
8.65K+ 8.43% |
$304K - $333K
|
111K
$4.9M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8.53K+ 12.51% |
$300K - $328K
|
76.7K
$3.38M
|
|
|
Jul 19, 2023
Q2 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
8.33K+ 1.29% |
$293K - $320K
|
656K
$28.9M
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
8.32K+ 135.58% |
$292K - $320K
|
14.5K
$637K
|
|
|
Aug 14, 2023
Q2 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
7.02KNew |
$247K - $270K
|
7.02K
$309K
|
|
|
Nov 15, 2023
Q2 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
7KNew |
$246K - $269K
|
7K
$308K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.24K+ 7.08% |
$219K - $240K
|
94.4K
$4.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.95KNew |
$209K - $229K
|
5.95K
$262K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
5.94K+ 29.79% |
$209K - $228K
|
25.9K
$1.14M
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
5.9K+ 27.1% |
$207K - $227K
|
27.7K
$1.22M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.78K+ 107.5% |
$203K - $222K
|
11.1K
$491K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.64KNew |
$198K - $217K
|
5.64K
$248K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
BUY
|
- |
5.63KNew |
$198K - $217K
|
5.63K
$248K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.62KNew |
$197K - $216K
|
5.62K
$247K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
5.6K+ 27.41% |
$197K - $215K
|
26K
$1.15M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
5.6K+ 42.39% |
$197K - $215K
|
18.8K
$828K
|
|
|
Jul 17, 2023
Q2 2023
|
Simpli Fi, Inc.
|
BUY
|
- |
4.89K+ 89.32% |
$172K - $188K
|
10.4K
$456K
|
|
|
Aug 04, 2023
Q2 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
4.88K+ 11.63% |
$171K - $188K
|
46.8K
$2.06M
|
|
|
Aug 18, 2023
Q2 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
4.81K+ 6.02% |
$169K - $185K
|
84.8K
$3.73M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
4.49K+ 24.76% |
$158K - $173K
|
22.6K
$996K
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.27K+ 5.94% |
$150K - $164K
|
76.2K
$3.35M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.1KNew |
$144K - $158K
|
4.1K
$181K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.75K+ 21.81% |
$132K - $144K
|
21K
$923K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.66K+ 8.31% |
$129K - $141K
|
47.7K
$2.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.55K+ 11.51% |
$125K - $136K
|
34.4K
$1.51M
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3.11K+ 12.55% |
$109K - $120K
|
27.9K
$1.23M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
BUY
|
- |
3.06K+ 36.15% |
$107K - $117K
|
11.5K
$506K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.84K+ 11.08% |
$99.9K - $109K
|
28.5K
$1.25M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.76K+ 728.5% |
$97K - $106K
|
3.14K
$138K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.73K+ 6.73% |
$95.9K - $105K
|
43.3K
$1.91M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.55K+ 39.05% |
$89.4K - $97.9K
|
9.06K
$399K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.41K+ 13.49% |
$84.6K - $92.6K
|
20.3K
$892K
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.41K+ 0.67% |
$84.5K - $92.5K
|
360K
$15.8M
|
|
|
Jul 12, 2023
Q2 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
2.34K+ 6.16% |
$82.3K - $90.2K
|
40.4K
$1.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.3K+ 30.16% |
$80.9K - $88.5K
|
9.94K
$437K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
2.22K+ 15.5% |
$77.8K - $85.2K
|
16.5K
$727K
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
BUY
|
- |
2.2K+ 38.2% |
$77.4K - $84.7K
|
7.97K
$351K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.13K+ 236.07% |
$74.7K - $81.8K
|
3.03K
$133K
|
|
|
Jul 17, 2023
Q2 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.92K+ 1.45% |
$67.3K - $73.7K
|
134K
$5.91M
|
|
|
Aug 09, 2023
Q2 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.84K+ 8.2% |
$64.7K - $70.8K
|
24.3K
$1.07M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.8KNew |
$63.2K - $69.2K
|
1.8K
$79.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.75K+ 12.12% |
$61.4K - $67.2K
|
16.2K
$712K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
1.65K+ 3.85% |
$57.8K - $63.3K
|
44.4K
$1.95M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.63K+ 2.02% |
$57.4K - $62.8K
|
82.3K
$3.62M
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.62K+ 9.09% |
$56.8K - $62.2K
|
19.4K
$855K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
1.57K+ 22.64% |
$55.1K - $60.3K
|
8.49K
$374K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.55K+ 9.44% |
$54.3K - $59.5K
|
17.9K
$789K
|