SS SPDR P S&P 500 Hi Div ETFSPYDETF

13F holders, Q1 2024 (March 31)
407holders
4famous investors
$40.69avg. 13F price*

At the end of Q1 2024, 407 institutions reported holding SS SPDR P S&P 500 Hi Div ETF (SPYD) in their 13F filings. The largest holders were Prudential PLC ($874.2M), Meiji Yasuda Life Insurance Co ($431.2M) and Bank of America Corp. ($129.5M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
SS SPDR P S&P 500 Hi Div ETF
Filed as
SPDR SER TR (Q1 2024)
CUSIP
78468R788
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2024: 407Q1 2024Q2 2024: 412Q2 2024Q3 2024: 432Q3 2024Q4 2024: 457Q4 2024Q1 2025: 462Q1 2025Q2 2025: 455Q2 2025Q3 2025: 453Q3 2025Q4 2025: 477Q4 2025Q1 2026: 504Q1 2026Q2 2026: 523Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions31$10.2M
Exits41$35.8M

Ownership 407 holders

Prudential PLC 7.20% Add +1.0% 21,473,803 $874.2M
Meiji Yasuda Life Insurance Co 9.14% No change 10,592,146 $431.2M
Bank of America Corp. 0.01% Reduce -3.8% 3,180,854 $129.5M
LPL Financial LLC 0.06% Add +9.9% 2,954,276 $120.3M
Ameriprise Financial Inc. 0.03% Add +12.8% 2,775,621 $113.0M
Auto-Owners Insurance Co 2.21% No change 2,050,000 $83.5M
First Command Advisory Services, Inc. 0.65% Reduce -9.5% 1,523,825 $62.0M
Morgan Stanley 0.00% Reduce -32.1% 1,373,378 $55.9M
Wells Fargo & Company 0.01% Add +38.1% 783,005 $31.9M
UBS Group AG 0.01% Reduce -27.0% 728,949 $29.7M
Allworth Financial LP 0.20% Add +0.1% 682,226 $27.8M
Royal Bank of Canada 0.01% Reduce -5.5% 564,620 $23.0M
Vestmark Advisory Solutions, Inc. 0.99% Reduce -22.9% 562,882 $22.9M
Commonwealth Equity Services, LLC 0.03% Add +8.7% 452,671 $18.4M
Goldman Sachs Group Inc. 0.00% Reduce -10.2% 391,161 $15.9M
Alliancebernstein L.P. 0.01% Add +4.8% 387,999 $15.8M
Curran Financial Partners, LLC 5.26% Add +2.9% 371,282 $15.1M
Osaic Holdings, Inc. 0.03% Add +5.1% 361,928 $14.7M
Envestnet Asset Management Inc. 0.01% Add +7.7% 357,703 $14.6M
Barry Investment Advisors, LLC 4.11% Add +5.6% 302,755 $12.3M
Hapanowicz & Associates Financial Services, Inc 6.97% Add +2.0% 299,833 $12.2M
Connectus Wealth, LLC 0.29% Reduce -7.2% 263,583 $10.7M
JPMorgan Chase & Co. 0.00% Reduce -5.5% 252,828 $10.3M
Financial Gravity Asset Management, Inc. 2.64% Reduce -92.2% 239,627 $9.4M
First Hawaiian Bank 0.26% Reduce -3.9% 206,036 $8.4M
Citigroup Inc. 0.01% Add +1198.2% 203,474 $8.3M
SWS Partners 2.38% Reduce -0.2% 195,291 $8.0M
Keystone Financial Planning, Inc. 2.51% Reduce -1.7% 190,008 $7.7M
Wealthfront Advisers LLC 0.03% Add +10.6% 186,171 $7.6M
Raymond James & Associates 0.01% Reduce -7.0% 183,860 $7.5M
BIP Wealth, LLC 0.54% Reduce -15.1% 182,922 $7.4M
Truist Financial Corp. 0.01% Add +9.6% 175,000 $7.1M
Gunma Bank,Ltd. 3.75% Add +133.3% 175,000 $7.1M
Citadel Advisors 0.01% Reduce -30.8% 170,176 $6.9M
Genesee Capital Advisors, LLC 3.57% Reduce -0.2% 160,232 $6.5M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -24.5% 157,467 $6.4M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -3.4% 154,942 $6.3M
Cwm, LLC 0.03% Reduce -0.5% 154,341 $6.3M
Cetera Investment Advisers 0.01% Add +128.0% 152,266 $6.2M
Erickson Financial Group, LLC 4.73% Reduce -4.3% 148,181 $6.0M
Systematic Alpha Investments, LLC 0.24% No change 147,601 $6.0M
Janney Montgomery Scott LLC 0.02% Add +18.0% 140,110 $5.7M
StoneX Group Inc. 0.50% Add +23.2% 137,053 $5.6M
