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
Quadcap Wealth Management, LLC 0.40% Reduce -5.3% 42,679 $1.7M
Texas Yale Capital Corp. 0.08% No change 42,575 $1.7M
Wealth Advisory Solutions, LLC 0.45% Reduce -6.6% 42,557 $1.7M
Prospera Financial Services Inc 0.05% Reduce -57.7% 42,508 $1.7M
Gateway Wealth Partners, LLC 0.61% Reduce -11.6% 41,947 $1.7M
Renaissance Technologies 0.00% New 41,000 $1.7M
Western Wealth Management, LLC 0.13% Reduce -51.0% 40,472 $1.6M
Proathlete Wealth Management LLC 0.87% No change 40,384 $1.6M
Pathstone Holdings, LLC 0.01% Reduce -5.9% 39,949 $1.6M
GTS Securities LLC 0.04% Reduce -21.1% 39,660 $1.6M
Susquehanna International Group, LLP 0.00% Reduce -36.3% 39,050 $1.6M
CreativeOne Wealth, LLC 0.06% Add +91.3% 38,404 $1.6M
Bank Julius Baer & Co. Ltd, Zurich 0.01% No change 36,820 $1.5M
D.A. Davidson & Co. 0.01% Add +6.1% 36,672 $1.5M
Equitable Holdings, Inc. 0.02% Add +6.0% 36,671 $1.5M
Dumont & Blake Investment Advisors LLC 0.42% Add +30.6% 36,268 $1.5M
Capital Analysts, LLC 0.07% Add +9.4% 36,103 $1.5M
Private Wealth Group, LLC 0.76% Add +0.1% 35,941 $1.5M
Kestra Advisory Services, LLC 0.01% Add +55.6% 35,681 $1.5M
Capital Advisory Group Advisory Services, LLC 0.68% Reduce -5.0% 35,463 $1.4M
Vantage Financial Partners, LLC 0.37% Reduce -0.5% 33,950 $1.4M
Lido Advisors, LLC 0.01% Reduce -13.4% 33,276 $1.4M
Great Valley Advisor Group, Inc. 0.04% Reduce -8.9% 33,081 $1.3M
McAdam, LLC 0.09% Add +9.2% 32,664 $1.3M
Engineers Gate Manager LP 0.03% Add +45.9% 31,708 $1.3M
Atria Wealth Solutions, Inc. 0.01% Add +9.7% 31,702 $1.3M
Alliance Wealth Management Group 0.38% Add +20.3% 31,444 $1.3M
Mesirow Financial Investment Management, Inc. 0.03% Add +35.3% 30,371 $1.2M
Steward Partners Investment Advisory, LLC 0.01% Reduce -7.3% 30,082 $1.2M
1900 Wealth Management LLC 0.11% Add +0.0% 30,040 $1.2M
Capstone Wealth Management Group, LLC 0.88% Reduce -7.3% 30,017 $1.2M
Juncture Wealth Strategies, LLC 0.52% Reduce -0.9% 29,747 $1.2M
Bank of Montreal 0.00% Reduce -65.3% 29,151 $1.2M
Householder Group Estate & Retirement Specialist, LLC 0.35% Reduce -3.3% 29,034 $1.2M
Lincoln National Corp. 0.02% Add +0.0% 28,930 $1.2M
Apollon Wealth Management, LLC 0.04% Add +13.7% 28,591 $1.2M
Sax Wealth Advisors, LLC 0.14% Add +0.5% 28,379 $1.2M
EP Wealth Advisors, LLC 0.01% Reduce -15.4% 27,506 $1.1M
Insight Advisors, LLC/ PA 0.21% Add +1.9% 27,209 $1.1M
Two Sigma Securities, LLC 0.05% Add +19.9% 27,096 $1.1M
Eagle Global Advisors LLC 0.06% Reduce -3.3% 27,084 $1.1M
Avantax Advisory Services, Inc. 0.01% Add +2.2% 26,787 $1.1M
Strategic Financial Concepts, LLC 0.25% Add +21.1% 25,537 $1.0M
State Farm Mutual Automobile Insurance Co. 0.00% No change 25,000 $1.0M
Harbour Investments, Inc. 0.04% Add +1.0% 24,887 $1.0M
Austin Wealth Management, LLC 0.25% Add +14.0% 24,583 $1.0M
Stephens Inc. 0.02% Reduce -9.4% 24,679 $1.0M
MBL Wealth, LLC 0.11% No change 24,500 $997K
