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
Baird Financial Group, Inc. 0.00% Reduce -0.4% 49,314 $2.1M
Wealth Enhancement Advisory Services, LLC 0.00% Add +188.0% 48,160 $2.1M
IFG Advisory, LLC 0.12% Add +1.1% 46,985 $2.0M
Dumont & Blake Investment Advisors LLC 0.52% Add +12.9% 44,726 $1.9M
Regal Investment Advisors LLC 0.14% Add +8.6% 44,139 $1.9M
McAdam, LLC 0.10% Add +6.5% 43,826 $1.9M
Wealth Advisory Solutions, LLC 0.52% Add +3.4% 43,222 $1.9M
Aptus Capital Advisors, LLC 0.02% Reduce -1.3% 42,530 $1.8M
Kingswood Wealth Advisors, LLC 0.14% New 42,171 $1.8M
FMR LLC 0.00% Add +164.1% 40,996 $1.8M
Great Valley Advisor Group, Inc. 0.04% Add +31.0% 40,731 $1.8M
Proathlete Wealth Management LLC 0.66% No change 40,384 $1.7M
Tobias Financial Advisors, Inc. 0.35% Reduce -4.4% 40,315 $1.7M
Guardian Wealth Advisors, LLC / NC 0.14% Reduce -1.4% 40,305 $1.7M
Thrive Capital Management, LLC 0.76% Add +59.1% 38,458 $1.7M
Mercer Global Advisors Inc. 0.00% Add +3.8% 38,312 $1.7M
Quadcap Wealth Management, LLC 0.24% Reduce -3.2% 37,858 $1.6M
Kagan Cocozza Asset Management 1.33% — 37,003 $1.6M
Farther Finance Advisors, LLC 0.06% Reduce -7.4% 36,842 $1.6M
Stephens Inc. 0.02% Add +1.9% 36,430 $1.6M
Balentine LLC 0.06% Reduce -25.5% 36,411 $1.6M
Private Wealth Group, LLC 0.76% No change 35,908 $1.6M
Freedom Investment Management, Inc. 0.13% Reduce -11.7% 35,847 $1.6M
Kestra Advisory Services, LLC 0.01% Add +10.9% 35,278 $1.5M
Comerica Bank 0.01% Add +66.3% 35,195 $1.5M
Bank of Montreal 0.00% Reduce -1.9% 34,798 $1.5M
Flow Traders U.S. LLC 0.06% Add +12.9% 34,544 $1.5M
Towercrest Capital Management 0.23% Reduce -6.5% 33,592 $1.5M
Quadrature Capital Ltd 0.03% New 32,727 $1.4M
Steward Partners Investment Advisory, LLC 0.01% Reduce -0.8% 31,712 $1.4M
EverSource Wealth Advisors, LLC 0.08% Add +8888.6% 31,460 $1.4M
Capstone Wealth Management Group, LLC 0.72% Add +2.4% 31,198 $1.3M
Sax Wealth Advisors, LLC 0.11% Reduce -7.7% 31,113 $1.3M
Rollins Financial Advisors, LLC 0.21% Add +453.9% 30,598 $1.3M
Kingsview Wealth Management, LLC 0.03% Add +54.7% 30,425 $1.3M
Bison Wealth, LLC 0.29% Add +0.5% 30,395 $1.3M
Stratos Wealth Partners, LTD. 0.02% Reduce -2.7% 30,315 $1.3M
Capital Advisory Group Advisory Services, LLC 0.46% Reduce -4.2% 29,673 $1.3M
1900 Wealth Management LLC 0.11% Reduce -8.2% 29,453 $1.3M
Alliance Wealth Management Group 0.34% Reduce -7.1% 29,312 $1.3M
Juncture Wealth Strategies, LLC 0.47% Add +1.4% 29,150 $1.3M
Arete Wealth Advisors, LLC 0.09% Add +121.5% 28,639 $1.2M
HBW Advisory Services LLC 0.13% Add +2.2% 28,473 $1.2M
Stanich Group LLC 0.91% — 28,247 $1.2M
Insight Advisors, LLC/ PA 0.21% Reduce -2.1% 27,962 $1.2M
Strategic Financial Concepts, LLC 0.23% Add +376.3% 27,194 $1.2M
Sonoma Private Wealth LLC 1.89% Reduce -13.6% 27,085 $1.2M
Austin Wealth Management, LLC 0.24% Add +0.1% 26,240 $1.2M
