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 |
|---|---|---|---|---|---|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
3,171
shares
|
$141,680
0.11% of portfolio
|
Q1 2024
Reduced 24.88%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
2,969
shares
|
$132,654
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
2,890
shares
|
$129,125
0.0% of portfolio
|
Q3 2024
Added 17.29%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
2,700
shares
|
$120,636
0.01% of portfolio
|
Q1 2022
Reduced 15.63%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
2,600
shares
|
$116,168
0.03% of portfolio
|
Q2 2023
Reduced 74.75%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
2,402
shares
|
$107,321
0.07% of portfolio
|
Q3 2024
Reduced 10.71%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
2,394
shares
|
$106,963
0.02% of portfolio
|
Q3 2024
Reduced 6.19%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
2,345
shares
|
$104,774
0.01% of portfolio
|
Q4 2023
Reduced 29.69%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
2,255
shares
|
$100,753
0.0% of portfolio
|
Q3 2022
Reduced 3.76%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
2,001
shares
|
$89,404
0.04% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
2,000
shares
|
$89,360
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Peterson Wealth Services
|
Nov 06, 2024 Q3 2024 |
1,936
shares
|
$86,500
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
1,919
shares
|
$85,740
0.0% of portfolio
|
Q3 2024
Added 38.16%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
1,709
shares
|
$76,358
0.01% of portfolio
|
Q3 2024
Reduced 22.63%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1,586
shares
|
$70,862
0.05% of portfolio
|
Q3 2024
Reduced 6.32%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
1,565
shares
|
$69,924
0.01% of portfolio
|
Q3 2024
Reduced 38.87%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
1,500
shares
|
$67,020
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
1,499
shares
|
$66,975
0.01% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
1,485
shares
|
$66,349
0.03% of portfolio
|
Q2 2024
Reduced 10.54%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
1,480
shares
|
$66,126
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
1,435
shares
|
$64,115
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
1,337
shares
|
$59,737
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,331
shares
|
$59,469
0.0% of portfolio
|
Q3 2024
Added 152.08%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
1,288
shares
|
$57,547
0.0% of portfolio
|
Q2 2023
Reduced 10.43%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
1,250
shares
|
$55,850
0.05% of portfolio
|
Q1 2024
New holding
|