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SPDR Portfolio S&P 500 High Dividend ETF (SPYD) Institutional Ownership

SPDR Portfolio S&P 500 High Dividend ETF logo
$43.21 +0.17 (+0.39%)
(As of 12/20/2024 05:45 PM ET)

Institutional Ownership Changes (13F Filings) for SPDR Portfolio S&P 500 High Dividend ETF (NYSEARCA:SPYD)

Number of
Institutional Buyers
(last 12 months)
42
Total
Institutional Inflows
(last 12 months)
$18.71M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$151.56M
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SPYD Institutional Buying and Selling by Quarter

SPDR Portfolio S&P 500 High Dividend ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024 Continuum Advisory LLC10,320$471K0.1%+3.2%0.006%
11/15/2024 Integrated Wealth Concepts LLC120,504$5.50M0.1%+767.8%0.071%
11/15/2024 FSA Wealth Management LLC2,001$91K0.0%N/A0.001%
11/14/2024 Flow Traders U.S. LLC30,606$1.40M0.1%-50.6%0.018%
11/14/2024 Captrust Financial Advisors63,233$2.89M0.0%-1.1%0.037%
11/13/2024 BNP Paribas Financial Markets6,478$296K0.0%+438.0%0.004%
11/13/2024 Brown Brothers Harriman & Co.717$33K0.0%N/A0.000%
11/8/2024 BIP Wealth LLC146,798$6.70M0.5%+0.7%0.086%
11/6/2024 Altrius Capital Management Inc10,267$469K0.1%-4.2%0.006%
10/31/2024 Mainstream Capital Management LLC6,576$300K0.3%N/A0.004%
10/30/2024 Crescent Grove Advisors LLC124,808$5.70M0.6%-7.4%0.073%
10/29/2024 Janney Montgomery Scott LLC123,724$5.65M0.0%-4.4%0.073%
10/29/2024 Farther Finance Advisors LLC39,794$1.82M0.1%+0.6%0.023%
10/25/2024 AMI Asset Management Corp12,028$549K0.0%N/A0.007%
10/23/2024 Dumont & Blake Investment Advisors LLC39,612$1.81M0.5%-49.0%0.023%
10/21/2024 Whittier Trust Co.5,842$267K0.0%+217.2%0.003%
10/10/2024 Brown Miller Wealth Management LLC5,084$232K0.1%N/A0.003%
10/10/2024 Valeo Financial Advisors LLC22,426$1.02M0.0%+1.1%0.013%
10/8/2024 First PREMIER Bank76,962$3.51M0.9%+0.9%0.045%
10/8/2024 Future Financial Wealth Managment LLC1,480$68K0.0%N/A0.001%
10/8/2024 Heartwood Wealth Advisors LLC113,061$5.16M0.6%+3.9%0.066%
8/14/2024 Fairscale Capital LLC2,969$126K0.1%N/A0.002%
8/12/2024 Waterloo Capital L.P.59,212$2.38M0.3%N/A0.035%
8/8/2024 Parallel Advisors LLC14,696$591K0.0%+1,137.0%0.009%
8/7/2024 Vantage Financial Partners LLC29,954$1.21M0.3%-11.8%0.018%
8/7/2024 Wedbush Securities Inc.65,457$2.63M0.1%-22.0%0.038%
8/7/2024 Invera Wealth Advisors LLC19,590$808K0.8%-2.0%0.012%
7/31/2024 Farther Finance Advisors LLC39,549$1.58M0.1%-12.2%0.023%
7/31/2024 IFG Advisory LLC45,461$1.83M0.1%+1.1%0.027%
7/31/2024Rothschild Investment LLC6,560$264K0.0%N/A0.004%
7/27/2024 Strategic Blueprint LLC4,974$200K0.0%-17.0%0.003%
7/26/2024 First Command Advisory Services Inc.1,381,784$55.59M0.6%-9.3%0.812%
7/24/2024Family Firm Inc.4,291$173K0.0%N/A0.003%
7/23/2024 Crescent Grove Advisors LLC134,798$5.42M0.6%-0.8%0.079%
7/20/2024 Continuum Advisory LLC9,996$402K0.1%-8.3%0.006%
7/17/2024 First PREMIER Bank76,292$3.07M0.8%-0.8%0.045%
5/17/2024 Comerica Bank10,228$416K0.0%-29.3%0.006%
5/15/2024 Flow Traders U.S. LLC79,082$3.22M0.2%+35.0%0.046%
5/13/2024Financial Gravity Asset Management Inc.253,189$10.31M2.6%-91.0%0.149%
5/3/2024 Whittier Trust Co.1,842$75K0.0%+1,723.8%0.001%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.

