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

$42.95

+0.56 (+1.32%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Headlines Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 42
Total Institutional Inflows (last 12 months): $87.71M

Number of Institutional Sellers (last 12 months): 31
Total Institutional Outflows (last 12 months): $156.52M

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SPYD Institutional Buying and Selling by Quarter

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SPDR Portfolio S&P 500 High Dividend ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	First Command Advisory Services Inc.	1,381,784	$55.59M	0.6%	-9.3%	0.812%
7/24/2024	Family Firm Inc.	4,291	$173K	0.0%	N/A	0.003%
7/23/2024	Crescent Grove Advisors LLC	134,798	$5.42M	0.6%	-0.8%	0.079%
7/20/2024	Continuum Advisory LLC	9,996	$402K	0.1%	-8.3%	0.006%
7/17/2024	First PREMIER Bank	76,292	$3.07M	0.8%	-0.8%	0.045%
5/17/2024	Comerica Bank	10,228	$416K	0.0%	-29.3%	0.006%
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5/15/2024	Flow Traders U.S. LLC	79,082	$3.22M	0.2%	+35.0%	0.046%
5/13/2024	Financial Gravity Asset Management Inc.	253,189	$10.31M	2.6%	-91.0%	0.149%
5/3/2024	Whittier Trust Co.	1,842	$75K	0.0%	+1,723.8%	0.001%
5/2/2024	First Command Advisory Services Inc.	1,523,825	$62.03M	0.6%	-9.5%	0.896%
5/1/2024	Janney Montgomery Scott LLC	140,110	$5.70M	0.0%	+18.0%	0.082%
4/30/2024	SWS Partners	195,291	$7.95M	2.4%	-0.2%	0.114%
4/29/2024	Crescent Grove Advisors LLC	135,883	$5.53M	0.6%	+0.8%	0.080%
4/25/2024	Lindbrook Capital LLC	14,062	$572K	0.1%	-6.9%	0.008%
4/25/2024	L.M. Kohn & Company	14,841	$604K	0.2%	-12.4%	0.009%
4/25/2024	Valeo Financial Advisors LLC	21,958	$875K	0.0%	+1.8%	0.013%
4/23/2024	Strategic Blueprint LLC	5,992	$244K	0.0%	N/A	0.004%
4/22/2024	Invera Wealth Advisors LLC	19,980	$768K	0.6%	-2.2%	0.012%
4/17/2024	Dumont & Blake Investment Advisors LLC	36,268	$1.48M	0.4%	+30.6%	0.021%
4/16/2024	Tsfg LLC	2,000	$81K	0.0%	N/A	0.001%
4/15/2024	Future Financial Wealth Managment LLC	1,480	$60K	0.0%	N/A	0.001%
4/12/2024	First PREMIER Bank	76,911	$3.13M	0.8%	-2.4%	0.043%
4/12/2024	Westend Capital Management LLC	1,277	$52K	0.0%	N/A	0.001%
4/11/2024	City Holding Co.	2,552	$104K	0.0%	-9.9%	0.001%
4/2/2024	Heartwood Wealth Advisors LLC	106,619	$4.34M	0.5%	+33.1%	0.060%
4/2/2024	M&R Capital Management Inc.	4,066	$166K	0.0%	-19.7%	0.002%
3/8/2024	ICA Group Wealth Management LLC	1,567	$61K	0.0%	N/A	0.001%
2/14/2024	Connectus Wealth LLC	284,162	$11.14M	0.2%	-5.7%	0.160%
2/14/2024	Vermillion & White Wealth Management Group LLC	4,221	$165K	0.2%	N/A	0.002%
2/13/2024	CIBC Private Wealth Group LLC	13,255	$519K	0.0%	+25.2%	0.007%
2/13/2024	SWS Partners	195,601	$7.67M	2.5%	+1.4%	0.110%
2/12/2024	Parallel Advisors LLC	1,477	$58K	0.0%	-73.0%	0.001%
