Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Spdr S&p 500 High Dividend Etf (SPYD)  
$41.40 0.25 (0.61%) as of 4:30 Wed 5/15


Download
     
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  : 
5.48 (15.26%)  




 
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
86,130
 0.13%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   PRUDENTIAL CORP PLC 2 - 2023-12-31 21,268,633 $833,518,000 4,635,075
   MEIJI YASUDA LIFE INSURANCE CO 2 - 2023-12-31 10,592,146 $415,106,000 928,298
   Financial Gravity Wealth Inc. 9 - 2023-12-31 2,825,639 $149,032,000 0
   BANK OF AMERICA CORP /DE/ 730 - 2023-12-31 3,306,846 $129,595,000 -577,389
   LPL FINANCIAL CORP 267 - 2024-03-31 2,954,276 $120,269,000 265,408
   AMERIPRISE FINANCIAL INC 531 - 2023-12-31 2,460,028 $96,396,000 1,890,041
   Auto-Owners Insurance Co 12 - 2024-03-31 2,050,000 $83,532,000 0
   MORGAN STANLEY 1327 - 2023-12-31 2,021,368 $79,217,000 -611,089
   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
   UBS Group AG 781 - 2023-12-31 998,324 $39,124,000 192,627
   WELLS FARGO & CO/MN 889 - 2024-03-31 783,005 $31,876,000 215,907
   Vestmark Advisory Solutions Inc. 9 - 2023-12-31 729,573 $28,592,000 -39,617
   HANSON MCCLAIN, INC. 52 - 2024-03-31 682,226 $27,773,000 391
   ROYAL BANK OF CANADA 1049 - 2023-12-31 597,786 $23,427,000 -664,153
   COMMONWEALTH EQUITY SERVICES LLC. 518 - 2024-03-31 452,671 $18,428,000 36,105
   GOLDMAN SACHS GROUP INC/ 1672 - 2023-12-31 435,713 $17,076,000 13,730
   STRATEGIC POINT INVESTMENT ADVISORS LLC 13 - 2023-12-31 395,094 $15,484,000 163
   Curran Financial Partners LLC 3 - 2024-03-31 371,282 $15,115,000 10,333
   Advisor Group Holdings Inc. 519 - 2024-03-31 361,928 $14,734,000 17,502
   ALLIANCEBERNSTEIN L.P. 976 - 2023-12-31 370,145 $14,506,000 -2,577
   PFS INVESTMENTS INC. 108 - 2023-06-30 388,840 $14,418,000 -4,402
   ENVESTNET ASSET MANAGEMENT INC 1281 - 2023-12-31 332,136 $13,016,000 -77,755
   Barry Investment Advisors LLC 5 - 2024-03-31 302,755 $12,325,000 16,071
   Hapanowicz & Associates Financial Services Inc 6 - 2024-03-31 299,833 $12,206,000 5,982
   Connectus Wealth LLC 98 - 2023-12-31 284,162 $11,136,000 -17,142
   J P MORGAN CHASE & CO 2037 - 2024-03-31 252,828 $10,293,000 -14,705
   CITADEL ADVISORS LLC 1186 - 2023-12-31 245,828 $9,634,000 245,828
   Rockefeller Capital Management L.P. 503 - 2023-12-31 216,825 $8,497,000 -37,113
   FIRST HAWAIIAN BANK 45 - 2024-03-31 206,036 $8,388,000 -8,275
   CITIGROUP INC 956 - 2024-03-31 203,474 $8,286,000 187,800
   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
   Wealthfront Advisers LLC 186 - 2024-03-31 186,171 $7,579,000 17,760
   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
   GUNMA BANK,LTD. 17 - 2024-03-31 175,000 $7,124,000 100,000
   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
   BB&T CORP 781 - 2023-12-31 159,608 $6,255,000 -2,377
   Erickson Financial Group LLC 9 - 2024-03-31 148,181 $6,032,000 -6,608
   Systematic Alpha Investments LLC 58 - 2023-12-31 147,601 $5,784,000 0
   JANNEY MONTGOMERY SCOTT LLC 715 - 2024-03-31 140,110 $5,704,000 21,355
   INTL FCSTONE INC. 34 - 2024-03-31 137,053 $5,579,000 25,785
   Crescent Grove Advisors LLC 35 - 2024-03-31 135,883 $5,532,000 1,060
   GeoWealth Management LLC 56 - 2023-12-31 138,337 $5,421,000 138,337
   CI Private Wealth LLC 688 - 2024-03-31 136,007 $5,413,000 100,600
   Private Advisor Group LLC 442 - 2024-03-31 128,923 $5,248,000 1,767