Stratos Wealth Partners, LTD. 0.02% Reduce -25.2% 24,420 $994K
HBW Advisory Services LLC 0.18% No change 25,135 $985K
MAI Capital Management 0.01% New 24,096 $981K
Sard Wealth Management Group, LLC 0.87% Reduce -0.7% 23,531 $958K
Cascade Investment Group, Inc. 0.71% Add +6.0% 23,419 $953K
Regal Investment Advisors LLC 0.06% Add +88.2% 23,232 $946K
Kohmann Bosshard Financial Services, LLC 0.12% Reduce -30.7% 22,024 $897K
Mercer Global Advisors Inc. 0.00% Add +9.9% 21,862 $890K
Main Street Financial Solutions, LLC 0.09% Reduce -0.0% 21,525 $876K
Valeo Financial Advisors, LLC 0.03% Add +1.8% 21,958 $875K
Millennium Management 0.00% Add +45.9% 21,139 $861K
OneAscent Financial Services LLC 0.09% Reduce -42.7% 20,824 $848K
Beacon Bank & Trust 0.21% Reduce -39.6% 20,596 $838K
EWG Elevate Inc. 0.32% Reduce -45.6% 20,576 $838K
Concurrent Investment Advisors, LLC 0.03% No change 20,555 $837K
TruNorth Capital Management, LLC 0.28% — 19,997 $814K
Cambridge Advisors Inc. 0.19% Add +1.4% 19,816 $807K
MGB Wealth Management, LLC 0.32% Add +1.4% 19,552 $796K
Foundations Investment Advisors, LLC 0.02% Reduce -9.7% 19,401 $790K
Kingsview Wealth Management, LLC 0.02% Reduce -4.9% 19,043 $775K
Invera Wealth Advisors, LLC 0.65% Reduce -2.2% 19,980 $768K
LexAurum Advisors, LLC 0.19% Add +0.3% 18,844 $767K
Wealth Enhancement Advisory Services, LLC 0.00% Add +3.8% 18,179 $740K
Tiller Private Wealth, Inc. 0.33% Reduce -4.6% 17,910 $729K
Selective Wealth Management, Inc. 0.32% Add +21.7% 18,379 $726K
Integrated Advisors Network LLC 0.04% Reduce -0.6% 17,718 $721K
Hancock Whitney Corp. 0.02% No change 17,677 $720K
Tower Research Capital LLC (TRC) 0.02% Add +56922.6% 17,677 $720K
OneDigital Investment Advisors LLC 0.01% Reduce -7.5% 17,566 $715K
Arete Wealth Advisors, LLC 0.07% Add +1.1% 17,469 $711K
Mission Wealth Management, LP 0.02% Reduce -0.3% 17,183 $700K
Mutual Advisors, LLC 0.02% Add +2.3% 16,911 $688K
Raymond James Trust N.A. 0.02% Add +8.0% 16,326 $665K
Walkner Condon Financial Advisors LLC 0.14% No change 16,318 $664K
Spire Wealth Management 0.01% Add +3.6% 16,201 $660K
Detalus Advisors, LLC 0.23% Reduce -0.8% 16,190 $659K
Savant Capital, LLC 0.01% Add +9.7% 15,991 $651K
Envestnet Portfolio Solutions, Inc. 0.00% Add +18.3% 15,468 $630K
Focused Wealth Management, Inc 0.10% Add +0.5% 15,163 $617K
Financial Insights, Inc. 0.17% Reduce -1.5% 14,925 $608K
L.M. Kohn & Company 0.17% Reduce -12.3% 14,841 $604K
Tidemark, LLC 0.34% Add +0.5% 14,774 $601K
Gladstone Institutional Advisory LLC 0.03% Add +90.8% 14,435 $588K
DAVENPORT & Co LLC 0.00% Add +3.1% 14,393 $586K
Willis Johnson & Associates, Inc. 0.05% Add +4.6% 14,103 $574K
Banque Cantonale Vaudoise 0.02% New 14,080 $573K
Lindbrook Capital, LLC 0.05% Reduce -7.0% 14,062 $572K
GC Wealth Management RIA, LLC 0.11% Add +8.1% 13,879 $565K
Bogart Wealth, LLC 0.03% Add +0.5% 13,567 $552K
Raab & Moskowitz Asset Management LLC 0.15% Reduce -1.5% 13,504 $550K
