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 449 institutions that hold shares in the stock, with a total of 46.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.13 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Private Wealth Group, LLC
|
Jul 24, 2024 Q2 2024 |
35,941
shares
|
$1.63 Million
0.78% of portfolio
|
Q1 2024
Added 0.13%
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
35,549
shares
|
$1.61 Million
0.0% of portfolio
|
Q2 2024
Reduced 82.53%
|
|
Stephens Inc
|
Aug 06, 2024 Q2 2024 |
35,228
shares
|
$1.6 Million
0.02% of portfolio
|
Q2 2024
Added 42.74%
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 22, 2024 Q2 2024 |
34,763
shares
|
$1.58 Million
0.6% of portfolio
|
Q2 2024
Reduced 1.97%
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
33,708
shares
|
$1.53 Million
0.0% of portfolio
|
Q2 2024
Added 15.63%
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
33,428
shares
|
$1.52 Million
0.0% of portfolio
|
Q2 2024
Added 52.9%
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
32,444
shares
|
$1.47 Million
0.04% of portfolio
|
Q2 2024
Reduced 1.93%
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
32,118
shares
|
$1.46 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.48%
|
|
Alliance Wealth Management Group
Flemington, NJ |
Jul 12, 2024 Q2 2024 |
31,149
shares
|
$1.42 Million
0.35% of portfolio
|
Q2 2024
Reduced 0.94%
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 12, 2024 Q2 2024 |
31,073
shares
|
$1.41 Million
0.12% of portfolio
|
Q2 2024
Added 9.49%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
30,651
shares
|
$1.39 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.32%
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2024 Q2 2024 |
30,629
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2024
Added 44.89%
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Aug 09, 2024 Q2 2024 |
30,476
shares
|
$1.38 Million
0.8% of portfolio
|
Q2 2024
Added 1.53%
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2024 Q2 2024 |
30,210
shares
|
$1.37 Million
0.01% of portfolio
|
Q2 2024
Reduced 17.95%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
30,077
shares
|
$1.37 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 13, 2024 Q2 2024 |
29,954
shares
|
$1.36 Million
0.32% of portfolio
|
Q2 2024
Reduced 11.77%
|
|
1900 Wealth Management LLC
|
Jul 26, 2024 Q2 2024 |
29,901
shares
|
$1.36 Million
0.12% of portfolio
|
Q2 2024
Reduced 0.46%
|
|
Juncture Wealth Strategies, LLC
|
Jul 11, 2024 Q2 2024 |
29,869
shares
|
$1.36 Million
0.5% of portfolio
|
Q2 2024
Added 0.41%
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
28,731
shares
|
$1.31 Million
0.03% of portfolio
|
Q1 2024
Added 47.95%
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
28,200
shares
|
$1.28 Million
0.32% of portfolio
|
Q1 2023
Added 100.0%
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 15, 2024 Q2 2024 |
28,126
shares
|
$1.28 Million
0.32% of portfolio
|
Q2 2024
Added 3.37%
|
|
Banque Cantonale Vaudoise
|
Jul 31, 2024 Q2 2024 |
27,870
shares
|
$1.27 Million
0.04% of portfolio
|
Q2 2024
Added 97.94%
|
|
Hbw Advisory Services LLC
|
Jul 05, 2024 Q2 2024 |
27,410
shares
|
$1.25 Million
0.2% of portfolio
|
Q2 2024
Added 9.05%
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 14, 2024 Q2 2024 |
27,406
shares
|
$1.25 Million
0.07% of portfolio
|
Q2 2024
Added 17.97%
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
27,020
shares
|
$1.23 Million
0.06% of portfolio
|
Q2 2024
Reduced 29.64%
|