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 |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
28,569
shares
|
$1.28 Million
0.35% of portfolio
|
Q3 2024
Added 1.58%
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
28,200
shares
|
$1.26 Million
0.32% of portfolio
|
Q1 2023
Added 100.0%
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
27,858
shares
|
$1.24 Million
0.2% of portfolio
|
Q3 2024
Added 1.63%
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
26,349
shares
|
$1.18 Million
1.43% of portfolio
|
Q3 2022
Added 47.97%
|
|
Austin Wealth Management, LLC
Austin, TX |
Oct 28, 2024 Q3 2024 |
26,216
shares
|
$1.17 Million
0.26% of portfolio
|
Q3 2024
Added 4.3%
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
25,683
shares
|
$1.15 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
25,558
shares
|
$1.14 Million
0.06% of portfolio
|
Q3 2024
Added 14.17%
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
25,131
shares
|
$1.12 Million
0.3% of portfolio
|
Q3 2024
Reduced 16.1%
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
24,961
shares
|
$1.12 Million
0.22% of portfolio
|
Q2 2023
Reduced 1.08%
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
24,854
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.51%
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
24,500
shares
|
$1.09 Million
0.12% of portfolio
|
Q4 2023
Reduced 2.0%
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
24,238
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2024
Added 0.59%
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
24,175
shares
|
$1.08 Million
0.52% of portfolio
|
Q3 2024
Added 41.96%
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
24,168
shares
|
$1.08 Million
0.23% of portfolio
|
Q4 2023
Added 0.1%
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Oct 15, 2024 Q3 2024 |
23,334
shares
|
$1.04 Million
0.78% of portfolio
|
Q3 2024
Added 0.92%
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
22,426
shares
|
$1 Million
0.03% of portfolio
|
Q3 2024
Added 1.08%
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2024 Q3 2024 |
22,400
shares
|
$1 Million
0.02% of portfolio
|
Q3 2024
Reduced 51.24%
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
22,023
shares
|
$983,987
0.13% of portfolio
|
Q2 2024
Reduced -0.0%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
21,645
shares
|
$967,098
0.01% of portfolio
|
Q3 2024
Added 7.1%
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
21,168
shares
|
$945,786
0.0% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 14, 2024 Q3 2024 |
20,920
shares
|
$934,705
0.0% of portfolio
|
Q3 2024
Reduced 30.75%
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
20,724
shares
|
$925,948
0.09% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
20,679
shares
|
$923,937
0.34% of portfolio
|
Q3 2024
Added 5.9%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
20,618
shares
|
$921,212
0.03% of portfolio
|
Q3 2024
Added 0.09%
|
|
Code Waechter LLC
Tampa, FL |
Oct 10, 2024 Q3 2024 |
20,283
shares
|
$906,244
0.88% of portfolio
|
Q3 2024
New holding
|