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 |
|---|---|---|---|---|---|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
7,086
shares
|
$316,602
0.02% of portfolio
|
Q4 2023
Added 0.01%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
7,083
shares
|
$316,468
0.01% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
6,829
shares
|
$305,119
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
6,807
shares
|
$304,136
0.0% of portfolio
|
Q1 2024
Added 2.44%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Oct 07, 2024 Q3 2024 |
6,747
shares
|
$301,455
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
6,591
shares
|
$294,485
0.02% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Oct 31, 2024 Q3 2024 |
6,576
shares
|
$293,815
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
6,448
shares
|
$288,096
0.05% of portfolio
|
Q1 2024
Reduced 0.03%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,400
shares
|
$285,952
0.02% of portfolio
|
Q3 2024
Added 26.38%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
6,361
shares
|
$284,209
0.01% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
6,361
shares
|
$284,209
0.01% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 01, 2024 Q3 2024 |
6,298
shares
|
$281,394
0.21% of portfolio
|
Q2 2024
Added 0.8%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
6,276
shares
|
$280,411
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
6,273
shares
|
$280,277
0.12% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
6,057
shares
|
$270,626
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,969
shares
|
$266,694
0.0% of portfolio
|
Q1 2024
Reduced 32.31%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
5,963
shares
|
$266,426
0.02% of portfolio
|
Q2 2023
Reduced 2.39%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
5,917
shares
|
$264,371
0.05% of portfolio
|
Q2 2024
Added 0.31%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
5,842
shares
|
$261,020
0.0% of portfolio
|
Q3 2024
Added 217.16%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
5,772
shares
|
$257,892
0.03% of portfolio
|
Q3 2024
Reduced 9.27%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
5,744
shares
|
$256,641
0.01% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
5,728
shares
|
$255,927
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Garrett Wealth Advisory Group, LLC
|
Oct 31, 2024 Q3 2024 |
5,725
shares
|
$255,793
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
5,710
shares
|
$255,122
0.08% of portfolio
|
Q3 2024
Reduced 97.74%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
5,692
shares
|
$254,318
0.02% of portfolio
|
Q3 2024
Added 0.23%
|