Ameritas Advisory Services, LLC 0.02% Add +119.8% 13,586 $544K
CIBC Private Wealth Group LLC 0.00% No change 13,255 $534K
Legacy PCG, LLC 0.33% Add +13.9% 13,028 $530K
Signet Financial Management, LLC 0.07% Add +0.6% 12,999 $529K
FSC Wealth Advisors, LLC 0.36% Add +200.5% 12,695 $517K
Mission Creek Capital Partners, Inc. 0.13% Add +0.0% 12,328 $502K
Park Avenue Securities LLC 0.01% Reduce -91.5% 12,196 $496K
New Republic Capital, LLC 0.30% No change 11,734 $478K
NorthRock Partners, LLC 0.02% Add +12.5% 11,636 $474K
Private Trust Co. NA 0.05% Add +142.7% 11,141 $454K
Oarsman Capital, Inc. 0.11% Reduce -32.5% 11,057 $450K
Traynor Capital Management, Inc. 0.04% Reduce -3.0% 11,027 $449K
Sovereign Financial Group, Inc. 0.12% Reduce -10.5% 11,020 $449K
Continuum Advisory, LLC 0.07% Reduce -16.4% 10,900 $444K
Beacon Bridge Wealth Partners, LLC 0.21% Add +57.7% 10,746 $437K
SimpliFi, Inc. 0.20% Add +2.3% 10,739 $437K
Astoria Portfolio Advisors LLC. 0.17% Reduce -26.8% 11,321 $437K
Conservest Capital Advisors, Inc. 0.04% Add +0.6% 10,712 $436K
Howard Financial Services, LTD. 0.08% No change 10,702 $436K
Gerber Kawasaki Wealth & Investment Management 0.02% Add +15.4% 10,687 $435K
Altrius Capital Management Inc 0.11% Reduce -2.3% 10,677 $435K
Bright Futures Wealth Management, LLC. 0.23% — 10,606 $423K
FMR LLC 0.00% Add +31.3% 10,346 $421K
High Net Worth Advisory Group LLC 0.13% Add +0.1% 10,314 $420K
Elwood & Goetz Wealth Advisory Group, LLC 0.10% Reduce -0.1% 10,309 $420K
CIC Wealth, LLC 0.12% Add +3.4% 10,307 $420K
Waverly Advisors, LLC 0.01% New 10,234 $417K
Comerica Bank 0.00% Reduce -29.3% 10,228 $416K
Brighton Jones LLC 0.01% Add +32.4% 10,195 $415K
Financial Enhancement Group LLC 0.07% Reduce -3.1% 10,565 $411K
Ignite Planners, LLC 0.11% Add +15.7% 10,126 $408K
Chicago Partners Investment Group LLC 0.02% Add +0.7% 10,297 $408K
WBH Advisory Inc. 0.04% Reduce -15.1% 9,790 $399K
Quadrant Private Wealth Management, LLC 0.10% Add +2.2% 9,763 $397K
Security National Bank 0.06% No change 9,759 $397K
Thrivent Financial for Lutherans 0.00% Reduce -58.0% 9,747 $397K
CAP Partners, LLC 0.33% Add +0.4% 9,302 $379K
Realta Investment Advisors 0.08% Reduce -2.7% 9,222 $375K
FinTrust Capital Advisors, LLC 0.07% Reduce -4.2% 9,017 $367K
NTV Asset Management LLC 0.05% Reduce -2.8% 8,800 $358K
Vantage Investment Partners, LLC 0.03% No change 8,720 $355K
Brown Advisory Inc. 0.00% New 8,573 $349K
Dakota Wealth Management 0.01% New 8,552 $348K
Walter & Keenan Wealth Management LLC /in/ 0.11% Add +21.7% 8,422 $343K
Wealth Alliance Advisory Group, LLC 0.08% No change 8,344 $340K
Fortis Group Advisors, LLC 0.06% Reduce -7.4% 8,231 $335K
Buckingham Strategic Wealth, LLC 0.00% Reduce -1.8% 8,200 $334K
Diversified, LLC 0.05% New 8,184 $333K
Sigma Planning Corp 0.01% New 8,082 $329K
Private Portfolio Partners LLC 0.07% Reduce -14.8% 8,050 $328K
IHT Wealth Management, LLC 0.01% Add +29.8% 8,023 $327K