Country Club Bank 0.07% New 25,896 $1.1M
Atria Wealth Solutions, Inc. 0.01% Reduce -17.0% 25,715 $1.1M
Meridian Wealth Management, LLC 0.05% Add +0.0% 25,562 $1.1M
RDA Financial Network 0.32% Reduce -50.3% 25,538 $1.1M
Valeo Financial Advisors, LLC 0.03% Add +11.8% 25,081 $1.1M
Harbour Investments, Inc. 0.03% Reduce -3.0% 24,916 $1.1M
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +7.4% 22,473 $1.1M
ZEGA Investments, LLC 0.32% — 24,353 $1.1M
Avantax Advisory Services, Inc. 0.01% Reduce -0.4% 24,757 $1.1M
MBL Wealth, LLC 0.11% No change 24,500 $1.1M
MAI Capital Management 0.01% Add +0.1% 24,263 $1.0M
Cascade Investment Group, Inc. 0.73% Add +0.7% 23,491 $1.0M
Astoria Portfolio Advisors LLC. 0.36% Add +85.2% 23,607 $1.0M
Signature Wealth Management Group 0.40% New 23,228 $1.0M
LexAurum Advisors, LLC 0.20% Add +28.4% 23,115 $999K
Concurrent Investment Advisors, LLC 0.03% Add +11.7% 23,039 $996K
Balefire, LLC 0.33% Add +218.5% 22,671 $977K
Raab & Moskowitz Asset Management LLC 0.24% Add +32.6% 22,452 $971K
Silver Oak Securities, Incorporated 0.09% Add +20.3% 22,093 $950K
Foundations Investment Advisors, LLC 0.02% Add +10.7% 21,709 $939K
Citigroup Inc. 0.00% Reduce -76.2% 21,671 $937K
MGB Wealth Management, LLC 0.28% Add +1.6% 21,020 $909K
Code Waechter LLC 0.77% No change 20,283 $877K
Cambridge Advisors Inc. 0.19% No change 20,031 $866K
TruNorth Capital Management, LLC 0.24% No change 19,997 $865K
Independent Advisor Alliance 0.01% New 19,562 $846K
Beacon Bank & Trust 0.19% Add +1.1% 19,235 $832K
Citadel Advisors 0.00% New 19,007 $822K
Kohmann Bosshard Financial Services, LLC 0.10% Reduce -14.1% 18,909 $818K
Meeder Advisory Services, Inc. 0.05% New 18,597 $804K
Selective Wealth Management, Inc. 0.32% Reduce -3.1% 18,415 $792K
Financial Enhancement Group LLC 0.12% Add +62.5% 18,538 $790K
OneDigital Investment Advisors LLC 0.01% Reduce -16.5% 18,080 $782K
OneAscent Financial Services LLC 0.07% New 17,997 $778K
Hancock Whitney Corp. 0.02% No change 17,677 $764K
CreativeOne Wealth, LLC 0.02% Reduce -51.2% 17,672 $764K
Kovack Advisors, Inc. 0.07% Add +87.9% 17,640 $763K
Entrewealth, LLC 0.70% — 16,662 $757K
Tiller Private Wealth, Inc. 0.30% Reduce -5.1% 16,400 $709K
Wrapmanager Inc. 0.18% New 16,249 $703K
Pursue Wealth Partners LLC 0.40% No change 16,097 $696K
Walkner Condon Financial Advisors LLC 0.14% No change 16,068 $695K
Lindbrook Capital, LLC 0.06% Add +13.7% 15,915 $688K
Financial Insights, Inc. 0.26% Add +6.4% 15,840 $685K
Ameritas Advisory Services, LLC 0.02% Reduce -4.0% 15,821 $684K
Integrated Advisors Network LLC 0.03% Add +3.4% 15,633 $676K
Winnacle Wealth LLC 0.67% — 15,650 $675K
Park Avenue Securities LLC 0.01% Add +9.1% 15,476 $669K
Independent Financial Group, LLC 0.02% Reduce -34.5% 15,445 $668K
Bogart Wealth, LLC 0.03% Add +12.3% 15,370 $665K
