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 |
---|---|---|---|---|---|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
15,000
shares
|
$681,450
0.09% of portfolio
|
Q2 2023
New holding
|
|
L.M. Kohn & Company
|
Jul 30, 2024 Q2 2024 |
14,861
shares
|
$675,135
0.16% of portfolio
|
Q2 2024
Added 0.13%
|
|
Willis Johnson & Associates, Inc.
|
Aug 01, 2024 Q2 2024 |
14,743
shares
|
$669,774
0.05% of portfolio
|
Q2 2024
Added 4.54%
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 30, 2024 Q2 2024 |
14,738
shares
|
$669,547
0.02% of portfolio
|
Q2 2024
Reduced 12.85%
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
14,696
shares
|
$667,639
0.02% of portfolio
|
Q2 2024
Added 1137.04%
|
|
Focused Wealth Management, Inc
|
Jul 30, 2024 Q2 2024 |
14,656
shares
|
$665,822
0.08% of portfolio
|
Q2 2024
Reduced 3.34%
|
|
Savant Capital, LLC
|
Aug 05, 2024 Q2 2024 |
14,610
shares
|
$663,732
0.01% of portfolio
|
Q2 2024
Reduced 8.64%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 29, 2024 Q2 2024 |
14,516
shares
|
$659,461
0.02% of portfolio
|
Q2 2024
Added 6.85%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
14,181
shares
|
$644,242
0.02% of portfolio
|
Q2 2020
Reduced 19.39%
|
|
Davenport & CO LLC
|
Aug 06, 2024 Q2 2024 |
14,055
shares
|
$638,518
0.0% of portfolio
|
Q2 2024
Reduced 2.35%
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Aug 02, 2024 Q2 2024 |
13,982
shares
|
$635,202
0.36% of portfolio
|
Q2 2024
Added 7.32%
|
|
Lindbrook Capital, LLC
|
Jul 31, 2024 Q2 2024 |
13,927
shares
|
$632,703
0.05% of portfolio
|
Q2 2024
Reduced 0.96%
|
|
Tidemark, LLC
San Diego, CA |
Aug 12, 2024 Q2 2024 |
13,902
shares
|
$631,567
0.26% of portfolio
|
Q2 2024
Reduced 5.9%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
13,886
shares
|
$630,840
0.01% of portfolio
|
Q2 2024
Added 77.28%
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 31, 2024 Q2 2024 |
13,879
shares
|
$630,522
0.11% of portfolio
|
Q1 2024
Added 8.12%
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
13,733
shares
|
$623,890
0.02% of portfolio
|
Q2 2024
Reduced 15.23%
|
|
Bogart Wealth, LLC
|
Jul 31, 2024 Q2 2024 |
13,633
shares
|
$619,347
0.03% of portfolio
|
Q2 2024
Added 0.49%
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 13, 2024 Q2 2024 |
13,516
shares
|
$614,031
0.13% of portfolio
|
Q2 2024
Added 38.44%
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
13,256
shares
|
$602,220
0.0% of portfolio
|
Q2 2024
Added 0.01%
|
|
Financial Insights, Inc.
|
Jul 16, 2024 Q2 2024 |
13,175
shares
|
$598,540
0.15% of portfolio
|
Q2 2024
Reduced 11.73%
|
|
Astoria Portfolio Advisors Llc.
|
Jul 09, 2024 Q2 2024 |
13,110
shares
|
$595,587
0.19% of portfolio
|
Q2 2024
Added 15.8%
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 15, 2024 Q2 2024 |
13,076
shares
|
$594,042
0.14% of portfolio
|
Q2 2024
Reduced 3.17%
|
|
Fsc Wealth Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
12,991
shares
|
$590,181
0.39% of portfolio
|
Q2 2024
Added 2.33%
|
|
Park Avenue Securities LLC
|
Jul 09, 2024 Q2 2024 |
12,902
shares
|
$586,137
0.01% of portfolio
|
Q2 2024
Added 5.79%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
12,649
shares
|
$574,644
0.0% of portfolio
|
Q2 2024
Reduced 18.22%
|