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 |
---|---|---|---|---|---|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
26,586
shares
|
$1.21 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.75%
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
26,349
shares
|
$1.2 Million
1.43% of portfolio
|
Q3 2022
Added 47.97%
|
|
Stratos Wealth Partners, Ltd.
|
Jul 24, 2024 Q2 2024 |
25,859
shares
|
$1.17 Million
0.02% of portfolio
|
Q2 2024
Added 5.89%
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
25,798
shares
|
$1.17 Million
0.03% of portfolio
|
Q2 2024
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
25,719
shares
|
$1.17 Million
0.04% of portfolio
|
Q2 2024
Added 3.34%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
25,524
shares
|
$1.16 Million
0.01% of portfolio
|
Q2 2024
Reduced 7.21%
|
|
Austin Wealth Management, LLC
Austin, TX |
Jul 31, 2024 Q2 2024 |
25,136
shares
|
$1.14 Million
0.24% of portfolio
|
Q2 2024
Added 2.25%
|
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
Aug 12, 2024 Q2 2024 |
25,000
shares
|
$1.14 Million
0.0% of portfolio
|
Q2 2021
New holding
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
24,961
shares
|
$1.13 Million
0.22% of portfolio
|
Q2 2023
Reduced 1.08%
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
24,823
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2024
Reduced 73.89%
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
24,500
shares
|
$1.11 Million
0.12% of portfolio
|
Q4 2023
Reduced 2.0%
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
24,168
shares
|
$1.1 Million
0.23% of portfolio
|
Q4 2023
Added 0.1%
|
|
Mai Capital Management
|
Aug 12, 2024 Q2 2024 |
24,096
shares
|
$1.09 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jul 16, 2024 Q2 2024 |
23,121
shares
|
$1.05 Million
0.73% of portfolio
|
Q2 2024
Reduced 1.27%
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
22,385
shares
|
$1.02 Million
0.11% of portfolio
|
Q2 2024
New holding
|
|
Valeo Financial Advisors, LLC
|
Jul 10, 2024 Q2 2024 |
22,187
shares
|
$1.01 Million
0.03% of portfolio
|
Q2 2024
Added 1.04%
|
|
Kohmann Bosshard Financial Services, LLC
|
Jul 10, 2024 Q2 2024 |
22,023
shares
|
$1 Million
0.12% of portfolio
|
Q2 2024
Reduced -0.0%
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jul 17, 2024 Q2 2024 |
21,374
shares
|
$971,020
0.24% of portfolio
|
Q2 2024
Reduced 26.38%
|
|
Main Street Financial Solutions, LLC
|
Aug 07, 2024 Q2 2024 |
21,238
shares
|
$964,842
0.08% of portfolio
|
Q2 2024
Reduced 1.33%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
21,213
shares
|
$963,706
0.0% of portfolio
|
Q2 2024
Added 107.4%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
20,600
shares
|
$935,858
0.03% of portfolio
|
Q2 2024
Added 0.22%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
20,347
shares
|
$924,364
0.0% of portfolio
|
Q2 2024
Reduced 47.9%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
20,211
shares
|
$918,185
0.01% of portfolio
|
Q2 2024
Added 15.06%
|
|
Cambridge Advisors Inc.
|
Jul 11, 2024 Q2 2024 |
20,031
shares
|
$910,008
0.19% of portfolio
|
Q2 2024
Added 1.08%
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2024 Q2 2024 |
19,997
shares
|
$908,463
0.26% of portfolio
|
Q1 2024
New holding
|