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 $2.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
36,922
shares
|
$1.67 Million
0.0% of portfolio
|
Q3 2024
Added 10.45%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
36,181
shares
|
$1.63 Million
0.06% of portfolio
|
Q3 2024
Added 33.9%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
36,145
shares
|
$1.63 Million
0.01% of portfolio
|
Q3 2024
Added 12.54%
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
35,935
shares
|
$1.62 Million
0.26% of portfolio
|
Q3 2024
Reduced 15.8%
|
|
|
Private Wealth Group, LLC
|
Oct 28, 2024 Q3 2024 |
35,908
shares
|
$1.62 Million
0.84% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
35,866
shares
|
$1.62 Million
0.01% of portfolio
|
Q3 2024
Added 40.52%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
35,746
shares
|
$1.61 Million
0.02% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
35,478
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2024
Added 5.25%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
34,719
shares
|
$1.57 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
33,714
shares
|
$1.52 Million
0.14% of portfolio
|
Q3 2024
Added 8.5%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
32,582
shares
|
$1.47 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
32,071
shares
|
$1.45 Million
0.13% of portfolio
|
Q3 2024
Added 6.76%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
31,981
shares
|
$1.44 Million
0.01% of portfolio
|
Q3 2024
Added 6.33%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
31,823
shares
|
$1.44 Million
0.01% of portfolio
|
Q3 2024
Reduced 19.06%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Nov 13, 2024 Q3 2024 |
31,540
shares
|
$1.42 Million
0.37% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Oct 17, 2024 Q3 2024 |
31,337
shares
|
$1.41 Million
2.23% of portfolio
|
Q3 2024
Reduced 37.33%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
31,155
shares
|
$1.41 Million
0.02% of portfolio
|
Q3 2024
Added 20.48%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
31,098
shares
|
$1.4 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
30,973
shares
|
$1.4 Million
0.02% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 15, 2024 Q3 2024 |
30,973
shares
|
$1.4 Million
0.57% of portfolio
|
Q3 2024
Reduced 10.9%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
30,606
shares
|
$1.38 Million
0.07% of portfolio
|
Q3 2024
Reduced 50.58%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Oct 15, 2024 Q3 2024 |
30,470
shares
|
$1.38 Million
0.82% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
30,254
shares
|
$1.37 Million
0.25% of portfolio
|
Q3 2024
Reduced 32.97%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 09, 2024 Q3 2024 |
28,753
shares
|
$1.3 Million
0.51% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
28,697
shares
|
$1.3 Million
0.02% of portfolio
|
Q3 2024
Added 339.06%
|