SS SPDR P S&P 500 Hi Div ETFSPYDETF

13F holders, Q3 2024 (September 30)
432holders +20
53new positions
33sold out
3famous investors
$45.65avg. 13F price*

At the end of Q3 2024, 432 institutions reported holding SS SPDR P S&P 500 Hi Div ETF (SPYD) in their 13F filings, up 20 from Q2 2024. 53 opened new positions and 33 sold out. The largest holders were Meiji Yasuda Life Insurance Co ($483.5M), LPL Financial LLC ($166.8M) and Bank of America Corp. ($139.4M). 3 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
SS SPDR P S&P 500 Hi Div ETF
Filed as
SPDR SER TR (Q3 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions53$60.2M
Exits33$26.0M

All 13F filers, Q2 2024 → Q3 2024: 3,313,718 shares bought and 2,698,796 shares sold, net +614,922 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 432 holders

Meiji Yasuda Life Insurance Co 8.95% No change 10,592,146 $483.5M
LPL Financial LLC 0.07% Add +1.9% 3,654,568 $166.8M
Bank of America Corp. 0.01% Reduce -2.3% 3,054,028 $139.4M
Ameriprise Financial Inc. 0.03% Reduce -0.5% 2,804,348 $128.0M
Auto-Owners Insurance Co 2.29% No change 2,050,000 $93.6M
Morgan Stanley 0.00% Add +6.4% 1,467,000 $67.0M
First Command Advisory Services, Inc. 0.38% Reduce -37.3% 865,776 $39.5M
Wells Fargo & Company 0.01% Add +24.4% 732,441 $33.4M
UBS Group AG 0.01% Reduce -10.8% 668,490 $30.5M
Bank of New York Mellon Corp 0.01% New 584,597 $26.7M
Royal Bank of Canada 0.01% Reduce -4.0% 560,510 $25.6M
Vestmark Advisory Solutions, Inc. 0.91% Reduce -3.1% 533,563 $24.4M
Commonwealth Equity Services, LLC 0.03% Add +5.2% 490,740 $22.4M
Envestnet Asset Management Inc. 0.01% Add +17.0% 443,652 $20.3M
Alliancebernstein L.P. 0.01% Add +12.8% 443,512 $20.2M
Curran Financial Partners, LLC 5.13% Add +4.1% 396,006 $18.1M
Barry Investment Advisors, LLC 4.55% Add +4.7% 326,343 $14.9M
Goldman Sachs Group Inc. 0.00% Reduce -5.0% 293,146 $13.4M
Waterloo Capital, L.P. 1.37% Add +364.9% 275,266 $12.6M
Raymond James & Associates 0.01% Add +129.2% 254,504 $11.6M
Angeles Investment Advisors, LLC 0.56% New 241,000 $11.0M
JPMorgan Chase & Co. 0.00% Add +15.5% 234,083 $10.7M
Financial Gravity Companies, Inc. 2.75% — 225,305 $10.3M
Wealthfront Advisers LLC 0.03% Add +13.7% 221,603 $10.1M
First Hawaiian Bank 0.30% No change 204,123 $9.3M
Daiwa Securities Group Inc. 0.04% Add +6.7% 196,653 $9.0M
Osaic Holdings, Inc. 0.02% Add +0.4% 195,741 $8.9M
Keystone Financial Planning, Inc. 2.65% Add +0.3% 191,818 $8.8M
Truist Financial Corp. 0.01% Add +19.6% 188,262 $8.6M
Cowa, LLC 4.08% Reduce -25.8% 187,594 $8.6M
Dakota Wealth Management 0.19% Add +20.5% 182,056 $8.3M
Cetera Investment Advisers 0.02% Add +0.9% 169,247 $7.7M
SWS Partners 2.42% Reduce -14.1% 166,747 $7.6M
Mariner, LLC 0.01% Add +72.8% 162,413 $7.4M
StoneX Group Inc. 0.52% Add +2.4% 155,569 $7.1M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -3.9% 153,555 $7.0M
Genesee Capital Advisors, LLC 3.26% Add +1.1% 148,290 $6.8M
Systematic Alpha Investments, LLC 0.25% No change 147,601 $6.7M
BIP Wealth, LLC 0.46% Add +0.7% 146,798 $6.7M
U.S. Capital Wealth Advisors, LLC 0.24% Add +190.5% 146,579 $6.7M
Cwm, LLC 0.03% Reduce -1.2% 143,834 $6.6M
WealthPlan Investment Management, LLC 0.60% New 129,609 $5.9M
Curi Capital, LLC 0.13% No change 127,750 $5.8M