Advisory Services Network, LLC 0.01% Reduce -1.2% 7,991 $325K
XML Financial, LLC 0.03% Add +0.9% 7,947 $324K
DRW Securities, LLC 0.02% New 7,899 $322K
Integrated Wealth Concepts LLC 0.00% Reduce -19.1% 7,833 $319K
PFG Advisors 0.02% Add +1.9% 7,825 $319K
Optimum Investment Advisors 0.14% Reduce -3.6% 7,679 $313K
Cary Street Partners Investment Advisory LLC 0.01% Add +5.2% 7,639 $311K
Level Four Advisory Services, LLC 0.02% No change 7,840 $307K
Moloney Securities Asset Management, LLC 0.05% No change 7,542 $307K
Trilogy Capital Inc. 0.02% New 7,513 $306K
Navis Wealth Advisors, LLC 0.37% No change 7,500 $305K
JT Stratford LLC 0.06% No change 7,475 $304K
Kestra Private Wealth Services, LLC 0.01% Reduce -7.3% 7,438 $303K
Brookstone Capital Management 0.01% Reduce -45.6% 7,290 $297K
Iron Horse Wealth Management, LLC 0.12% Reduce -0.6% 7,176 $292K
Norris Financial Group, LLC 0.16% Reduce -41.3% 7,115 $290K
West Wealth Group, LLC 0.11% Reduce -20.7% 7,084 $288K
PNC Financial Services Group, Inc. 0.00% Reduce -26.0% 7,083 $288K
Leo Wealth, LLC 0.03% No change 7,107 $286K
Diversify Advisory Services, LLC 0.02% — 7,086 $286K
Tennessee Valley Asset Management Partners 0.07% Add +26.8% 6,868 $280K
Blair William & Co. 0.00% Add +2.4% 6,807 $277K
Sandbox Financial Partners, LLC 0.12% No change 6,747 $275K
Y-Intercept (Hong Kong) Ltd 0.02% New 6,666 $271K
Dynamic Advisor Solutions LLC 0.01% Add +26.9% 6,620 $270K
KWB Wealth 0.04% Reduce -36.5% 6,541 $266K
Cornerstone Wealth Management, LLC 0.02% Add +0.4% 6,452 $263K
Northwest Bancshares, Inc. 0.04% Reduce -0.0% 6,448 $262K
Citizens Financial Group Inc. 0.01% Reduce -61.4% 6,394 $260K
Rothschild Investment LLC 0.02% Reduce -2.5% 6,387 $260K
Axxcess Wealth Management, LLC 0.01% Reduce -2.8% 6,360 $259K
Lee Financial Co 0.04% No change 6,341 $258K
Modern Wealth Management, LLC 0.02% New 6,250 $254K
Mach-1 Financial Group, LLC 0.19% No change 6,248 $254K
SteelPeak Wealth, LLC 0.01% Reduce -92.1% 6,238 $254K
Capital Asset Advisory Services LLC 0.01% Reduce -2.8% 6,360 $254K
Global Retirement Partners, LLC 0.01% Reduce -15.8% 6,025 $245K
Strategic Blueprint, LLC 0.02% New 5,992 $244K
Evercore Wealth Management, LLC 0.00% Reduce -32.3% 5,969 $243K
Private Wealth Strategies, L.L.C. 0.05% Add +0.9% 5,899 $240K
Prudent Investors Network, Inc. 0.09% — 5,887 $240K
Capital Investment Advisory Services, LLC 0.03% Add +0.3% 5,792 $236K
Retirement Planning Co of New England, Inc. 0.13% Add +0.7% 5,751 $234K
Ameritas Investment Partners, Inc. 0.01% Add +21.2% 5,698 $232K
Bank of Nova Scotia 0.00% No change 5,620 $229K
Coombe, Bender & Co LLC 0.13% Reduce -33.8% 5,430 $221K
Alterna Wealth Management, Inc. 0.18% No change 5,398 $220K
PCA Investment Advisory Services Inc. 0.12% Reduce -6.3% 5,395 $220K
Transform Wealth, LLC 0.02% No change 5,381 $219K
Centaurus Financial, Inc. 0.02% Add +0.1% 5,367 $218K
