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 473 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 $2.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
234,083
shares
|
$10.2 Million
0.0% of portfolio
|
Q3 2024
Added 15.46%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
225,305
shares
|
$9.81 Million
2.75% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
221,603
shares
|
$9.65 Million
0.03% of portfolio
|
Q3 2024
Added 13.66%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
204,123
shares
|
$8.89 Million
0.31% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
196,653
shares
|
$8.56 Million
0.04% of portfolio
|
Q3 2024
Added 6.69%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
195,741
shares
|
$8.52 Million
0.02% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Keystone Financial Planning, Inc.
|
Oct 28, 2024 Q3 2024 |
191,818
shares
|
$8.35 Million
2.66% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
188,269
shares
|
$8.2 Million
0.02% of portfolio
|
Q3 2023
Reduced 30.35%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
188,262
shares
|
$8.2 Million
0.01% of portfolio
|
Q3 2024
Added 19.65%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 01, 2024 Q3 2024 |
187,594
shares
|
$8.17 Million
4.08% of portfolio
|
Q3 2024
Reduced 25.84%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
182,056
shares
|
$7.93 Million
0.19% of portfolio
|
Q3 2024
Added 20.51%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
169,247
shares
|
$7.37 Million
0.02% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
168,811
shares
|
$7.35 Million
0.0% of portfolio
|
Q3 2022
Added 3.67%
|
|
|
Sws Partners
|
Oct 15, 2024 Q3 2024 |
166,747
shares
|
$7.26 Million
2.46% of portfolio
|
Q3 2024
Reduced 14.14%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
162,413
shares
|
$7.07 Million
0.01% of portfolio
|
Q3 2024
Added 72.83%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
155,569
shares
|
$6.77 Million
0.63% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
153,555
shares
|
$6.69 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Genesee Capital Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
148,290
shares
|
$6.46 Million
3.33% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 13, 2024 Q3 2024 |
147,601
shares
|
$6.43 Million
0.25% of portfolio
|
Q3 2021
New holding
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
146,798
shares
|
$6.39 Million
0.46% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
146,579
shares
|
$6.38 Million
0.25% of portfolio
|
Q3 2024
Added 190.46%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
143,834
shares
|
$6.26 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
129,609
shares
|
$5.64 Million
0.64% of portfolio
|
Q3 2024
New holding
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
127,750
shares
|
$5.56 Million
0.14% of portfolio
|
N/A
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
124,808
shares
|
$5.43 Million
0.61% of portfolio
|
Q3 2024
Reduced 7.41%
|