2/9/2024	Tidemark LLC	14,701	$576K	0.4%	N/A	0.008%
2/9/2024	L.M. Kohn & Company	16,933	$664K	0.2%	+27.4%	0.010%
2/8/2024	Janney Montgomery Scott LLC	118,755	$4.65M	0.0%	-13.3%	0.067%
2/7/2024	NBC Securities Inc.	715	$28K	0.0%	-71.5%	0.000%
2/6/2024	Eldridge Investment Advisors Inc.	15,322	$600K	0.2%	+2.5%	0.009%
2/5/2024	Cary Street Partners Investment Advisory LLC	6,667	$280K	0.1%	-8.2%	0.004%
2/5/2024	Altrius Capital Management Inc	10,925	$428K	0.1%	-3.4%	0.006%
2/5/2024	Vantage Financial Partners LLC	34,127	$1.34M	0.4%	N/A	0.019%
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2/5/2024	White Pine Capital LLC	67,260	$2.64M	1.0%	-4.6%	0.038%
2/2/2024	BIP Wealth LLC	215,340	$8.44M	0.7%	-18.1%	0.122%
2/1/2024	First Command Advisory Services Inc.	1,683,909	$65.99M	0.8%	-1.7%	0.951%
2/1/2024	Lindbrook Capital LLC	15,112	$592K	0.1%	-4.2%	0.009%
1/30/2024	SVB Wealth LLC	13,881	$544K	0.0%	N/A	0.008%
1/30/2024	Crescent Grove Advisors LLC	134,823	$5.28M	0.6%	+6.5%	0.076%
1/29/2024	Graypoint LLC	5,214	$204K	0.0%	N/A	0.003%
1/29/2024	ORG Partners LLC	7,450	$292K	0.0%	+3,111.2%	0.004%
1/29/2024	Tennessee Valley Asset Management Partners	5,416	$212K	0.1%	N/A	0.003%
1/24/2024	Private Trust Co. NA	4,591	$180K	0.0%	-46.0%	0.003%
1/23/2024	Dumont & Blake Investment Advisors LLC	27,769	$1.09M	0.3%	+34.7%	0.016%
1/23/2024	Householder Group Estate & Retirement Specialist LLC	30,011	$1.18M	0.4%	-1.4%	0.017%
1/17/2024	IFG Advisory LLC	43,831	$1.72M	0.1%	+6.1%	0.025%
1/17/2024	Reitz Capital Advisors LLC	20,488	$803K	1.4%	+18.9%	0.012%
1/17/2024	Heartwood Wealth Advisors LLC	80,133	$3.14M	0.4%	-88.2%	0.045%
1/17/2024	First PREMIER Bank	78,825	$3.09M	0.9%	-12.9%	0.045%
1/10/2024	North Star Investment Management Corp.	2,345	$92K	0.0%	-29.7%	0.001%
1/2/2024	Anchor Investment Management LLC	1,500	$59K	0.0%	N/A	0.001%
11/13/2023	Cary Street Partners Investment Advisory LLC	7,262	$255K	0.0%	+4.8%	0.004%
11/9/2023	White Pine Capital LLC	70,481	$2.47M	1.0%	-1.7%	0.040%
11/9/2023	SWS Partners	192,846	$6.76M	2.5%	+3.1%	0.109%
11/9/2023	Curran Financial Partners LLC	340,940	$11.96M	5.2%	+5.8%	0.193%
11/9/2023	BIP Wealth LLC	262,915	$9.22M	0.8%	-26.9%	0.148%
11/8/2023	Janney Montgomery Scott LLC	136,920	$4.80M	0.0%	+6.0%	0.077%
11/8/2023	First Command Advisory Services Inc.	1,713,777	$60.10M	0.8%	+30,762.2%	0.968%
11/6/2023	L.M. Kohn & Company	13,292	$466K	0.2%	-8.1%	0.008%
11/6/2023	Eldridge Investment Advisors Inc.	14,951	$524K	0.2%	+60.3%	0.008%
11/4/2023	NBC Securities Inc.	2,513	$88K	0.0%	N/A	0.001%
11/2/2023	FDx Advisors Inc.	86,499	$3.03M	0.3%	-4.8%	0.049%
10/30/2023	Altrius Capital Management Inc	11,312	$397K	0.1%	-9.8%	0.006%
10/30/2023	Dumont & Blake Investment Advisors LLC	20,614	$723K	0.2%	+14.3%	0.012%
10/27/2023	Oarsman Capital Inc.	20,165	$707K	0.3%	+2.4%	0.011%