DAVENPORT & Co LLC 0.00% Add +14.7% 15,299 $662K
L.M. Kohn & Company 0.17% Add +1.7% 15,275 $660K
Meriwether Wealth & Planning, LLC 0.47% — 15,157 $655K
Gladstone Institutional Advisory LLC 0.03% Reduce -6.3% 14,851 $642K
IHT Wealth Management, LLC 0.02% Add +22.2% 14,657 $634K
Savant Capital, LLC 0.01% Reduce -5.1% 14,630 $633K
FLC Capital Advisors 0.14% New 14,232 $615K
Mutual Advisors, LLC 0.02% Reduce -2.3% 13,996 $612K
Optima Capital LLC 0.42% — 14,040 $607K
FSC Wealth Advisors, LLC 0.39% Add +3.8% 14,019 $606K
Spire Wealth Management 0.02% Reduce -6.3% 14,004 $606K
Focused Wealth Management, Inc 0.08% Reduce -0.5% 13,780 $596K
NorthRock Partners, LLC 0.02% Add +0.2% 13,566 $587K
DRW Securities, LLC 0.04% Add +14.5% 13,301 $575K
Flagship Harbor Advisors, LLC 0.03% Add +2.1% 13,289 $575K
GC Wealth Management RIA, LLC 0.10% Reduce -6.6% 12,967 $561K
Ignite Planners, LLC 0.12% Add +15.6% 12,840 $557K
Prospera Financial Services Inc 0.01% Add +41.5% 12,470 $539K
Coppell Advisory Solutions LLC 0.08% Add +43.4% 12,525 $539K
Mission Creek Capital Partners, Inc. 0.12% Add +0.0% 12,336 $533K
Tidemark, LLC 0.20% Reduce -11.6% 12,152 $525K
Willis Johnson & Associates, Inc. 0.04% Reduce -6.6% 12,140 $525K
Susquehanna International Group, LLP 0.00% New 11,997 $519K
Waverly Advisors, LLC 0.01% Add +18.8% 11,956 $517K
Thompson David Blair 0.37% — 11,853 $513K
AlphaStar Capital Management, LLC 0.05% Add +85.2% 11,853 $513K
WCG Wealth Advisors LLC 0.03% Reduce -0.4% 11,682 $505K
Global Retirement Partners, LLC 0.01% Add +155.4% 11,482 $496K
Wealth Alliance Advisory Group, LLC 0.10% Add +44.1% 11,427 $494K
First Heartland Consultants, Inc. 0.05% Add +125.5% 11,308 $489K
Chicago Partners Investment Group LLC 0.02% Add +3.7% 11,030 $473K
Howard Financial Services, LTD. 0.06% Add +1.3% 10,848 $469K
Vantage Financial Partners, LLC 0.12% Reduce -57.1% 10,790 $467K
Eagle Global Advisors LLC 0.02% Add +10.3% 10,725 $464K
Optivise Advisory Services LLC 0.25% New 10,691 $462K
Oarsman Capital, Inc. 0.08% Reduce -7.0% 10,672 $461K
Thrivent Financial for Lutherans 0.00% Reduce -0.8% 9,899 $457K
CIBC Private Wealth Group LLC 0.00% Reduce -20.1% 10,594 $454K
Elwood & Goetz Wealth Advisory Group, LLC 0.11% No change 10,402 $450K
New Republic Capital, LLC 0.29% Reduce -11.5% 10,388 $449K
High Net Worth Advisory Group LLC 0.13% Add +0.6% 10,385 $449K
Two Sigma Securities, LLC 0.08% New 10,358 $448K
Brown Advisory Inc. 0.00% Add +12.5% 10,356 $448K
Trilogy Capital Inc. 0.02% Add +0.1% 10,355 $448K
Qube Research & Technologies Ltd 0.00% Add +516550.0% 10,333 $447K
Continuum Advisory, LLC 0.06% Reduce -1.2% 10,197 $441K
Sovereign Financial Group, Inc. 0.10% Add +8.7% 10,045 $434K
James Investment Research, Inc. 0.05% Add +26.4% 9,940 $430K
Detalus Advisors, LLC 0.14% Reduce -36.3% 9,859 $426K
Security National Bank 0.06% No change 9,759 $422K
