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 |
|---|---|---|---|---|---|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
4,750
shares
|
$212,230
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Aurora Private Wealth, Inc.
|
Oct 18, 2024 Q3 2024 |
4,744
shares
|
$211,961
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
4,701
shares
|
$210,040
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
4,684
shares
|
$209,281
0.0% of portfolio
|
Q3 2024
Reduced 37.68%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
4,680
shares
|
$209,102
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
4,672
shares
|
$208,744
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
4,668
shares
|
$208,566
0.1% of portfolio
|
Q3 2024
Reduced 16.82%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
4,586
shares
|
$204,902
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
4,558
shares
|
$203,651
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
4,496
shares
|
$200,881
0.01% of portfolio
|
Q3 2024
Reduced 22.72%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
4,494
shares
|
$200,791
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 31, 2024 Q3 2024 |
4,475
shares
|
$199,943
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
4,433
shares
|
$198,066
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
4,428
shares
|
$197,843
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
4,406
shares
|
$196,860
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
4,151
shares
|
$185,466
0.0% of portfolio
|
Q3 2024
Reduced 71.75%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
4,116
shares
|
$183,902
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
4,074
shares
|
$182,026
0.04% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
4,032
shares
|
$180,149
0.24% of portfolio
|
Q3 2024
Added 8.1%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
4,027
shares
|
$179,926
0.09% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
3,950
shares
|
$176,486
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
3,491
shares
|
$155,977
0.02% of portfolio
|
Q3 2024
Added 5.5%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
3,460
shares
|
$154,592
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,243
shares
|
$144,897
0.0% of portfolio
|
Q2 2024
Reduced 4.17%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
3,207
shares
|
$143,288
0.02% of portfolio
|
Q3 2021
New holding
|