Parsons Capital Management Inc. 0.01% Reduce -16.3% 5,328 $217K
Acas, LLC 0.21% No change 5,215 $212K
Graypoint LLC 0.02% No change 5,214 $212K
Manhattan West Asset Management, LLC 0.05% Reduce -13.2% 5,211 $212K
Perennial Investment Advisors, LLC 0.03% Reduce -10.6% 5,140 $209K
Intrua Financial, LLC 0.03% Reduce -24.2% 5,069 $206K
Independent Financial Group, LLC 0.01% New 5,020 $204K
Coordinated Financial Services, Inc. 0.18% — 4,958 $202K
Woodmont Investment Counsel LLC 0.02% New 4,558 $186K
M&R Capital Management Inc. 0.04% Reduce -19.7% 4,066 $166K
Mowery & Schoenfeld Wealth Management, LLC 0.31% No change 3,950 $161K
Jackson Hole Capital Partners, LLC 0.03% No change 3,460 $141K
BlackRock Inc. 0.00% Add +104.2% 3,384 $138K
GPS Wealth Strategies Group, LLC 0.02% Reduce -0.6% 3,229 $131K
Atlas Capital Advisors Inc. 0.02% No change 3,207 $131K
Vermillion & White Wealth Management Group, LLC 0.10% Reduce -24.9% 3,171 $129K
LFA - Lugano Financial Advisors SA 0.09% Reduce -9.6% 2,998 $122K
US Bancorp \de 0.00% Add +35.6% 2,882 $117K
Tompkins Financial Corp. 0.01% No change 2,700 $110K
PSI Advisors, LLC 0.04% No change 2,600 $106K
City Holding Co. 0.02% Reduce -9.9% 2,552 $104K
Clear Investment Research, LLC 0.14% Add +5.2% 2,528 $103K
TD Waterhouse Canada Inc. 0.00% Add +32.9% 2,126 $102K
ICA Group Wealth Management, LLC 0.02% Add +60.3% 2,512 $102K
North Star Investment Management Corp. 0.01% No change 2,345 $95K
Harbor Investment Advisory, LLC 0.01% No change 2,209 $90K
Silver Oak Securities, Incorporated 0.01% Reduce -96.3% 2,088 $85K
Tsfg, LLC 0.02% New 2,000 $81K
FSA Wealth Management LLC 0.03% Add +1.2% 1,925 $78K
Register Financial Advisors LLC 0.04% New 1,879 $77K
Glen Eagle Advisors, LLC 0.01% No change 1,845 $75K
Whittier Trust Co. 0.00% Add +1723.8% 1,842 $75K
Planning Capital Management Corp 0.05% Add +0.6% 1,680 $68K
Global Trust Asset Management, LLC 0.03% Add +22.1% 1,660 $68K
IFP Advisors, Inc 0.00% No change 1,625 $66K
Anchor Investment Management, LLC 0.01% No change 1,500 $61K
Sunbelt Securities, Inc. 0.01% Add +0.1% 1,493 $61K
Future Financial Wealth Managment LLC 0.05% New 1,480 $60K
National Bank of Canada 0.00% No change 1,435 $59K
Principal Securities, Inc. 0.00% Add +35.6% 1,427 $58K
Clearstead Trust, LLC 0.01% No change 1,337 $54K
Clear Point Advisors Inc. 0.04% Add +0.4% 1,326 $54K
Baldwin Wealth Partners LLC 0.00% No change 1,288 $52K
Westend Capital Management, LLC 0.02% — 1,277 $52K
Parallel Advisors, LLC 0.00% Reduce -19.6% 1,188 $48K
CoreCap Advisors, LLC 0.00% New 1,187 $48K
Albion Financial Group 0.00% Reduce -96.5% 1,179 $48K
Trust Co. of Vermont 0.00% No change 1,160 $47K
Townsend Asset Management Corp. /NC/ 0.02% Add +1.0% 1,147 $47K
Rain Capital Management, LLC 0.03% Add +0.9% 1,084 $44K
New England Capital Financial Advisors LLC 0.02% No change 931 $38K
NFSG Corp 0.02% Reduce -19.0% 876 $36K
Angeles Wealth Management, LLC 0.00% Reduce -12.4% 851 $35K