   COWA LLC 11 - 2024-03-31 127,151 $5,176,000 -183,169
   AE Wealth Management LLC 576 - 2023-12-31 130,282 $5,089,000 92,508
   RMB CAPITAL MANAGEMENT LLC 157 - 2023-12-31 127,750 $5,007,000 0
   STIFEL FINANCIAL CORP 1118 - 2023-12-31 121,718 $4,770,000 4,766
   Feltz Wealth PLAN Inc. 66 - 2024-03-31 116,194 $4,730,000 -46,626
   Heartwood Wealth Advisors LLC 30 - 2024-03-31 106,619 $4,340,000 26,486
   RDA Financial Network 15 - 2024-03-31 102,614 $4,177,000 -1,722
   MML INVESTORS SERVICES LLC 700 - 2023-12-31 101,898 $3,993,000 -28,477
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 594 - 2023-12-31 100,442 $3,936,000 8,655
   PROSPERA FINANCIAL SERVICES 177 - 2023-12-31 100,389 $3,934,000 58,885
   Calton & Associates Inc. 12 - 2024-03-31 92,731 $3,775,000 -713
   Venture Visionary Partners LLC 120 - 2023-12-31 93,735 $3,673,000 18,516
   Goss Wealth Management LLC 436 - 2023-12-31 93,727 $3,664,000 -314
   WEDBUSH MORGAN SECURITIES INC 97 - 2023-12-31 90,752 $3,557,000 -8,658
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 483 - 2024-03-31 86,285 $3,513,000 8,394
   Garrett Investment Advisors LLC 50 - 2024-03-31 85,149 $3,466,000 1,299
   LEUCADIA NATIONAL CORP -- Notable Guru -- 289 - 2023-12-31 86,130 $3,375,000 -24,779
   BANK OF MONTREAL /CAN/ 1165 - 2023-12-31 84,131 $3,320,000 6,436
   MARINER WEALTH ADVISORS, LLC 839 - 2023-12-31 84,496 $3,311,000 -24,068
   WEALTHSOURCE PARTNERS LLC 75 - 2023-12-31 83,085 $3,256,000 -311
   QUANTITATIVE ADVANTAGE LLC 50 - 2023-03-31 84,171 $3,198,000 19,709
   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
   FLAGSHIP HARBOR ADVISORS LLC 112 - 2024-03-31 76,149 $3,100,000 57,651
   Farrow Financial Inc. 12 - 2024-03-31 76,069 $3,097,000 7,554
   FINANCIAL NETWORK 782 - 2023-12-31 78,890 $3,092,000 -12,184
   Asset Management Resources LLC - 2023-12-31 78,722 $3,085,000 10,804
   Global Strategic Investment Solutions LLC 42 - 2024-03-31 75,744 $3,084,000 24
   NorthCrest Asset Manangement LLC 169 *New 2024-03-31 74,873 $3,048,000 74,873
   CAPTRUST FINANCIAL ADVISORS 736 - 2023-12-31 77,523 $3,038,000 -13,677
   DAIWA SECURITIES GROUP INC. 441 - 2024-03-31 71,400 $2,907,000 0
   HIGHTOWER ADVISORS, LLC 1238 - 2024-03-31 69,329 $2,816,000 5,650
   WHITE PINE CAPITAL LLC 19 - 2023-12-31 67,260 $2,636,000 -3,221
   Cetera Investment Advisers 681 - 2023-12-31 66,778 $2,617,000 -13,770
   Geneos Wealth Management Inc. 209 - 2024-03-31 63,107 $2,569,000 253
   NATIONAL ASSET MANAGEMENT, INC. 293 - 2023-12-31 64,324 $2,521,000 7,191
   CREATIVE PLANNING 822 - 2023-12-31 62,834 $2,462,000 -9,449
   Sontag Advisory LLC 180 - 2024-03-31 58,090 $2,365,000 -6,123
   EQIS CAPITAL MANAGEMENT, INC. 93 - 2023-12-31 59,805 $2,344,000 -7,365
   Castleview Partners LLC 11 - 2024-03-31 56,442 $2,298,000 41,763
   FLOW TRADERS U.S. LLC 190 - 2023-12-31 58,569 $2,295,000 45,979
   Sonoma Private Wealth LLC 5 - 2024-03-31 56,384 $2,295,000 -25,311
   Balentine LLC 95 - 2023-12-31 55,589 $2,179,000 49,706
   U.S. Capital Wealth Advisors LLC 217 - 2024-03-31 52,329 $2,130,000 -1,544
   Baird Financial Group Inc. 923 - 2023-12-31 52,903 $2,073,000 -5,674
   JANE STREET GROUP LLC 2377 - 2023-12-31 52,708 $2,066,000 35,911
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 1189 - 2024-03-31 49,500 $2,015,000 -8,500
   WCG Wealth Advisors LLC 139 - 2023-12-31 50,643 $1,985,000 168
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us