Conservest Capital Advisors, Inc. 0.04% Reduce -9.5% 9,697 $419K
Altrius Capital Management Inc 0.11% Reduce -5.8% 9,672 $418K
SimpliFi, Inc. 0.19% Reduce -12.4% 9,620 $416K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -16.3% 9,617 $416K
Main Street Financial Solutions, LLC 0.04% Reduce -53.8% 9,585 $414K
Sage Advisory Services, Ltd.Co. 0.25% New 9,562 $413K
Napatree Capital LLC 0.24% No change 9,522 $412K
Vantage Investment Partners, LLC 0.04% Add +8.9% 9,495 $411K
NewSquare Capital LLC 0.03% Reduce -14.0% 9,406 $407K
First Trust Advisors LP 0.00% New 9,406 $407K
Jones Financial Companies LLLP 0.00% Add +65.2% 9,368 $405K
PFG Advisors 0.02% Add +8.2% 9,343 $404K
US Bancorp \de 0.00% Reduce -4.5% 9,340 $404K
World Investment Advisors 0.01% Add +0.1% 9,239 $400K
Sagespring Wealth Partners, LLC 0.01% — 9,220 $399K
Brighton Jones LLC 0.01% New 9,209 $398K
Choreo, LLC 0.01% Add +24.3% 9,218 $397K
Larson Financial Group LLC 0.02% Add +73.6% 9,015 $390K
Albion Financial Group 0.03% New 8,915 $385K
NTV Asset Management LLC 0.05% No change 8,800 $381K
Erickson Financial Group, LLC 0.27% Reduce -11.0% 8,683 $375K
Level Four Advisory Services, LLC 0.02% Reduce -15.5% 8,632 $373K
Norris Financial Group, LLC 0.18% Add +2.8% 8,631 $373K
Advisory Services Network, LLC 0.01% Reduce -4.1% 8,423 $364K
Signet Financial Management, LLC 0.05% Reduce -2.1% 8,409 $364K
Walter & Keenan Wealth Management LLC /in/ 0.11% Reduce -0.5% 8,377 $362K
Diversified Enterprises, LLC 0.03% Add +1.8% 8,331 $360K
Private Portfolio Partners LLC 0.07% Add +4.1% 8,200 $355K
Sigma Planning Corp 0.01% Add +0.1% 8,152 $352K
Navis Wealth Advisors, LLC 0.38% No change 8,130 $352K
Wealthcare Advisory Partners LLC 0.01% Add +79.2% 8,052 $348K
Chancellor Financial Group WB LP 0.28% — 7,996 $346K
XML Financial, LLC 0.03% Reduce -1.1% 7,857 $340K
Modern Wealth Management, LLC 0.01% Add +3.0% 7,617 $329K
Private Trust Co. NA 0.03% Reduce -25.3% 7,582 $328K
Arax Advisory Partners 0.02% New 7,495 $324K
Moloney Securities Asset Management, LLC 0.04% Reduce -2.0% 7,490 $324K
JT Stratford LLC 0.05% No change 7,475 $323K
International Assets Investment Management, LLC 0.03% New 7,480 $322K
CAP Partners, LLC 0.22% Reduce -19.5% 7,353 $318K
Concourse Financial Group Securities, Inc. 0.02% Add +442.2% 7,217 $315K
Leo Wealth, LLC 0.03% Reduce -5.8% 7,171 $310K
Iron Horse Wealth Management, LLC 0.10% Reduce -0.1% 7,152 $309K
Gerber Kawasaki Wealth & Investment Management 0.01% Reduce -13.1% 7,137 $309K
Brookstone Capital Management 0.00% Add +0.1% 7,090 $307K
Jane Street Group, LLC 0.00% Reduce -45.0% 6,936 $300K
Portland Financial Advisors Inc 0.80% — 6,859 $297K
Badgley Phelps Wealth Managers, LLC 0.01% No change 6,829 $295K
Blair William & Co. 0.00% No change 6,807 $294K
Traynor Capital Management, Inc. 0.02% Reduce -18.6% 6,785 $293K
