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 |
---|---|---|---|---|---|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
19,760
shares
|
$897,696
0.02% of portfolio
|
Q3 2022
New holding
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
19,685
shares
|
$894,289
0.02% of portfolio
|
Q2 2024
Reduced 65.55%
|
|
Lex Aurum Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
19,592
shares
|
$890,064
0.2% of portfolio
|
Q2 2024
Added 3.97%
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Aug 06, 2024 Q2 2024 |
19,590
shares
|
$889,973
0.84% of portfolio
|
Q2 2024
Reduced 1.95%
|
|
Foundations Investment Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
19,540
shares
|
$887,702
0.02% of portfolio
|
Q2 2024
Added 0.72%
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 12, 2024 Q2 2024 |
19,526
shares
|
$887,066
0.3% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
19,253
shares
|
$874,663
0.02% of portfolio
|
Q2 2024
Added 1.1%
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
19,184
shares
|
$871,529
0.94% of portfolio
|
Q2 2022
Added 13.25%
|
|
Berkshire Bank
|
Jul 12, 2024 Q2 2024 |
19,015
shares
|
$863,851
0.19% of portfolio
|
Q2 2024
Reduced 7.68%
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
19,006
shares
|
$863,442
0.03% of portfolio
|
Q3 2022
Added 19.26%
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2024 Q2 2024 |
18,997
shares
|
$863,033
0.34% of portfolio
|
Q2 2024
Added 3.36%
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Jul 17, 2024 Q2 2024 |
18,929
shares
|
$859,944
0.11% of portfolio
|
Q2 2024
Reduced 9.1%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
18,643
shares
|
$846,951
0.0% of portfolio
|
Q2 2024
Added 2.55%
|
|
Hancock Whitney Corp
|
Aug 13, 2024 Q2 2024 |
17,677
shares
|
$803,066
0.02% of portfolio
|
Q4 2023
Reduced 11.28%
|
|
Youngs Advisory Group, Inc.
|
Jul 19, 2024 Q2 2024 |
17,295
shares
|
$785,711
0.31% of portfolio
|
Q2 2024
Reduced 3.43%
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Aug 09, 2024 Q2 2024 |
17,029
shares
|
$773,627
0.31% of portfolio
|
Q2 2024
New holding
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
16,369
shares
|
$743,643
0.05% of portfolio
|
Q2 2024
Reduced 6.3%
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Aug 02, 2024 Q2 2024 |
16,097
shares
|
$731,286
0.36% of portfolio
|
Q2 2024
New holding
|
|
Walkner Condon Financial Advisors LLC
|
Aug 09, 2024 Q2 2024 |
16,068
shares
|
$729,969
0.14% of portfolio
|
Q2 2024
Reduced 1.53%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Aug 02, 2024 Q2 2024 |
15,863
shares
|
$720,656
0.03% of portfolio
|
Q2 2024
Added 9.89%
|
|
Detalus Advisors, LLC
|
Jul 26, 2024 Q2 2024 |
15,626
shares
|
$709,889
0.22% of portfolio
|
Q2 2024
Reduced 3.48%
|
|
Mission Wealth Management, LP
|
Aug 02, 2024 Q2 2024 |
15,556
shares
|
$706,709
0.02% of portfolio
|
Q2 2024
Reduced 9.47%
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
15,549
shares
|
$706,391
0.05% of portfolio
|
Q3 2022
Reduced 1.39%
|
|
Raymond James Trust N.A.
|
Jul 25, 2024 Q2 2024 |
15,395
shares
|
$699,394
0.01% of portfolio
|
Q2 2024
Reduced 5.7%
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 09, 2024 Q2 2024 |
15,211
shares
|
$691,035
0.03% of portfolio
|
Q2 2024
Reduced 14.15%
|