SS SPDR P S&P 500 Hi Div ETFSPYDETF

13F holders, Q4 2024 (December 31)
457holders +25
44new positions
44sold out
2famous investors
$43.24avg. 13F price*

At the end of Q4 2024, 457 institutions reported holding SS SPDR P S&P 500 Hi Div ETF (SPYD) in their 13F filings, up 25 from Q3 2024. 44 opened new positions and 44 sold out. The largest holders were Meiji Yasuda Life Insurance Co ($458.0M), LPL Financial LLC ($164.8M) and Bank of America Corp. ($136.0M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
SS SPDR P S&P 500 Hi Div ETF
Filed as
SPDR SER TR (Q4 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions44$33.0M
Exits44$32.6M

All 13F filers, Q3 2024 → Q4 2024: 3,899,491 shares bought and 1,502,384 shares sold, net +2,397,107 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 457 holders

Meiji Yasuda Life Insurance Co 8.63% No change 10,592,146 $458.0M
LPL Financial LLC 0.07% Add +4.3% 3,810,466 $164.8M
Bank of America Corp. 0.01% Add +3.0% 3,144,615 $136.0M
Ameriprise Financial Inc. 0.03% Add +1.2% 2,838,146 $122.7M
Auto-Owners Insurance Co 2.69% Add +33.7% 2,740,000 $118.1M
SBI Securities Co., Ltd. 2.00% — 1,498,175 $64.8M
Morgan Stanley 0.00% Add +1.2% 1,484,406 $64.2M
Wells Fargo & Company 0.01% Add +6.7% 781,266 $33.8M
First Command Advisory Services, Inc. 0.32% Reduce -10.2% 777,884 $33.6M
UBS Group AG 0.01% Reduce -0.9% 662,550 $28.6M
Envestnet Asset Management Inc. 0.01% Add +40.5% 623,093 $26.9M
Royal Bank of Canada 0.01% Add +8.3% 607,203 $26.3M
Bank of New York Mellon Corp 0.00% Reduce -1.1% 578,442 $25.0M
Commonwealth Equity Services, LLC 0.03% Add +6.6% 522,941 $22.6M
Alliancebernstein L.P. 0.01% Add +1.6% 450,773 $19.5M
Raymond James Financial Inc. 0.01% — 436,910 $18.9M
Curran Financial Partners, LLC 4.84% Add +7.7% 426,329 $18.4M
Vestmark Advisory Solutions, Inc. 0.57% Reduce -28.9% 379,370 $16.4M
Barry Investment Advisors, LLC 4.81% Add +6.0% 346,050 $15.0M
JPMorgan Chase & Co. 0.00% Add +38.9% 325,212 $14.1M
WealthPlan Investment Management, LLC 1.33% Add +140.0% 311,043 $13.4M
Waterloo Capital, L.P. 1.37% Add +9.4% 301,229 $13.0M
Dakota Wealth Management 0.29% Add +60.4% 292,020 $12.6M
Goldman Sachs Group Inc. 0.00% Reduce -1.1% 290,041 $12.5M
Focus Partners Wealth 0.03% Add +2825.0% 282,674 $12.2M
Financial Gravity Companies, Inc. 2.38% Add +6.9% 240,917 $10.4M
Wealthfront Advisers LLC 0.03% Add +8.1% 239,433 $10.4M
SWS Partners 2.87% Add +31.6% 219,373 $9.5M
Cercano Management LLC 0.24% New 217,913 $9.4M
BNP Paribas Financial Markets 0.01% Add +3190.0% 213,125 $9.2M
First Hawaiian Bank 0.29% No change 204,123 $8.8M
Daiwa Securities Group Inc. 0.04% Add +1.3% 199,139 $8.6M
Keystone Financial Planning, Inc. 2.61% Add +1.3% 194,322 $8.4M
Cowa, LLC 4.02% Add +1.6% 190,607 $8.2M
Truist Financial Corp. 0.01% Reduce -2.3% 183,971 $8.0M
Cetera Investment Advisers 0.02% Add +2.6% 173,692 $7.5M
StoneX Group Inc. 0.41% Add +11.0% 172,743 $7.5M
Integrated Wealth Concepts LLC 0.08% Add +30.8% 157,605 $6.8M
Cwm, LLC 0.03% Add +6.8% 153,688 $6.6M
Osaic Holdings, Inc. 0.01% Reduce -22.5% 151,632 $6.6M
Genesee Capital Advisors, LLC 3.04% Add +2.0% 151,263 $6.5M
Systematic Alpha Investments, LLC 0.24% No change 147,601 $6.4M
U.S. Capital Wealth Advisors, LLC 0.19% Reduce -2.4% 143,095 $6.2M
