Institutional Ownership 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). We have compiled data on the 474 institutions that hold shares in the stock, with a total of 47.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
11,734
shares
|
$524,275
0.31% of portfolio
|
Q4 2023
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
11,733
shares
|
$524,230
0.04% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
11,617
shares
|
$519,047
0.01% of portfolio
|
Q3 2024
Added 13.35%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
11,492
shares
|
$513,462
0.0% of portfolio
|
Q3 2024
Reduced 9.15%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
11,481
shares
|
$512,971
0.1% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 31, 2024 Q3 2024 |
11,409
shares
|
$509,754
0.09% of portfolio
|
Q3 2024
Added 9.87%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
11,106
shares
|
$496,216
0.12% of portfolio
|
Q3 2024
Added 4.63%
|
|
|
Simpli Fi, Inc.
|
Oct 22, 2024 Q3 2024 |
10,978
shares
|
$490,497
0.23% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
10,935
shares
|
$488,575
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
10,935
shares
|
$488,575
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
10,742
shares
|
$479,952
0.25% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Conservest Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
10,712
shares
|
$478,612
0.05% of portfolio
|
Q1 2024
Added 0.56%
|
|
|
Howard Financial Services, Ltd.
|
Oct 08, 2024 Q3 2024 |
10,710
shares
|
$478,522
0.07% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
10,636
shares
|
$475,216
0.02% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 23, 2024 Q3 2024 |
10,402
shares
|
$464,761
0.12% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
10,349
shares
|
$462,393
0.02% of portfolio
|
Q3 2024
Added 26.55%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 11, 2024 Q3 2024 |
10,327
shares
|
$461,410
0.13% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
10,320
shares
|
$461,097
0.06% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Nov 06, 2024 Q3 2024 |
10,267
shares
|
$458,729
0.12% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
10,213
shares
|
$456,316
0.02% of portfolio
|
Q3 2024
Added 21.09%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
10,147
shares
|
$453,367
0.05% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
10,068
shares
|
$449,838
0.01% of portfolio
|
Q2 2024
Reduced 1.62%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
9,981
shares
|
$445,951
0.0% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
9,840
shares
|
$439,651
0.19% of portfolio
|
Q1 2023
Added 0.03%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
9,782
shares
|
$437,059
0.0% of portfolio
|
Q3 2024
Added 345.85%
|