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 |
---|---|---|---|---|---|
Cambridge Advisors Inc.
|
Oct 23, 2024 Q3 2024 |
20,031
shares
|
$904,399
0.21% of portfolio
|
Q2 2024
Added 1.08%
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
19,997
shares
|
$902,864
0.27% of portfolio
|
Q1 2024
New holding
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
19,760
shares
|
$892,164
0.02% of portfolio
|
Q3 2022
New holding
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
19,672
shares
|
$888,190
0.02% of portfolio
|
Q3 2024
Added 2.18%
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
19,606
shares
|
$885,210
0.02% of portfolio
|
Q3 2024
Added 0.34%
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
19,395
shares
|
$875,684
0.02% of portfolio
|
Q3 2024
Added 25.98%
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
19,184
shares
|
$866,157
0.94% of portfolio
|
Q2 2022
Added 13.25%
|
|
Berkshire Bank
|
Oct 18, 2024 Q3 2024 |
19,016
shares
|
$858,572
0.2% of portfolio
|
Q3 2024
Added 0.01%
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
19,006
shares
|
$858,120
0.03% of portfolio
|
Q3 2022
Added 19.26%
|
|
Selective Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
19,004
shares
|
$858,030
0.36% of portfolio
|
Q3 2024
Added 0.04%
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
18,362
shares
|
$829,044
0.09% of portfolio
|
Q3 2024
Added 156.56%
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
18,005
shares
|
$812,925
0.19% of portfolio
|
Q3 2024
Reduced 8.1%
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
17,677
shares
|
$798,116
0.03% of portfolio
|
Q4 2023
Reduced 11.28%
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
17,504
shares
|
$790,305
0.02% of portfolio
|
Q3 2024
Reduced 11.08%
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
17,326
shares
|
$782,268
0.03% of portfolio
|
Q3 2024
New holding
|
|
Youngs Advisory Group, Inc.
|
Nov 07, 2024 Q3 2024 |
17,280
shares
|
$780,192
0.33% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 15, 2024 Q3 2024 |
16,931
shares
|
$764,434
0.2% of portfolio
|
Q3 2024
Added 29.48%
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
16,723
shares
|
$755,043
0.0% of portfolio
|
Q3 2024
Reduced 10.3%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
16,471
shares
|
$743,665
0.03% of portfolio
|
Q3 2024
Added 13.47%
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Oct 28, 2024 Q3 2024 |
16,097
shares
|
$726,779
0.42% of portfolio
|
Q2 2024
New holding
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
16,068
shares
|
$725,470
0.15% of portfolio
|
Q2 2024
Reduced 1.53%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
15,848
shares
|
$715,537
0.04% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
15,832
shares
|
$714,814
0.21% of portfolio
|
Q3 2024
Reduced 25.93%
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
15,549
shares
|
$702,037
0.05% of portfolio
|
Q3 2022
Reduced 1.39%
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
15,477
shares
|
$698,786
0.25% of portfolio
|
Q3 2024
Reduced 0.95%
|