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 |
|---|---|---|---|---|---|
|
Erickson Financial Group, LLC
Allentown, PA |
Nov 08, 2024 Q3 2024 |
9,759
shares
|
$436,032
0.32% of portfolio
|
Q3 2024
Reduced 93.24%
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
9,759
shares
|
$436,032
0.06% of portfolio
|
Q3 2023
Added 26.99%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
9,725
shares
|
$434,513
0.02% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
9,614
shares
|
$429,553
0.11% of portfolio
|
Q3 2024
Reduced 28.87%
|
|
|
Napatree Capital LLC
Westerly, RI |
Nov 12, 2024 Q3 2024 |
9,522
shares
|
$425,442
0.3% of portfolio
|
Q3 2024
Added 21.19%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
9,395
shares
|
$419,768
0.04% of portfolio
|
Q2 2023
Reduced 29.77%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
9,386
shares
|
$419,366
0.05% of portfolio
|
Q3 2024
Reduced 10.36%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Oct 09, 2024 Q3 2024 |
9,340
shares
|
$417,311
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
9,239
shares
|
$412,798
0.1% of portfolio
|
Q3 2024
Reduced 13.73%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
9,231
shares
|
$412,441
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
9,208
shares
|
$411,413
0.0% of portfolio
|
Q3 2024
Added 7.41%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
9,160
shares
|
$409,268
0.07% of portfolio
|
Q3 2024
Added 8.57%
|
|
|
Cap Partners, LLC
Franklin, TN |
Nov 07, 2024 Q3 2024 |
9,139
shares
|
$408,330
0.31% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
8,813
shares
|
$393,764
0.01% of portfolio
|
Q3 2024
Reduced 69.33%
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
8,800
shares
|
$393,184
0.05% of portfolio
|
Q1 2024
Reduced 2.75%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
8,783
shares
|
$392,424
0.01% of portfolio
|
Q2 2024
Added 9.91%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
8,734
shares
|
$390,235
0.06% of portfolio
|
Q3 2024
Added 3146.84%
|
|
|
Vantage Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
8,720
shares
|
$389,609
0.03% of portfolio
|
Q4 2023
Added 1.2%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
8,633
shares
|
$385,722
0.03% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
8,608
shares
|
$384,605
0.03% of portfolio
|
Q3 2023
Reduced 1.6%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
8,591
shares
|
$383,845
0.05% of portfolio
|
Q3 2024
Reduced 30.81%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Dec 13, 2024 Q4 2019 |
8,581
shares
|
$383,399
0.15% of portfolio
|
Q4 2019
New holding
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
8,559
shares
|
$382,416
0.52% of portfolio
|
Q4 2022
Reduced 21.17%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
8,550
shares
|
$382,014
0.07% of portfolio
|
Q3 2024
Added 2.8%
|
|
|
Walter & Keenan Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
8,422
shares
|
$376,294
0.12% of portfolio
|
Q1 2024
Added 21.67%
|