5/2/2024 First Command Advisory Services Inc.1,523,825$62.03M0.6%-9.5%0.896%
5/1/2024 Janney Montgomery Scott LLC140,110$5.70M0.0%+18.0%0.082%
4/30/2024 SWS Partners195,291$7.95M2.4%-0.2%0.114%
4/29/2024 Crescent Grove Advisors LLC135,883$5.53M0.6%+0.8%0.080%
4/25/2024 Lindbrook Capital LLC14,062$572K0.1%-6.9%0.008%
4/25/2024 L.M. Kohn & Company14,841$604K0.2%-12.4%0.009%
4/25/2024 Valeo Financial Advisors LLC21,958$875K0.0%+1.8%0.013%
4/23/2024 Strategic Blueprint LLC5,992$244K0.0%N/A0.004%
4/22/2024 Invera Wealth Advisors LLC19,980$768K0.6%-2.2%0.012%
4/17/2024 Dumont & Blake Investment Advisors LLC36,268$1.48M0.4%+30.6%0.021%
4/16/2024 Tsfg LLC2,000$81K0.0%N/A0.001%
4/15/2024 Future Financial Wealth Managment LLC1,480$60K0.0%N/A0.001%
4/12/2024 First PREMIER Bank76,911$3.13M0.8%-2.4%0.043%
4/12/2024 Westend Capital Management LLC1,277$52K0.0%N/A0.001%
4/11/2024 City Holding Co.2,552$104K0.0%-9.9%0.001%
4/2/2024 Heartwood Wealth Advisors LLC106,619$4.34M0.5%+33.1%0.060%
4/2/2024 M&R Capital Management Inc.4,066$166K0.0%-19.7%0.002%
3/8/2024ICA Group Wealth Management LLC1,567$61K0.0%N/A0.001%
2/14/2024Connectus Wealth LLC284,162$11.14M0.2%-5.7%0.160%
2/14/2024 Vermillion & White Wealth Management Group LLC4,221$165K0.2%N/A0.002%
2/13/2024 CIBC Private Wealth Group LLC13,255$519K0.0%+25.2%0.007%
2/13/2024 SWS Partners195,601$7.67M2.5%+1.4%0.110%
2/12/2024 Parallel Advisors LLC1,477$58K0.0%-73.0%0.001%
2/9/2024 Tidemark LLC14,701$576K0.4%N/A0.008%
2/9/2024 L.M. Kohn & Company16,933$664K0.2%+27.4%0.010%
2/8/2024 Janney Montgomery Scott LLC118,755$4.65M0.0%-13.3%0.067%
2/7/2024 NBC Securities Inc.715$28K0.0%-71.5%0.000%
2/6/2024 Eldridge Investment Advisors Inc.15,322$600K0.2%+2.5%0.009%
2/5/2024 Cary Street Partners Investment Advisory LLC6,667$280K0.1%-8.2%0.004%
2/5/2024 Altrius Capital Management Inc10,925$428K0.1%-3.4%0.006%
2/5/2024 Vantage Financial Partners LLC34,127$1.34M0.4%N/A0.019%
2/5/2024 White Pine Capital LLC67,260$2.64M1.0%-4.6%0.038%
2/2/2024 BIP Wealth LLC215,340$8.44M0.7%-18.1%0.122%
2/1/2024 First Command Advisory Services Inc.1,683,909$65.99M0.8%-1.7%0.951%
2/1/2024 Lindbrook Capital LLC15,112$592K0.1%-4.2%0.009%
1/30/2024SVB Wealth LLC13,881$544K0.0%N/A0.008%
1/30/2024 Crescent Grove Advisors LLC134,823$5.28M0.6%+6.5%0.076%
1/29/2024 Graypoint LLC5,214$204K0.0%N/A0.003%
1/29/2024 ORG Partners LLC7,450$292K0.0%+3,111.2%0.004%
1/29/2024 Tennessee Valley Asset Management Partners5,416$212K0.1%N/A0.003%
1/24/2024 Private Trust Co. NA4,591$180K0.0%-46.0%0.003%
1/23/2024 Dumont & Blake Investment Advisors LLC27,769$1.09M0.3%+34.7%0.016%
1/23/2024Householder Group Estate & Retirement Specialist LLC30,011$1.18M0.4%-1.4%0.017%
1/17/2024 IFG Advisory LLC43,831$1.72M0.1%+6.1%0.025%
1/17/2024Reitz Capital Advisors LLC20,488$803K1.4%+18.9%0.012%
1/17/2024 Heartwood Wealth Advisors LLC80,133$3.14M0.4%-88.2%0.045%
1/17/2024 First PREMIER Bank78,825$3.09M0.9%-12.9%0.045%
1/10/2024 North Star Investment Management Corp.2,345$92K0.0%-29.7%0.001%
1/2/2024 Anchor Investment Management LLC1,500$59K0.0%N/A0.001%
11/13/2023 Cary Street Partners Investment Advisory LLC7,262$255K0.0%+4.8%0.004%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.

