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Get Institutions for : 
Spdr S&p 500 High Dividend Etf (SPYD)  
$40.70 0.18 (0.44%) as of 4:30 Mon 6/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 391    8
Total shares held : 
67,809,565  
% of shares held : 
35.07%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -46  
Amount of shares held : 
2,160,546  
% of shares held change : 
  1.12%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$34.33  
Last Quarter's Ending Price : 
$39.19  
Last Quarter's Average Price
$35.92  
Change from last quarter's     
avg. price to the last closing  : 
4.78 (13.31%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
32
 401,099
 0.59%
 
Increased Positions :
123
 9,270,069
 13.67%
 
Unchanged Positions :
75
 5,973,925
 8.81%
 
Decreased Positions :
161
-5,680,736
-8.38%
 
Closed Positions :
40
-1,829,886
-2.7%
 
Guru Positions :
1
54,344
 0.08%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   BANK OF AMERICA CORP /DE/ 792 - 2024-03-31 3,180,854 $129,493,000 -125,992
   First Command Financial Services Inc. 5 - 2023-06-30 1,773,615 $65,766,000 -338,440
   First Command Bank 5 - 2023-06-30 1,773,615 $65,766,000 -338,440
   First Command Advisory Services Inc. 11 - 2024-03-31 1,523,825 $62,032,000 -160,084
   MORGAN STANLEY 1652 - 2024-03-31 1,373,378 $55,910,000 -647,990
   UBS Group AG 995 - 2024-03-31 728,949 $29,676,000 -269,375
   ROYAL BANK OF CANADA 1062 - 2024-03-31 564,620 $22,986,000 -33,166
   Vestmark Advisory Solutions Inc. 15 - 2024-03-31 562,882 $22,915,000 -166,691
   GOLDMAN SACHS GROUP INC/ 1690 - 2024-03-31 391,161 $15,924,000 -44,552
   PFS INVESTMENTS INC. 108 - 2023-06-30 388,840 $14,418,000 -4,402
   Connectus Wealth LLC 75 - 2024-03-31 263,583 $10,730,000 -20,579
   Financial Gravity Wealth Inc. 12 - 2024-03-31 253,189 $10,307,000 -2,572,450
   J P MORGAN CHASE & CO 2037 - 2024-03-31 252,828 $10,293,000 -14,705
   FIRST HAWAIIAN BANK 45 - 2024-03-31 206,036 $8,388,000 -8,275
   SWS Partners 6 - 2024-03-31 195,291 $7,950,000 -310
   Keystone Financial Planning Inc. 7 - 2024-03-31 190,008 $7,735,000 -3,211
   RAYMOND JAMES & ASSOCIATES 1320 - 2024-03-31 183,860 $7,485,000 -13,778
   BIP Wealth LLC 29 - 2024-03-31 182,922 $7,447,000 -32,418
   CITADEL ADVISORS LLC 1466 - 2024-03-31 170,176 $6,928,000 -75,652
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 448 - 2023-09-30 188,269 $6,603,000 -82,033
   Genesee Capital Advisors LLC 4 - 2024-03-31 160,232 $6,523,000 -361
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 619 - 2024-03-31 157,467 $6,410,000 -51,132
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1004 - 2024-03-31 154,942 $6,308,000 -5,436
   CWM LLC 375 - 2024-03-31 154,341 $6,283,000 -776
   Erickson Financial Group LLC 9 - 2024-03-31 148,181 $6,032,000 -6,608
   COWA LLC 11 - 2024-03-31 127,151 $5,176,000 -183,169
   Feltz Wealth PLAN Inc. 66 - 2024-03-31 116,194 $4,730,000 -46,626
   RDA Financial Network 15 - 2024-03-31 102,614 $4,177,000 -1,722
   MML INVESTORS SERVICES LLC 753 - 2024-03-31 94,862 $3,862,000 -7,036
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 618 - 2024-03-31 94,248 $3,837,000 -6,194
   Calton & Associates Inc. 12 - 2024-03-31 92,731 $3,775,000 -713
   Rockefeller Capital Management L.P. 782 - 2024-03-31 92,633 $3,771,000 -124,192
   WEDBUSH MORGAN SECURITIES INC 122 - 2024-03-31 83,874 $3,415,000 -6,878
   Goss Wealth Management LLC 509 - 2024-03-31 82,562 $3,361,000 -11,165
   WEALTHSOURCE PARTNERS LLC 75 - 2023-12-31 83,085 $3,256,000 -311
   Advisor OS LLC 49 - 2024-03-31 77,881 $3,171,000 -2,680
   First PREMIER Bank 37 - 2024-03-31 76,911 $3,132,000 -1,914
   AE Wealth Management LLC 398 - 2024-03-31 74,201 $3,021,000 -56,081
   CAPTRUST FINANCIAL ADVISORS 688 - 2024-03-31 65,416 $2,663,000 -12,107
   WHITE PINE CAPITAL LLC 23 - 2024-03-31 66,325 $2,609,000 -935
   Sontag Advisory LLC 180 - 2024-03-31 58,090 $2,365,000 -6,123
   Sonoma Private Wealth LLC 5 - 2024-03-31 56,384 $2,295,000 -25,311
   EQIS CAPITAL MANAGEMENT, INC. 104 - 2024-03-31 54,433 $2,216,000 -5,372
   LEUCADIA NATIONAL CORP -- Notable Guru -- 330 - 2024-03-31 54,344 $2,212,000 -31,786