Crescent Grove Advisors, LLC 0.58% Add +0.8% 135,883 $5.5M
Corient Private Wealth LP 0.01% Add +284.1% 136,007 $5.4M
Private Advisor Group, LLC 0.04% Add +1.4% 128,923 $5.2M
Curi Capital, LLC 0.12% No change 127,750 $5.2M
Cowa, LLC 3.05% Reduce -59.0% 127,151 $5.2M
Stifel Financial Corp. 0.01% Add +2.4% 124,640 $5.1M
WealthPLAN Partners, LLC 0.49% Reduce -28.6% 116,194 $4.7M
Heartwood Wealth Advisors LLC 0.53% Add +33.0% 106,619 $4.3M
RDA Financial Network 1.43% Reduce -1.6% 102,614 $4.2M
D. E. Shaw & Co. 0.01% Add +850.3% 95,081 $3.9M
MML Investors Services, LLC 0.02% Reduce -6.9% 94,862 $3.9M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -6.2% 94,248 $3.8M
Venture Visionary Partners LLC 0.18% Add +0.0% 93,752 $3.8M
Calton & Associates, Inc. 1.84% Reduce -0.8% 92,731 $3.8M
Rockefeller Capital Management L.P. 0.01% Reduce -57.3% 92,633 $3.8M
Assetmark, Inc. 0.01% Add +10.8% 86,285 $3.5M
Mariner, LLC 0.01% Add +1.1% 85,433 $3.5M
CGN Advisors LLC 0.44% Add +1.6% 85,149 $3.5M
Wedbush Securities Inc. 0.13% Reduce -7.6% 83,874 $3.4M
NewEdge Advisors, LLC 0.03% Reduce -11.9% 82,562 $3.4M
Independent Wealth Network Inc. 1.57% Add +3.5% 81,936 $3.3M
Flow Traders U.S. LLC 0.17% Add +35.0% 79,082 $3.2M
Trajan Wealth LLC 0.21% — 78,021 $3.2M
Advisor OS, LLC 0.36% Reduce -3.3% 77,881 $3.2M
First PREMIER Bank 0.83% Reduce -2.4% 76,911 $3.1M
Flagship Harbor Advisors, LLC 0.20% Add +311.7% 76,149 $3.1M
Farrow Financial, Inc. 2.17% Add +11.0% 76,069 $3.1M
Global Strategic Investment Solutions, LLC 0.36% Add +0.0% 75,744 $3.1M
NorthCrest Asset Manangement, LLC 0.10% New 74,873 $3.0M
AE Wealth Management LLC 0.03% Reduce -43.0% 74,201 $3.0M
Daiwa Securities Group Inc. 0.02% No change 71,400 $2.9M
HighTower Advisors, LLC 0.00% Add +8.9% 69,329 $2.8M
Captrust Financial Advisors 0.01% Reduce -15.6% 65,416 $2.7M
White Pine Capital LLC 0.99% Reduce -1.4% 66,325 $2.6M
Geneos Wealth Management Inc. 0.12% Add +0.4% 63,107 $2.6M
Creative Planning 0.00% Add +0.4% 63,058 $2.6M
Wealthspire Advisors, LLC 0.03% Reduce -9.5% 58,090 $2.4M
Castleview Partners, LLC 1.28% Add +284.5% 56,442 $2.3M
Sonoma Private Wealth LLC 3.69% Reduce -31.0% 56,384 $2.3M
WCG Wealth Advisors LLC 0.19% Add +8.6% 55,019 $2.2M
Freedom Investment Management, Inc. 0.18% Reduce -9.0% 54,433 $2.2M
Jefferies Financial Group Inc. 0.05% Reduce -36.9% 54,344 $2.2M
U.S. Capital Wealth Advisors, LLC 0.08% Reduce -2.9% 52,329 $2.1M
Balentine LLC 0.06% Reduce -7.2% 51,592 $2.1M
Baird Financial Group, Inc. 0.00% Reduce -2.6% 51,536 $2.1M
Faithward Advisors, LLC 0.37% Reduce -1.6% 50,579 $2.1M
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -14.7% 49,500 $2.0M
B. Riley Wealth Advisors, Inc. 0.05% Reduce -11.2% 57,133 $2.0M
Towercrest Capital Management 0.32% Add +15.1% 46,167 $1.9M
Tobias Financial Advisors, Inc. 0.42% Reduce -2.6% 45,322 $1.8M
Bison Wealth, LLC 0.30% Add +0.2% 45,137 $1.8M
IFG Advisory, LLC 0.14% Add +2.6% 44,959 $1.8M
Aptus Capital Advisors, LLC 0.04% Reduce -0.7% 44,946 $1.8M
Qube Research & Technologies Ltd 0.00% Add +2.0% 44,933 $1.8M
Farther Finance Advisors, LLC 0.11% Add +143.5% 45,023 $1.8M
Prudential Financial Inc. 0.00% Reduce -10.8% 44,202 $1.8M
Guardian Wealth Advisors, LLC / NC 0.21% Reduce -0.6% 42,730 $1.7M

"% of holder's portfolio" is SPYD's weight in each manager's 13F, not the share of SS SPDR P S&P 500 Hi Div ETF the manager owns.

Show all 407 holders