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 494 institutions that hold shares in the stock, with a total of 51.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
130,288
shares
|
$5.82 Million
0.02% of portfolio
|
Q4 2024
Added 5.31%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
128,468
shares
|
$5.74 Million
0.58% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
127,750
shares
|
$5.71 Million
0.13% of portfolio
|
N/A
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
126,983
shares
|
$5.67 Million
0.02% of portfolio
|
Q4 2024
Added 7.87%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
121,292
shares
|
$5.42 Million
0.0% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
120,425
shares
|
$5.38 Million
0.01% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
118,690
shares
|
$5.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 26.92%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
112,977
shares
|
$5.05 Million
0.56% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
111,900
shares
|
$5 Million
0.02% of portfolio
|
Q4 2024
Added 84.65%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
111,184
shares
|
$4.97 Million
2.28% of portfolio
|
Q4 2024
Added 72.81%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
108,281
shares
|
$4.84 Million
0.15% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
95,098
shares
|
$4.25 Million
0.03% of portfolio
|
Q4 2024
Added 11.49%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
95,073
shares
|
$4.25 Million
0.02% of portfolio
|
Q4 2024
Reduced 9.16%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
93,418
shares
|
$4.17 Million
0.43% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
91,248
shares
|
$4.08 Million
0.01% of portfolio
|
Q4 2024
Reduced 12.51%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
90,721
shares
|
$4.05 Million
0.04% of portfolio
|
Q4 2024
Added 10.89%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
89,574
shares
|
$4 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
86,804
shares
|
$3.88 Million
0.08% of portfolio
|
Q4 2024
Added 5.81%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
84,171
shares
|
$3.76 Million
0.46% of portfolio
|
Q1 2023
Added 30.57%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
83,800
shares
|
$3.74 Million
0.01% of portfolio
|
Q4 2024
Added 70.67%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
83,570
shares
|
$3.73 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
83,085
shares
|
$3.71 Million
0.21% of portfolio
|
Q4 2023
Reduced 0.37%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
83,003
shares
|
$3.71 Million
1.53% of portfolio
|
Q4 2024
Added 3.75%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
80,643
shares
|
$3.6 Million
0.11% of portfolio
|
Q3 2024
Added 7.49%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
79,520
shares
|
$3.55 Million
0.15% of portfolio
|
Q3 2024
Added 185.32%
|