BIP Wealth, LLC 0.41% Reduce -2.8% 142,703 $6.2M
Janney Montgomery Scott LLC 0.02% Add +5.3% 130,288 $5.6M
Crescent Grove Advisors, LLC 0.55% Add +2.9% 128,468 $5.6M
Curi Capital, LLC 0.13% No change 127,750 $5.5M
Cambridge Investment Research Advisors, Inc. 0.02% Add +7.9% 126,983 $5.5M
Northwestern Mutual Wealth Management Co. 0.00% Add +4.4% 121,292 $5.2M
Stifel Financial Corp. 0.01% Add +1.7% 120,425 $5.2M
Mariner, LLC 0.01% Reduce -26.9% 118,690 $5.1M
Heartwood Wealth Advisors LLC 0.55% Reduce -0.1% 112,977 $4.9M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +84.7% 111,900 $4.8M
Calton & Associates, Inc. 2.12% Add +72.8% 111,184 $4.8M
Venture Visionary Partners LLC 0.20% Add +0.1% 108,281 $4.7M
NewEdge Advisors, LLC 0.02% Add +11.5% 95,098 $4.1M
Private Advisor Group, LLC 0.02% Reduce -9.2% 95,073 $4.1M
CGN Advisors LLC 0.39% Reduce -3.6% 93,418 $4.0M
Corient Private Wealth LP 0.01% Reduce -12.5% 91,248 $3.9M
AE Wealth Management LLC 0.03% Add +10.9% 90,721 $3.9M
MML Investors Services, LLC 0.01% Reduce -0.7% 89,574 $3.9M
Mesirow Financial Investment Management, Inc. 0.07% Add +5.8% 86,804 $3.8M
Western Wealth Management, LLC 0.19% Reduce -0.4% 83,806 $3.6M
Renaissance Technologies 0.01% Add +70.7% 83,800 $3.6M
Ashton Thomas Private Wealth, LLC 0.14% New 83,570 $3.6M
Independent Wealth Network Inc. 1.46% Add +3.8% 83,003 $3.6M
NorthCrest Asset Manangement, LLC 0.10% Reduce -0.3% 80,444 $3.5M
First PREMIER Bank 0.88% Add +3.3% 79,483 $3.4M
Advisor OS, LLC 0.39% Reduce -0.6% 78,850 $3.4M
Global Strategic Investment Solutions, LLC 0.39% Add +0.8% 77,304 $3.3M
Texas Yale Capital Corp. 0.13% Add +76.9% 76,207 $3.3M
EP Wealth Advisors, LLC 0.03% Add +112.3% 76,155 $3.3M
Innovative Wealth Building LLC 2.97% — 75,976 $3.3M
Farrow Financial, Inc. 2.10% Reduce -1.1% 75,375 $3.2M
SteelPeak Wealth, LLC 0.13% New 74,744 $3.2M
Elite Financial, Inc. 1.74% — 74,081 $3.2M
Gunma Bank,Ltd. 1.03% Reduce -4.0% 72,000 $3.1M
Apollon Wealth Management, LLC 0.07% Add +10.4% 71,362 $3.1M
Mission Wealth Management, LP 0.07% Add +1.1% 68,116 $2.9M
Lido Advisors, LLC 0.02% Add +87.5% 67,782 $2.9M
Gateway Wealth Partners, LLC 0.75% Reduce -0.6% 66,576 $2.9M
&partners 0.03% Add +2.3% 65,394 $2.8M
Geneos Wealth Management Inc. 0.10% Add +10.6% 65,244 $2.8M
Rockefeller Capital Management L.P. 0.01% Reduce -2.7% 65,138 $2.8M
Financial Engines Advisors L.L.C. 0.01% Add +2.0% 64,650 $2.8M
Wedbush Securities Inc. 0.10% Reduce -4.4% 63,983 $2.8M
White Pine Capital LLC 0.93% Reduce -1.9% 63,678 $2.8M
Assetmark, Inc. 0.01% Add +13.1% 62,000 $2.7M
Creative Planning 0.00% Add +9.1% 61,874 $2.7M
HighTower Advisors, LLC 0.00% Reduce -0.4% 61,453 $2.7M
Captrust Financial Advisors 0.01% Reduce -4.5% 60,421 $2.6M
Castleview Partners, LLC 1.39% Reduce -1.0% 59,672 $2.6M
Wealthspire Advisors, LLC 0.02% Add +1.1% 57,674 $2.5M
Trajan Wealth LLC 0.14% Reduce -2.4% 57,632 $2.5M
Equitable Holdings, Inc. 0.02% Reduce -1.8% 55,728 $2.4M
Sanctuary Advisors, LLC 0.02% Reduce -9.7% 53,770 $2.4M
Jefferies Financial Group Inc. 0.03% Add +1.1% 53,840 $2.3M
Allworth Financial LP 0.01% Reduce -9.5% 53,391 $2.3M
Pathstone Holdings, LLC 0.01% Add +21.1% 51,635 $2.2M
D.A. Davidson & Co. 0.02% Add +43.7% 49,876 $2.2M

"% 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 457 holders