11/9/2023 White Pine Capital LLC70,481$2.47M1.0%-1.7%0.040%
11/9/2023 SWS Partners192,846$6.76M2.5%+3.1%0.109%
11/9/2023 Curran Financial Partners LLC340,940$11.96M5.2%+5.8%0.193%
11/9/2023 BIP Wealth LLC262,915$9.22M0.8%-26.9%0.148%
11/8/2023 Janney Montgomery Scott LLC136,920$4.80M0.0%+6.0%0.077%
11/8/2023 First Command Advisory Services Inc.1,713,777$60.10M0.8%+30,762.2%0.968%
11/6/2023 L.M. Kohn & Company13,292$466K0.2%-8.1%0.008%
11/6/2023 Eldridge Investment Advisors Inc.14,951$524K0.2%+60.3%0.008%
11/4/2023 NBC Securities Inc.2,513$88K0.0%N/A0.001%
11/2/2023 FDx Advisors Inc.86,499$3.03M0.3%-4.8%0.049%
(Data available from 1/1/2016 forward)

SPYD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPYD shares?

During the previous two years, 98 institutional investors and hedge funds held shares of SPDR Portfolio S&P 500 High Dividend ETF. The most heavily invested institutionals were Arete Wealth Advisors LLC ($204.17B), Parker Investment Management LLC ($86.74M), First Command Financial Services Inc. ($80.26M), First Command Bank ($65.77M), First Command Advisory Services Inc. ($55.59M), Bank of New York Mellon Corp ($13.39M), and NEIRG Wealth Management LLC ($12.48M).Learn more on SPYD's institutional investors.

Which institutional investors have been buying SPDR Portfolio S&P 500 High Dividend ETF stock?

Of the 79 institutional investors that purchased SPDR Portfolio S&P 500 High Dividend ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Parker Investment Management LLC ($2.28M), First Command Advisory Services Inc. ($1.71M), Bank of New York Mellon Corp ($381.84K), BIP Wealth LLC ($360.86K), First Command Bank ($225.50K), NEIRG Wealth Management LLC ($133.95K), and Integrated Wealth Concepts LLC ($114.91K).

How much institutional buying is happening at SPDR Portfolio S&P 500 High Dividend ETF?

Institutional investors have bought a total of 6,323,834 shares in the last 24 months. This purchase volume represents approximately $236.34M in transactions.

Which SPDR Portfolio S&P 500 High Dividend ETF major shareholders have been selling company stock?

Of the 50 institutional investors that sold SPDR Portfolio S&P 500 High Dividend ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: First Command Advisory Services Inc. ($29.07M), Financial Gravity Asset Management Inc. ($2.57M), Heartwood Wealth Advisors LLC ($602.46K), First Command Financial Services Inc. ($527.79K), First Command Bank ($338.44K), BIP Wealth LLC ($144.47K), and Eldridge Investment Advisors Inc. ($89.86K).

How much institutional selling is happening at SPDR Portfolio S&P 500 High Dividend ETF?

Institutional investors have sold a total of 33,826,033 shares in the last 24 months. This volume of shares sold represents approximately $1.31B in transactions.



This page (NYSEARCA:SPYD) was last updated on 12/22/2024 by MarketBeat.com Staff
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