Crewe Advisors LLC 0.00% Add +4347.4% 845 $34K
WealthShield Partners, LLC 0.00% Reduce -11.2% 717 $29K
Lanark Financial, Inc. 0.00% Add +0.7% 720 $29K
Pineridge Advisors LLC 0.01% Reduce -59.0% 649 $26K
Glenmede Trust Co. NA 0.00% No change 644 $26K
Balefire, LLC 0.01% Add +313.3% 620 $25K
Hazlett, Burt & Watson, Inc. 0.01% No change 614 $25K
Salem Investment Counselors Inc. 0.00% No change 600 $24K
American Capital Advisory, LLC 0.02% Add +1.4% 571 $22K
Concourse Financial Group Securities, Inc. 0.00% No change 508 $21K
Tyler-Stone Wealth Management 0.01% New 500 $20K
Fernwood Investment Management, LLC 0.01% New 500 $20K
Avior Wealth Management, LLC 0.00% New 494 $20K
CVA Family Office, LLC 0.00% No change 463 $19K
Creative Financial Designs Inc. 0.00% No change 425 $17K
Retirement Group, LLC 0.01% Reduce -13.8% 401 $16K
Hoey Investments, Inc. 0.00% No change 400 $16K
LifeSteps Financial, Inc. 0.01% New 384 $16K
Ameliora Wealth Management Ltd. 0.01% No change 350 $14K
Caldwell Sutter Capital, Inc. 0.01% Reduce -47.6% 343 $14K
FRG Family Wealth Advisors LLC 0.00% New 335 $13K
Arcadia Investment Management Corp. 0.00% No change 300 $12K
Gradient Investments LLC 0.00% Reduce -83.6% 290 $12K
McIlrath & Eck, LLC 0.00% Reduce -29.1% 285 $12K
Impact Partnership Wealth, LLC 0.00% No change 276 $11K
SOA Wealth Advisors, LLC. 0.00% No change 250 $10K
EverSource Wealth Advisors, LLC 0.00% Add +150.0% 250 $10K
Cape Investment Advisory, Inc. 0.00% No change 241 $10K
Front Row Advisors LLC 0.00% No change 236 $10K
HHM Wealth Advisors, LLC 0.00% No change 220 $9K
Sage Mountain Advisors LLC 0.00% Reduce -76.7% 216 $9K
Larson Financial Group LLC 0.00% Reduce -4.0% 213 $9K
Key Financial Inc 0.00% No change 200 $8K
Sound Income Strategies, LLC 0.00% Reduce -76.3% 196 $8K
Signature Resources Capital Management, LLC 0.01% No change 195 $8K
Hexagon Capital Partners LLC 0.00% Add +98.8% 161 $7K
AdvisorNet Financial, Inc 0.00% No change 155 $6K
Cedar Wealth Management, LLC 0.00% New 125 $5K
Main Street Group, LTD 0.00% Add +1.8% 111 $4K
Pathway Financial Advisers, LLC 0.00% New 109 $4K
Signaturefd, LLC 0.00% New 66 $3K
Hantz Financial Services, Inc. 0.00% No change 51 $2K
Custom Portfolio Group LLC 0.00% No change 49 $2K
Financial Freedom, LLC 0.00% Add +2.5% 41 $2K
Institutional & Family Asset Management, LLC 0.00% No change 31 $1K
Evermay Wealth Management LLC 0.00% No change 26 $1K
Valley National Advisers Inc. 0.00% No change 30 $1K
Ballast Advisors LLC 0.00% No change 11 $453
Naples Money Management LLC 0.00% No change 11 $446
Abound Wealth Management 0.00% No change 10 $410
Moisand Fitzgerald Tamayo, LLC 0.00% New 8 $326
Founders Financial Alliance, LLC 0.00% Reduce -98.5% 8 $306
Tucker Asset Management LLC 0.00% New 6 $244
Concord Wealth Partners 0.00% Reduce -99.9% 2 $81
O'shaughnessy Asset Management, LLC 0.00% New 1 $41

"% 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.