Crescent Grove Advisors, LLC 0.58% Reduce -7.4% 124,808 $5.7M
Janney Montgomery Scott LLC 0.02% Reduce -4.4% 123,724 $5.6M
Integrated Wealth Concepts LLC 0.07% Add +767.8% 120,504 $5.5M
Stifel Financial Corp. 0.01% Reduce -2.3% 118,367 $5.4M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -7.7% 117,721 $5.4M
Northwestern Mutual Wealth Management Co. 0.00% Add +2.1% 116,197 $5.3M
Heartwood Wealth Advisors LLC 0.57% Add +3.9% 113,061 $5.2M
Tudor Investment Corporation 0.06% Add +979.8% 111,460 $5.1M
Venture Visionary Partners LLC 0.22% Add +11.8% 108,163 $4.9M
Private Advisor Group, LLC 0.03% Reduce -2.7% 104,660 $4.8M
Corient Private Wealth LP 0.01% Reduce -25.7% 104,300 $4.8M
CGN Advisors LLC 0.44% Add +10.3% 96,873 $4.4M
Citigroup Inc. 0.00% Add +156.3% 91,106 $4.2M
MML Investors Services, LLC 0.01% Reduce -2.1% 90,159 $4.1M
NewEdge Advisors, LLC 0.03% Add +2.4% 85,295 $3.9M
Western Wealth Management, LLC 0.22% Add +95.1% 84,152 $3.8M
Mesirow Financial Investment Management, Inc. 0.07% Add +31.6% 82,040 $3.7M
AE Wealth Management LLC 0.03% Add +3.5% 81,815 $3.7M
NorthCrest Asset Manangement, LLC 0.11% Add +7.5% 80,643 $3.7M
Independent Wealth Network Inc. 1.62% Reduce -3.0% 80,005 $3.7M
Banque Cantonale Vaudoise 0.15% Add +185.3% 79,520 $3.6M
Advisor OS, LLC 0.36% Reduce -0.4% 79,348 $3.6M
CoreCap Advisors, LLC 0.17% Add +6551.8% 77,028 $3.5M
First PREMIER Bank 0.88% Add +0.9% 76,962 $3.5M
Global Strategic Investment Solutions, LLC 0.41% Add +0.6% 76,732 $3.5M
Farrow Financial, Inc. 2.19% Add +0.9% 76,234 $3.5M
Gunma Bank,Ltd. 1.41% Reduce -34.8% 75,000 $3.4M
Mission Wealth Management, LP 0.08% Add +333.3% 67,396 $3.1M
Gateway Wealth Partners, LLC 0.84% Add +60.2% 66,989 $3.1M
Rockefeller Capital Management L.P. 0.01% Add +1.9% 66,961 $3.1M
Wedbush Securities Inc. 0.11% Add +2.2% 66,921 $3.1M
White Pine Capital LLC 1.01% Add +0.5% 64,915 $3.0M
Apollon Wealth Management, LLC 0.08% Add +48.9% 64,635 $3.0M
Calton & Associates, Inc. 1.12% Reduce -30.8% 64,340 $2.9M
&partners 0.06% Add +10.9% 63,899 $2.9M
Financial Engines Advisors L.L.C. 0.01% New 63,387 $2.9M
Captrust Financial Advisors 0.01% Reduce -1.1% 63,233 $2.9M
HighTower Advisors, LLC 0.00% Reduce -3.1% 61,712 $2.8M
Sanctuary Advisors, LLC 0.02% Reduce -2.0% 59,554 $2.8M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +21.2% 60,600 $2.8M
Castleview Partners, LLC 1.59% Add +7.4% 60,260 $2.8M
Trajan Wealth LLC 0.16% Reduce -16.6% 59,060 $2.7M
Allworth Financial LP 0.02% Reduce -1.2% 59,013 $2.7M
Geneos Wealth Management Inc. 0.10% Reduce -1.8% 58,998 $2.7M
Two Sigma Investments, LP 0.01% New 57,300 $2.6M
Wealthspire Advisors, LLC 0.03% No change 57,045 $2.6M
Equitable Holdings, Inc. 0.03% Add +34.6% 56,719 $2.6M
Creative Planning 0.00% Reduce -2.8% 56,703 $2.6M
Assetmark, Inc. 0.01% Reduce -33.2% 54,812 $2.5M
Jefferies Financial Group Inc. 0.04% Add +0.9% 53,238 $2.4M
RDA Financial Network 0.73% Reduce -20.4% 51,340 $2.3M
Prudential Financial Inc. 0.00% Add +9.0% 49,974 $2.3M
Baird Financial Group, Inc. 0.00% Add +6.1% 49,497 $2.3M
Renaissance Technologies 0.00% Add +32.4% 49,100 $2.2M
Millennium Management 0.00% Add +59.6% 48,899 $2.2M
Balentine LLC 0.09% Reduce -4.8% 48,897 $2.2M
IFG Advisory, LLC 0.14% Add +2.2% 46,464 $2.1M

"% 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 432 holders