Sandbox Financial Partners, LLC 0.10% No change 6,747 $292K
Rothschild Investment LLC 0.02% Add +0.6% 6,630 $287K
Wealth Watch Advisors, INC 0.18% — 6,573 $284K
Mainstream Capital Management LLC 0.20% Reduce -0.6% 6,535 $283K
Northwest Bancshares, Inc. 0.05% No change 6,448 $279K
Capital Asset Advisory Services LLC 0.01% Add +0.0% 6,362 $276K
Axxcess Wealth Management, LLC 0.01% Add +0.0% 6,362 $275K
Marex Group Ltd 0.00% New 6,309 $273K
Acas, LLC 0.20% Add +19.2% 6,215 $272K
AllSquare Wealth Management LLC 0.15% Add +7.9% 6,183 $267K
Beacon Bridge Wealth Partners, LLC 0.11% Reduce -1.7% 6,164 $267K
Maia Wealth LLC 0.06% New 5,957 $266K
Evercore Wealth Management, LLC 0.00% No change 5,969 $258K
Whittier Trust Co. 0.00% No change 5,842 $253K
Manhattan West Asset Management, LLC 0.07% New 5,779 $250K
WBH Advisory Inc. 0.02% No change 5,772 $250K
Ameritas Investment Partners, Inc. 0.01% Add +0.5% 5,772 $250K
Orion Porfolio Solutions, LLC 0.00% New 5,753 $249K
Orion Portfolio Solutions, LLC 0.00% New 5,753 $249K
Kestra Private Wealth Services, LLC 0.00% Reduce -80.0% 5,730 $248K
Stonehage Fleming Financial Services Holdings Ltd 0.01% New 5,700 $246K
Crews Bank & Trust 0.04% — 5,665 $245K
Bank of Nova Scotia 0.00% No change 5,620 $243K
Capital Investment Advisory Services, LLC 0.02% Add +0.4% 5,602 $242K
Cary Street Partners Financial LLC 0.01% — 5,502 $238K
Summit X, LLC 0.05% New 5,488 $237K
Alterna Wealth Management, Inc. 0.20% No change 5,398 $233K
Transform Wealth, LLC 0.01% No change 5,381 $233K
Centaurus Financial, Inc. 0.01% Add +0.4% 5,369 $232K
Optimum Investment Advisors 0.10% No change 5,339 $231K
GPS Wealth Strategies Group, LLC 0.03% Add +52.3% 5,318 $230K
Cornerstone Wealth Management, LLC 0.02% Reduce -6.8% 5,303 $229K
NorthCoast Asset Management LLC 0.00% Add +0.0% 5,293 $229K
MFG Wealth Management, Inc. 0.21% — 5,244 $227K
Graypoint LLC 0.01% No change 5,214 $225K
Perennial Investment Advisors, LLC 0.03% Add +0.4% 5,190 $224K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -70.7% 5,135 $222K
Brown Miller Wealth Management, LLC 0.08% No change 5,084 $220K
Coordinated Financial Services, Inc. 0.17% — 4,966 $215K
Nilsine Partners, LLC 0.02% No change 4,902 $212K
AssuredPartners Investment Advisors, LLC 0.04% — 4,889 $211K
Retirement Planning Co of New England, Inc. 0.10% Add +0.9% 4,880 $211K
Fortis Group Advisors, LLC 0.04% Reduce -10.3% 4,857 $210K
Householder Group Estate & Retirement Specialist, LLC 0.16% Reduce -69.5% 4,822 $208K
Accel Wealth Management 0.08% Add +0.5% 4,774 $206K
Northern Trust Corp. 0.00% New 4,758 $206K
Wealthspire Retirement, LLC 0.02% Add +1.3% 4,752 $205K
Mgo One Seven LLC 0.01% New 4,732 $205K
Mascagni Wealth Management, Inc. 0.20% — 4,595 $203K
Advisor Resource Council 0.15% New 4,690 $203K
Apollon Financial, LLC 0.05% New 4,679 $202K
