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

$41.36
-0.04 (-0.10%)
(As of 05/16/2024 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)
$92.25M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$182.40M
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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
5/15/2024 Flow Traders U.S. LLC79,082$3.22M0.2%+35.0%0.046%
5/13/2024 Financial 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%
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%
4/22/2024Invera 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%
3/8/2024 ICA Group Wealth Management LLC1,567$61K0.0%N/A0.001%
2/14/2024 Connectus 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%
1/30/2024 SVB Wealth LLC13,881$544K0.0%N/A0.008%
1/30/2024 Crescent Grove Advisors LLC134,823$5.28M0.6%+6.5%0.076%
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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%
1/23/2024 Householder 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%
1/17/2024 Reitz 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%
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%
10/30/2023 Altrius Capital Management Inc11,312$397K0.1%-9.8%0.006%
10/30/2023 Dumont & Blake Investment Advisors LLC20,614$723K0.2%+14.3%0.012%
10/27/2023 Oarsman Capital Inc.20,165$707K0.3%+2.4%0.011%
10/25/2023 Crescent Grove Advisors LLC126,562$4.44M0.6%-0.7%0.071%
10/25/2023 Lindbrook Capital LLC15,772$553K0.1%-23.5%0.009%
10/25/2023 Vantage Investment Partners LLC8,617$302K0.0%+26.4%0.005%
10/24/2023 Bank of New York Mellon Corp381,835$13.39M0.0%N/A0.216%
10/20/2023 Security National Bank9,759$341K0.1%+27.0%0.006%
10/20/2023 Valeo Financial Advisors LLC21,565$756K0.0%+1.9%0.012%
10/17/2023 Heartwood Wealth Advisors LLC677,656$23.77M3.5%+3.3%0.383%
10/16/2023 First PREMIER Bank90,502$3.17M1.0%-11.4%0.051%
10/16/2023 Reitz Capital Advisors LLC17,229$596K1.1%N/A0.010%
10/13/2023 Harbor Investment Advisory LLC2,109$74K0.0%+49.7%0.001%
10/10/2023 Householder Group Estate & Retirement Specialist LLC30,439$1.07M0.4%N/A0.017%
9/12/2023Farther Finance Advisors LLC4,101$152K0.0%N/A0.002%
8/11/2023 Baird Financial Group Inc.104,888$3.89M0.0%-7.9%0.059%
8/10/2023 Altrius Capital Management Inc12,542$465K0.1%-8.4%0.007%
8/10/2023 Oarsman Capital Inc.19,689$730K0.3%-15.2%0.011%
8/9/2023 BNP Paribas Arbitrage SNC38,191$1.42M0.0%N/A0.022%
8/8/2023Rollins Financial6,740$250K0.1%-85.2%0.004%
8/4/2023 Parallel Advisors LLC7,647$284K0.0%-42.2%0.004%
8/3/2023 Eldridge Investment Advisors Inc.9,325$346K0.1%-87.1%0.005%
7/31/2023 WealthPLAN Partners LLC73,784$2.74M0.4%+1.7%0.042%
7/31/2023NEIRG Wealth Management LLC336,655$12.48M2.3%-8.8%0.190%
7/31/2023 Lindbrook Capital LLC20,627$765K0.1%-9.8%0.012%
7/31/2023 Bogart Wealth LLC13,369$496K0.0%-3.1%0.008%
7/28/2023 Private Trust Co. NA8,494$315K0.0%+22.6%0.005%
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7/27/2023 BIP Wealth LLC359,808$13.34M1.1%+0.7%0.203%
7/26/2023 Janney Montgomery Scott LLC129,152$4.79M0.0%+15.9%0.073%
7/24/2023 Vantage Investment Partners LLC6,817$253K0.0%-15.7%0.004%
7/21/2023 IFG Advisory LLC41,568$1.54M0.1%+2.2%0.023%
7/21/2023First Command Bank1,773,615$65.77M6.2%-16.0%1.000%
7/21/2023 First Command Advisory Services Inc.5,553$206K0.0%-98.9%0.003%
7/21/2023 PSI Advisors LLC2,600$96K0.0%-74.7%0.001%
7/19/2023 Heartwood Wealth Advisors LLC655,958$24.32M3.5%+1.3%0.370%
7/18/2023 Security National Bank7,685$285K0.1%+17.6%0.004%
7/17/2023 FDx Advisors Inc.90,814$3.37M0.2%-5.0%0.051%
(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, 105 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. ($62.03M), 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 92 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: First Command Advisory Services Inc. ($30.45M), First Command Bank ($4.93M), Parker Investment Management LLC ($2.41M), Bank of New York Mellon Corp ($381.84K), BIP Wealth LLC ($359.81K), NEIRG Wealth Management LLC ($266.91K), and SWS Partners ($204.72K).

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

Institutional investors have bought a total of 40,483,828 shares in the last 24 months. This purchase volume represents approximately $1.59B 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. ($28.93M), 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 33,682,538 shares in the last 24 months. This volume of shares sold represents approximately $1.30B in transactions.


This page (NYSEARCA:SPYD) was last updated on 5/17/2024 by MarketBeat.com Staff

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