Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2022
Q3 2022
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-6.18K- 20.94% |
$219K - $268K
|
23.3K
$1.02M
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6.23K- 4.72% |
$221K - $270K
|
126K
$5.49M
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-6.31K- 52.83% |
$224K - $274K
|
5.63K
$246K
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-7.57K- 15.31% |
$269K - $329K
|
41.9K
$1.83M
|
|
|
Oct 12, 2022
Q3 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-7.65K- 73.4% |
$271K - $332K
|
2.77K
$121K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.02K- 3.08% |
$285K - $348K
|
253K
$11.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-10.5K- 19.86% |
$373K - $456K
|
42.4K
$1.85M
|
|
|
Nov 02, 2022
Q3 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-11K- 3.79% |
$390K - $477K
|
279K
$12.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Curran Financial Partners, LLC
|
SELL
|
- |
-11.2K- 4.63% |
$398K - $486K
|
231K
$10.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-11.5K- 32.03% |
$406K - $497K
|
24.3K
$1.06M
|
|
|
Oct 19, 2022
Q3 2022
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-11.9K- 39.6% |
$422K - $516K
|
18.1K
$793K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-12.1K- 57.65% |
$429K - $524K
|
8.88K
$388K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-12.9K- 55.11% |
$456K - $558K
|
10.5K
$458K
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-13.3K- 15.8% |
$472K - $577K
|
70.9K
$3.1M
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-13.6K- 24.34% |
$484K - $592K
|
42.4K
$1.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-17.6K- 54.55% |
$625K - $765K
|
14.7K
$642K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-19.3K- 23.92% |
$685K - $837K
|
61.4K
$2.68M
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-23.9K- 2.63% |
$848K - $1.04M
|
886K
$38.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-25K- 35.34% |
$888K - $1.09M
|
45.8K
$2M
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-28.3K- 28.61% |
$1.01M - $1.23M
|
70.7K
$3.09M
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-40.4K- 49.61% |
$1.43M - $1.75M
|
41K
$1.79M
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-53.3K- 97.37% |
$1.89M - $2.31M
|
1.44K
$62.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-54.6K- 3.66% |
$1.94M - $2.37M
|
1.44M
$62.9M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-54.7K- 42.56% |
$1.94M - $2.37M
|
73.7K
$3.22M
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-55.8K- 66.98% |
$1.98M - $2.42M
|
27.5K
$1.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-65.7K- 4.3% |
$2.33M - $2.85M
|
1.46M
$64M
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
SELL
|
- |
-86.3K- 87.48% |
$3.06M - $3.74M
|
12.3K
$540K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-128K- 39.05% |
$4.53M - $5.53M
|
199K
$8.71M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-176K- 28.49% |
$6.24M - $7.64M
|
442K
$19.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-176K- 28.49% |
$6.24M - $7.64M
|
442K
$19.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-192K- 48.83% |
$6.81M - $8.33M
|
201K
$8.8M
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-226K- 17.23% |
$8.02M - $9.81M
|
1.09M
$47.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-281K- 52.86% |
$9.97M - $12.2M
|
251K
$11M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-307K- 18.4% |
$10.9M - $13.3M
|
1.36M
$59.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-361K- 49.69% |
$12.8M - $15.7M
|
366K
$16M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-562K- 42.6% |
$19.9M - $24.4M
|
757K
$33.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-862K- 5.42% |
$30.6M - $37.4M
|
15.1M
$658M
|
|
|
Nov 03, 2022
Q3 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-6.99M- 97.54% |
$248M - $303M
|
177K
$7.72M
|