Oppenheimer & Co. Inc. 0.00% New 4,667 $202K
Collaborative Wealth Managment Inc. 0.09% Reduce -0.7% 4,636 $200K
Caitlin John, LLC 0.12% Reduce -2.0% 4,035 $174K
Clear Investment Research, LLC 0.22% No change 4,032 $174K
Mowery & Schoenfeld Wealth Management, LLC 0.33% No change 3,950 $171K
Parallel Advisors, LLC 0.00% Reduce -5.4% 3,928 $170K
Jackson Hole Capital Partners, LLC 0.03% No change 3,460 $150K
O'shaughnessy Asset Management, LLC 0.00% Add +333200.0% 3,333 $144K
Atlas Capital Advisors Inc. 0.02% No change 3,207 $139K
Vermillion & White Wealth Management Group, LLC 0.10% No change 3,171 $137K
Fairscale Capital, LLC 0.11% No change 2,969 $128K
PNC Financial Services Group, Inc. 0.00% Reduce -37.1% 2,946 $127K
TD Waterhouse Canada Inc. 0.00% Reduce -5.2% 2,740 $118K
Tompkins Financial Corp. 0.01% No change 2,700 $117K
PSI Advisors, LLC 0.03% No change 2,600 $112K
City Holding Co. 0.02% Add +7.6% 2,575 $111K
North Star Investment Management Corp. 0.01% No change 2,345 $101K
Rialto Wealth Management, LLC 0.03% — 2,314 $100K
Van Hulzen Asset Management, LLC 0.01% New 2,206 $95K
LFA - Lugano Financial Advisors SA 0.06% Reduce -14.9% 2,043 $88K
FSA Wealth Management LLC 0.04% Add +1.3% 2,026 $88K
Tsfg, LLC 0.02% No change 2,000 $86K
CoreCap Advisors, LLC 0.00% Reduce -97.5% 1,948 $84K
Sunbelt Securities, Inc. 0.01% Add +28.2% 1,922 $83K
Peterson Wealth Services 0.02% Reduce -3.0% 1,877 $81K
Wood Tarver Financial Group, LLC 0.03% — 1,841 $79K
WASHINGTON TRUST Co 0.00% New 1,766 $76K
Colonial Trust Co / SC 0.01% New 1,751 $75K
Harbor Investment Advisory, LLC 0.01% No change 1,709 $74K
Anchor Investment Management, LLC 0.01% No change 1,500 $65K
Future Financial Wealth Managment LLC 0.05% No change 1,480 $64K
National Bank of Canada 0.00% No change 1,435 $62K
Capital Analysts, LLC 0.00% Reduce -27.6% 1,389 $60K
Clearstead Trust, LLC 0.01% No change 1,337 $58K
Howe & Rusling Inc. 0.00% Reduce -15.9% 1,316 $57K
Townsend Asset Management Corp. /NC/ 0.02% Add +1.3% 1,187 $51K
Trust Co. of Vermont 0.00% No change 1,160 $50K
Copia Wealth Management 0.05% — 1,125 $49K
CX Institutional 0.00% New 1,072 $46K
Global Trust Asset Management, LLC 0.02% Reduce -28.3% 1,065 $46K
Fourth Dimension Wealth, LLC 0.02% — 1,050 $45K
Wingate Wealth Advisors, Inc. 0.04% — 1,035 $45K
CBIZ Investment Advisory Services, LLC 0.00% Add +1.3% 1,022 $44K
Transce3nd, LLC 0.01% — 998 $43K
BlackRock, Inc. 0.00% Reduce -29.2% 967 $42K
Bellevue Asset Management, LLC 0.02% New 961 $42K
New England Capital Financial Advisors LLC 0.02% No change 931 $40K
Westend Capital Management, LLC 0.01% Reduce -21.1% 913 $39K
NBT Bank, N.A. 0.00% No change 880 $38K
Angeles Wealth Management, LLC 0.00% No change 830 $36K
Principal Securities, Inc. 0.00% Add +24.9% 823 $36K
Medallion Wealth Advisors, LLC 0.02% — 800 $35K
