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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  
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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/ 730 - 2023-12-31 3,306,846 $129,595,000 -577,389
   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
   Vestmark Advisory Solutions Inc. 9 - 2023-12-31 729,573 $28,592,000 -39,617
   ROYAL BANK OF CANADA 1049 - 2023-12-31 597,786 $23,427,000 -664,153
   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
   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
   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
   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
   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
   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 700 - 2023-12-31 101,898 $3,993,000 -28,477
   Calton & Associates Inc. 12 - 2024-03-31 92,731 $3,775,000 -713
   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
   LEUCADIA NATIONAL CORP -- Notable Guru -- 289 - 2023-12-31 86,130 $3,375,000 -24,779
   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
   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
   FINANCIAL NETWORK 782 - 2023-12-31 78,890 $3,092,000 -12,184
   CAPTRUST FINANCIAL ADVISORS 736 - 2023-12-31 77,523 $3,038,000 -13,677
   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
   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
   Sonoma Private Wealth LLC 5 - 2024-03-31 56,384 $2,295,000 -25,311
   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
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 1189 - 2024-03-31 49,500 $2,015,000 -8,500
   GTS SECURITIES LLC 396 - 2023-12-31 50,282 $1,971,000 -48,218
   Ambassador Advisors LLC 60 - 2023-12-31 51,396 $1,948,000 -13,739
   Gateway Wealth Partners LLC 34 - 2023-12-31 47,439 $1,859,000 -34,695
   Tobias Financial Advisors Inc. 40 - 2024-03-31 45,322 $1,845,000 -1,213
   Aptus Capital Advisors LLC 229 - 2023-12-31 45,247 $1,773,000 -871
   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
   Qube Research & Technologies Ltd 1364 - 2023-12-31 44,064 $1,727,000 -109
   GUARDIAN WEALTH ADVISORS LLC / NC 58 - 2023-12-31 42,977 $1,684,000 -871
   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
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2017 - 2024-03-31 39,050 $1,590,000 -22,230
   Lido Advisors LLC 433 - 2023-12-31 38,416 $1,506,000 -28,444
   Capital Advisory Group Advisory Services LLC 43 - 2024-03-31 35,463 $1,444,000 -1,845
   Bank Julius Baer & Co. Ltd Zurich 220 - 2023-12-31 36,820 $1,443,000 -452
   Vantage Financial Partners LLC 35 - 2024-03-31 33,950 $1,382,000 -177
   Equitable Holdings Inc. 506 - 2023-12-31 34,603 $1,356,000 -28,890
   GREAT VALLEY ADVISOR GROUP INC. 322 - 2024-03-31 33,081 $1,347,000 -3,229
   Steward Partners Investment Advisory LLC 649 - 2023-12-31 32,458 $1,272,000 -2,389
   Independent Wealth Network Inc. 9 - 2024-03-31 30,849 $1,256,000 -48,313
   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
   Householder Group Estate & Retirement Specialist L 58 - 2024-03-31 29,034 $1,182,000 -977
   Atria Wealth Solutions Inc. 801 - 2023-12-31 28,909 $1,133,000 -23,259
   STEPHENS INC /AR/ 523 - 2023-12-31 27,227 $1,067,000 -622
   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
   THRIVENT FINANCIAL FOR LUTHERANS 1830 - 2023-12-31 23,207 $909,000 -1,686
   Kestra Advisory Services LLC 1175 - 2023-12-31 22,924 $898,000 -18,869
   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
   MERCER GLOBAL ADVISORS INC /ADV 1081 - 2023-12-31 19,899 $780,000 -413
   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
   MULTIFINANCIAL SECURITIES CORP 920 - 2023-12-31 18,539 $727,000 -6,128
   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
   HANCOCK HOLDING CO 377 - 2023-12-31 17,677 $693,000 -2,247
   Detalus Advisors LLC 64 - 2024-03-31 16,190 $659,000 -126
   OARSMAN CAPITAL, INC. 107 - 2023-12-31 16,390 $642,000 -3,775
   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
   Visionary Wealth Advisors 292 - 2023-12-31 14,565 $571,000 -6,090
   COMERICA BANK 1807 - 2023-12-31 14,471 $567,000 -309,817
   Andesa Financial Management Inc. 82 - 2022-12-31 14,100 $558,000 -14,100
  100 Records found
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