10/25/2023	Crescent Grove Advisors LLC	126,562	$4.44M	0.6%	-0.7%	0.071%
10/25/2023	Lindbrook Capital LLC	15,772	$553K	0.1%	-23.5%	0.009%
10/25/2023	Vantage Investment Partners LLC	8,617	$302K	0.0%	+26.4%	0.005%
10/24/2023	Bank of New York Mellon Corp	381,835	$13.39M	0.0%	N/A	0.216%
10/20/2023	Security National Bank	9,759	$341K	0.1%	+27.0%	0.006%
10/20/2023	Valeo Financial Advisors LLC	21,565	$756K	0.0%	+1.9%	0.012%
10/17/2023	Heartwood Wealth Advisors LLC	677,656	$23.77M	3.5%	+3.3%	0.383%
10/16/2023	First PREMIER Bank	90,502	$3.17M	1.0%	-11.4%	0.051%
10/16/2023	Reitz Capital Advisors LLC	17,229	$596K	1.1%	N/A	0.010%
10/13/2023	Harbor Investment Advisory LLC	2,109	$74K	0.0%	+49.7%	0.001%
10/10/2023	Householder Group Estate & Retirement Specialist LLC	30,439	$1.07M	0.4%	N/A	0.017%
9/12/2023	Farther Finance Advisors LLC	4,101	$152K	0.0%	N/A	0.002%
8/11/2023	Baird Financial Group Inc.	104,888	$3.89M	0.0%	-7.9%	0.059%
8/10/2023	Altrius Capital Management Inc	12,542	$465K	0.1%	-8.4%	0.007%
8/10/2023	Oarsman Capital Inc.	19,689	$730K	0.3%	-15.2%	0.011%
8/9/2023	BNP Paribas Arbitrage SNC	38,191	$1.42M	0.0%	N/A	0.022%
8/8/2023	Rollins Financial	6,740	$250K	0.1%	-85.2%	0.004%
8/4/2023	Parallel Advisors LLC	7,647	$284K	0.0%	-42.2%	0.004%
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8/3/2023	Eldridge Investment Advisors Inc.	9,325	$346K	0.1%	-87.1%	0.005%
7/31/2023	WealthPLAN Partners LLC	73,784	$2.74M	0.4%	+1.7%	0.042%
7/31/2023	NEIRG Wealth Management LLC	336,655	$12.48M	2.3%	-8.8%	0.190%
7/31/2023	Lindbrook Capital LLC	20,627	$765K	0.1%	-9.8%	0.012%
7/31/2023	Bogart Wealth LLC	13,369	$496K	0.0%	-3.1%	0.008%
7/28/2023	Private Trust Co. NA	8,494	$315K	0.0%	+22.6%	0.005%
7/27/2023	BIP Wealth LLC	359,808	$13.34M	1.1%	+0.7%	0.203%
7/26/2023	Janney Montgomery Scott LLC	129,152	$4.79M	0.0%	+15.9%	0.073%
7/24/2023	Vantage Investment Partners LLC	6,817	$253K	0.0%	-15.7%	0.004%
7/21/2023	IFG Advisory LLC	41,568	$1.54M	0.1%	+2.2%	0.023%

(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, 106 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. ($55.59M), 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 89 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 Bank ($2.64M), Parker Investment Management LLC ($2.41M), First Command Advisory Services Inc. ($2.24M), 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 9,889,988 shares in the last 24 months. This purchase volume represents approximately $367.84M in transactions.

Which SPDR Portfolio S&P 500 High Dividend ETF major shareholders have been selling company stock?: Of the 51 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. ($29.07M), 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 33,813,196 shares in the last 24 months. This volume of shares sold represents approximately $1.31B in transactions.