Sachetta, LLC 0.01% No change 800 $35K
Synergy Investment Management, LLC 0.01% — 766 $33K
Glen Eagle Advisors, LLC 0.01% No change 745 $32K
Brown Brothers Harriman & Co. 0.00% No change 717 $31K
WealthShield Partners, LLC 0.00% No change 717 $31K
Signaturefd, LLC 0.00% Add +13.9% 670 $29K
Pineridge Advisors LLC 0.01% No change 649 $28K
American Capital Advisory, LLC 0.01% No change 563 $24K
Russell Investments Group, Ltd. 0.00% Add +447.0% 547 $24K
Pathway Financial Advisers, LLC 0.01% No change 536 $23K
CVA Family Office, LLC 0.00% No change 463 $20K
Hoey Investments, Inc. 0.00% No change 400 $17K
NFSG Corp 0.00% Reduce -37.9% 395 $17K
Caldwell Sutter Capital, Inc. 0.01% No change 343 $15K
Decker Retirement Planning Inc. 0.01% — 312 $13K
Vermillion Wealth Management, Inc. 0.01% — 306 $13K
Arcadia Investment Management Corp. 0.00% No change 300 $13K
Golden State Wealth Management, LLC 0.00% — 283 $12K
Group One Trading LLC 0.00% New 280 $12K
SOA Wealth Advisors, LLC. 0.00% No change 250 $11K
Cape Investment Advisory, Inc. 0.00% No change 245 $11K
Richards, Merrill & Peterson, Inc. 0.01% — 220 $10K
Sage Mountain Advisors LLC 0.00% No change 216 $9K
VSM Wealth Advisory, LLC 0.00% — 200 $9K
Front Row Advisors LLC 0.00% No change 200 $9K
Key Financial Inc 0.00% No change 200 $9K
GAMMA Investing LLC 0.00% No change 200 $9K
Sound Income Strategies, LLC 0.00% Reduce -35.6% 197 $9K
Signature Resources Capital Management, LLC 0.01% No change 195 $8K
McIlrath & Eck, LLC 0.00% Reduce -31.6% 195 $8K
Logan Capital Management Inc. 0.00% New 181 $8K
Ameriflex Group, Inc. 0.00% — 176 $8K
AdvisorNet Financial, Inc 0.00% No change 155 $7K
Investment Counsel Co. of Nevada 0.01% — 120 $5K
Main Street Group, LTD 0.00% Add +1.8% 115 $5K
IFP Advisors, Inc 0.00% Reduce -85.7% 100 $4K
Centricity Wealth Management, LLC 0.00% — 50 $2K
Hantz Financial Services, Inc. 0.00% No change 53 $2K
Financial Freedom, LLC 0.00% No change 42 $2K
HHM Wealth Advisors, LLC 0.00% Reduce -54.5% 40 $2K
Kiker Wealth Management, LLC 0.00% — 36 $2K
Sugar Maple Asset Management, LLC 0.00% New 30 $1K
Creative Financial Designs Inc. 0.00% Reduce -21.9% 25 $1K
Valley National Advisers Inc. 0.00% No change 31 $1K
Crewe Advisors LLC 0.00% No change 20 $855
Clark Wealth Partners 0.00% — 18 $778
Tucker Asset Management LLC 0.00% Add +166.7% 16 $692
GHP Investment Advisors, Inc. 0.00% New 12 $526
Ballast Advisors LLC 0.00% Add +9.1% 12 $498
Realta Investment Advisors 0.00% Reduce -99.0% 11 $467
Abound Wealth Management 0.00% No change 10 $443
Clearstead Advisors, LLC 0.00% No change 10 $433
Tower Research Capital LLC (TRC) 0.00% Add +125.0% 9 $389
Hexagon Capital Partners LLC 0.00% No change 6 $259
Human Investing LLC 0.00% New 3 $130
Concord Wealth Partners 0.00% No change 2 $86

"% 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.