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Get Institutions for : 
Spdr S&p 500 High Dividend Etf (SPYD)  
$41.40 0.25 (0.61%) as of 4:30 Wed 5/15


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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  : 
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
   Financial Gravity Wealth Inc. 9 - 2023-12-31 2,825,639 $149,032,000 0
   Auto-Owners Insurance Co 12 - 2024-03-31 2,050,000 $83,532,000 0
   Systematic Alpha Investments LLC 58 - 2023-12-31 147,601 $5,784,000 0
   RMB CAPITAL MANAGEMENT LLC 157 - 2023-12-31 127,750 $5,007,000 0
   DAIWA SECURITIES GROUP INC. 441 - 2024-03-31 71,400 $2,907,000 0
   YALE CAPITAL CORP 194 - 2024-03-31 42,575 $1,733,000 0
   PROATHLETE WEALTH MANAGEMENT LLC 16 - 2024-03-31 40,384 $1,644,000 0
   MBL Wealth LLC 86 - 2024-03-31 24,500 $997,000 0
   HBW Advisory Services LLC 130 - 2024-03-31 25,135 $985,000 0
   STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 112 - 2023-12-31 25,000 $980,000 0
   Concurrent Investment Advisors LLC 409 - 2024-03-31 20,555 $837,000 0
   Walkner Condon Financial Advisors LLC 125 - 2024-03-31 16,318 $664,000 0
   CITIZENS FINANCIAL GROUP INC/RI 258 - 2024-03-31 16,550 $649,000 0
   Atlantic Trust Group LLC 822 - 2024-03-31 13,255 $534,000 0
   New Republic Capital LLC 76 - 2024-03-31 11,734 $478,000 0
   HOWARD FINANCIAL SERVICES LTD. 97 - 2024-03-31 10,702 $436,000 0
   Security National Bank 88 - 2024-03-31 9,759 $397,000 0
   NorthRock Partners LLC 252 - 2024-03-31 9,395 $382,000 0
   VANTAGE INVESTMENT PARTNERS, LLC 57 - 2024-03-31 8,720 $355,000 0
   EVERCORE WEALTH MANAGEMENT, LLC 316 - 2023-12-31 8,818 $346,000 0
   Wealth Alliance Advisory Group LLC 134 - 2024-03-31 8,344 $340,000 0
   Moloney Securities Asset Management LLC 338 - 2024-03-31 7,542 $307,000 0
   Navis Wealth Advisors LLC 65 - 2024-03-31 7,500 $305,000 0
   Leo Wealth LLC 269 - 2024-03-31 7,107 $286,000 0
   PUNCH & ASSOCIATES INVESTMENT MANAGEMENT INC 191 - 2023-12-31 7,143 $280,000 0
   Sandbox Financial Partners LLC 82 - 2024-03-31 6,747 $275,000 0
   Mach-1 Financial Group Inc. 52 - 2024-03-31 6,248 $254,000 0
   Lee Financial CORP 125 - 2023-12-31 6,341 $249,000 0
   PRUDENT INVESTORS NETWORK 34 - 2023-09-30 6,445 $226,000 0
   Actinver Wealth Management Inc. 88 - 2024-03-31 5,398 $220,000 0
   Carnick & Kubik Group LLC 211 - 2024-03-31 5,381 $219,000 0
   ACAS LLC 77 - 2024-03-31 5,215 $212,000 0
   JNB Advisors LLC 436 - 2024-03-31 5,214 $212,000 0
   Jackson Hole Capital Partners LLC 198 - 2024-03-31 3,460 $141,000 0
   ATLAS CAPITAL ADVISORS LLC 411 - 2024-03-31 3,207 $131,000 0
   TOMPKINS FINANCIAL CORP 265 - 2024-03-31 2,700 $110,000 0
   PSI Advisors LLC 172 - 2024-03-31 2,600 $106,000 0
   NORTH STAR INVESTMENT MANAGEMENT CORP. 514 - 2024-03-31 2,345 $95,000 0
   HARBOR INVESTMENT ADVISORY LLC 467 - 2024-03-31 2,209 $90,000 0
   Anchor Investment Management LLC 499 - 2023-12-31 1,500 $59,000 0
   NATIONAL BANK OF CANADA /FI/ 1560 - 2023-12-31 1,435 $57,000 0
   Atlantic Trust LLC 235 - 2024-03-31 1,337 $54,000 0
   BALDWIN BROTHERS INC/MA 360 - 2024-03-31 1,288 $52,000 0
   TRUST CO OF VERMONT 495 - 2024-03-31 1,160 $47,000 0
   New England Capital Financial Advisors LLC 125 - 2024-03-31 931 $38,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 552 - 2022-12-31 683 $27,000 0
   GLENMEDE TRUST CO NA 1248 - 2023-12-31 644 $25,000 0
   HAZLETT BURT & WATSON INC. 407 - 2024-03-31 614 $25,000 0
   SALEM INVESTMENT COUNSELORS INC 682 - 2024-03-31 600 $24,000 0
   PROEQUITIES INC. 1495 - 2024-03-31 508 $21,000 0
   CVA Family Office LLC 649 - 2024-03-31 463 $19,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 1012 - 2024-03-31 425 $17,000 0
   HOEY INVESTMENTS INC 175 - 2024-03-31 400 $16,000 0
   Ameliora Wealth Management Ltd. 169 - 2024-03-31 350 $14,000 0
   ARCADIA INVESTMENT MANAGEMENT CORP/MI 265 - 2024-03-31 300 $12,000 0
   Impact Partnership Wealth LLC 487 - 2023-12-31 276 $11,000 0
   SOA Wealth Advisors LLC. 542 - 2024-03-31 250 $10,000 0
   HHM Wealth Advisors LLC 525 - 2023-12-31 220 $9,000 0
   Front Row Advisors LLC 338 - 2023-12-31 236 $9,000 0
   Cape Investment Advisory Inc. 699 - 2023-12-31 241 $9,000 0
   Key Financial Inc 793 - 2024-03-31 200 $8,000 0
   Signature Resources Capital Management LLC 213 - 2024-03-31 195 $8,000 0
   AdvisorNet Financial Inc 1408 - 2024-03-31 155 $6,000 0
   EverSource Wealth Advisors LLC 1960 - 2023-12-31 100 $4,000 0
   Financial Avengers Inc. 153 - 2023-12-31 40 $2,000 0
   VALLEY NATIONAL ADVISERS INC 1032 - 2024-03-31 30 $1,000 0
   INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC 619 - 2024-03-31 31 $1,000 0
   Crewe Advisors LLC 314 - 2023-12-31 19 $1,000 0
   AYRSHIRE ASSOCIATES INC 548 - 2023-12-31 26 $1,000 0
   BALLAST ADVISORS LLC 178 - 2024-03-31 11 $0 0
   Naples Money Management LLC 420 - 2024-03-31 11 $0 0
  71 Records found
  1    
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