   U.S. Capital Wealth Advisors LLC 217 - 2024-03-31 52,329 $2,130,000 -1,544
   Balentine LLC 98 - 2024-03-31 51,592 $2,100,000 -3,997
   Baird Financial Group Inc. 937 - 2024-03-31 51,536 $2,098,000 -1,367
   Ambassador Advisors LLC 64 - 2024-03-31 50,579 $2,059,000 -817
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 1189 - 2024-03-31 49,500 $2,015,000 -8,500
   NATIONAL ASSET MANAGEMENT, INC. 352 - 2024-03-31 57,133 $2,004,000 -7,191
   Tobias Financial Advisors Inc. 40 - 2024-03-31 45,322 $1,845,000 -1,213
   Aptus Capital Advisors LLC 296 - 2024-03-31 44,946 $1,830,000 -301
   PRUDENTIAL FINANCIAL INC 1510 - 2024-03-31 44,202 $1,799,000 -5,331
   GUARDIAN WEALTH ADVISORS LLC / NC 67 - 2024-03-31 42,730 $1,740,000 -247
   Quadcap Wealth Management LLC 53 - 2024-03-31 42,679 $1,737,000 -2,394
   Wealth Advisory Solutions LLC 49 - 2024-03-31 42,557 $1,732,000 -3,020
   Gateway Wealth Partners LLC 40 - 2024-03-31 41,947 $1,708,000 -5,492
   Western Wealth Management LLC 156 - 2024-03-31 40,472 $1,648,000 -42,165
   Intrua Financial LLC 70 - 2023-03-31 45,473 $1,647,000 -1,181
   Pathstone Holdings LLC 1006 - 2024-03-31 39,949 $1,626,000 -2,496
   GTS SECURITIES LLC 396 - 2024-03-31 39,660 $1,615,000 -10,622
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2017 - 2024-03-31 39,050 $1,590,000 -22,230
   Capital Advisory Group Advisory Services LLC 43 - 2024-03-31 35,463 $1,444,000 -1,845
   Vantage Financial Partners LLC 35 - 2024-03-31 33,950 $1,382,000 -177
   Lido Advisors LLC 483 - 2024-03-31 33,276 $1,355,000 -5,140
   GREAT VALLEY ADVISOR GROUP INC. 322 - 2024-03-31 33,081 $1,347,000 -3,229
   Steward Partners Investment Advisory LLC 722 - 2024-03-31 30,082 $1,225,000 -2,376
   CAPSTONE WEALTH MANAGEMENT GROUP LLC 28 - 2024-03-31 30,017 $1,222,000 -2,381
   JUNCTURE WEALTH STRATEGIES LLC 34 - 2024-03-31 29,747 $1,211,000 -259
   BANK OF MONTREAL /CAN/ 1601 - 2024-03-31 29,151 $1,188,000 -54,980
   Householder Group Estate & Retirement Specialist L 58 - 2024-03-31 29,034 $1,182,000 -977
   EP WEALTH ADVISORS, INC. 357 - 2024-03-31 27,506 $1,120,000 -4,990
   EAGLE GLOBAL ADVISORS LLC 140 - 2024-03-31 27,084 $1,103,000 -925
   STEPHENS INC /AR/ 572 - 2024-03-31 24,679 $1,005,000 -2,548
   Stratos Wealth Partners LTD. 636 - 2024-03-31 24,420 $994,000 -8,245
   SAR WEALTH MANAGEMENT GROUP LLC 18 - 2024-03-31 23,531 $958,000 -158
   Intercontinental Wealth Advisors LLC 105 - 2023-06-30 24,961 $926,000 -273
   Kohmann Bosshard Financial Services LLC 81 - 2024-03-31 22,024 $897,000 -9,756
   Main Street Financial Solutions LLC 205 - 2024-03-31 21,525 $876,000 -8
   OneAscent Financial Services LLC 137 - 2024-03-31 20,824 $848,000 -15,533
   EWG Elevate Inc. 69 - 2024-03-31 20,576 $838,000 -17,273
   Berkshire Bank 75 - 2024-03-31 20,596 $838,000 -13,508
   Foundations Investment Advisors LLC 364 - 2024-03-31 19,401 $790,000 -2,089
   Kingsview Wealth Management LLC 562 - 2024-03-31 19,043 $775,000 -981
   Invera Wealth Advisors LLC 42 - 2024-03-31 19,980 $768,000 -445
   YOUNGS ADVISORY GROUP INC. 19 - 2024-03-31 17,910 $729,000 -855
   Integrated Advisors Network LLC 367 - 2024-03-31 17,718 $721,000 -104
   Resources Investment Advisors Inc. 612 - 2024-03-31 17,566 $715,000 -1,418
   MISSION WEALTH MANAGEMENT LLC 345 - 2024-03-31 17,183 $700,000 -61
   Detalus Advisors LLC 64 - 2024-03-31 16,190 $659,000 -126
   Financial Insights Inc. 93 - 2024-03-31 14,925 $608,000 -225
   L.M. KOHN & COMPANY 127 - 2024-03-31 14,841 $604,000 -2,092
   Lindbrook Capital LLC 196 - 2024-03-31 14,062 $572,000 -1,050
   Andesa Financial Management Inc. 82 - 2022-12-31 14,100 $558,000 -14,100
   Raab & Moskowitz Asset Management LLC 114 - 2024-03-31 13,504 $550,000 -201
   PARK AVENUE SECURITIES LLC 946 - 2024-03-31 12,196 $496,000 -131,001
   OARSMAN CAPITAL, INC. 135 - 2024-03-31 11,057 $450,000 -5,333
   Sovereign Financial Group Inc. 165 - 2024-03-31 11,020 $449,000 -1,288
   Traynor Capital Management Inc. 138 - 2024-03-31 11,027 $449,000 -342
   Continuum Advisory LLC 247 - 2024-03-31 10,900 $444,000 -2,137

  100 Records found
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