SS SPDR P S&P 500 Hi Div ETFSPYDETF

13F holders, Q1 2025 (March 31)
462holders +5
44new positions
39sold out
1famous investor
$44.25avg. 13F price*

At the end of Q1 2025, 462 institutions reported holding SS SPDR P S&P 500 Hi Div ETF (SPYD) in their 13F filings, up 5 from Q4 2024. 44 opened new positions and 39 sold out. The largest holders were Meiji Yasuda Life Insurance Co ($468.8M), LPL Financial LLC ($183.5M) and Bank of America Corp. ($137.8M). One famous investor held it 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 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions44$18.2M
Exits39$22.1M

All 13F filers, Q4 2024 → Q1 2025: 2,517,783 shares bought and 3,888,855 shares sold, net −1,371,072 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 462 holders

Meiji Yasuda Life Insurance Co 9.36% No change 10,592,146 $468.8M
LPL Financial LLC 0.07% Add +8.8% 4,146,390 $183.5M
Bank of America Corp. 0.01% Reduce -1.0% 3,114,448 $137.8M
Ameriprise Financial Inc. 0.03% Add +1.1% 2,868,008 $126.9M
SBI Securities Co., Ltd. 2.25% Add +1.9% 1,527,178 $67.6M
Morgan Stanley 0.00% Add +1.9% 1,511,865 $66.9M
Wells Fargo & Company 0.01% Add +58.7% 1,239,833 $54.9M
First Command Advisory Services, Inc. 0.35% Add +7.4% 835,116 $37.0M
Auto-Owners Insurance Co 0.83% Reduce -74.4% 701,100 $31.4M
Envestnet Asset Management Inc. 0.01% Add +1.2% 630,571 $27.9M
UBS Group AG 0.01% Reduce -5.8% 624,408 $27.6M
Bank of New York Mellon Corp 0.00% Reduce -3.0% 561,085 $24.8M
Commonwealth Equity Services, LLC 0.03% Add +6.2% 555,152 $24.6M
Royal Bank of Canada 0.01% Reduce -13.3% 526,565 $23.3M
Curran Financial Partners, LLC 5.14% Add +10.9% 472,862 $20.9M
Raymond James Financial Inc. 0.01% Add +5.1% 459,350 $20.3M
Alliancebernstein L.P. 0.01% Reduce -11.4% 399,297 $17.7M
Barry Investment Advisors, LLC 4.20% Add +3.2% 357,018 $15.8M
Vestmark Advisory Solutions, Inc. 0.36% Reduce -16.0% 318,773 $14.1M
JPMorgan Chase & Co. 0.00% Reduce -3.8% 313,019 $13.9M
Dakota Wealth Management 0.32% Add +5.9% 309,340 $13.7M
Focus Partners Wealth 0.03% Reduce -0.3% 281,896 $12.5M
Wealthfront Advisers LLC 0.03% Add +11.8% 267,594 $11.8M
Financial Gravity Asset Management, Inc. 2.54% — 263,549 $11.7M
Goldman Sachs Group Inc. 0.00% Reduce -10.7% 258,930 $11.5M
Waterloo Capital, L.P. 0.96% Reduce -22.6% 233,033 $10.3M
Cercano Management LLC 0.28% No change 217,913 $9.6M
SWS Partners 3.13% Reduce -1.8% 215,348 $9.5M
Osaic Holdings, Inc. 0.02% Add +33.6% 202,573 $9.0M
Keystone Financial Planning, Inc. 2.59% Add +1.1% 196,552 $8.7M
Cowa, LLC 3.70% Add +2.6% 195,517 $8.7M
First Hawaiian Bank 1.26% Reduce -4.3% 195,322 $8.6M
Elite Financial, Inc. 4.49% Add +159.0% 191,884 $8.5M
Cetera Investment Advisers 0.02% Add +9.8% 190,733 $8.4M
BNP Paribas Financial Markets 0.01% Reduce -10.9% 189,951 $8.4M
Truist Financial Corp. 0.01% Add +3.1% 189,714 $8.4M
StoneX Group Inc. 0.45% Add +7.3% 185,380 $8.2M
WealthPlan Investment Management, LLC 0.74% Reduce -45.2% 170,386 $7.5M
Private Advisor Group, LLC 0.04% Add +76.4% 167,704 $7.4M
Integrated Wealth Concepts LLC 0.08% Reduce -4.0% 151,297 $6.7M
Mariner, LLC 0.01% Add +25.1% 148,419 $6.6M
Cwm, LLC 0.03% Reduce -3.5% 148,375 $6.6M
Systematic Alpha Investments, LLC 0.25% No change 147,601 $6.5M
Genesee Capital Advisors, LLC 3.22% Reduce -3.8% 145,461 $6.4M
Janney Montgomery Scott LLC 0.02% Add +7.3% 139,868 $6.2M
U.S. Capital Wealth Advisors, LLC 0.19% Reduce -2.3% 139,767 $6.2M
BIP Wealth, LLC 0.39% Reduce -4.1% 136,904 $6.1M
Cambridge Investment Research Advisors, Inc. 0.02% Add +7.5% 136,532 $6.0M
Banque Cantonale Vaudoise 0.27% — 136,265 $6.0M
Crescent Grove Advisors, LLC 0.62% Add +4.5% 134,279 $5.9M
Curi Capital, LLC 0.14% No change 127,750 $5.7M
Gunma Bank,Ltd. 1.74% Add +70.0% 122,394 $5.4M
Stifel Financial Corp. 0.01% Add +1.1% 121,719 $5.4M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -2.8% 117,864 $5.2M
Heartwood Wealth Advisors LLC 0.58% Add +1.0% 114,140 $5.1M
Calton & Associates, Inc. 1.14% Add +1.2% 112,503 $5.0M
Venture Visionary Partners LLC 0.20% Add +1.4% 109,761 $4.9M
Jefferies Financial Group Inc. 0.09% Add +99.0% 107,161 $4.7M
Mesirow Financial Investment Management, Inc. 0.08% Add +12.9% 98,018 $4.3M
NewEdge Advisors, LLC 0.03% Add +3.0% 97,910 $4.3M
Corient Private Wealth LP 0.01% Add +6.9% 97,509 $4.3M
CGN Advisors LLC 0.42% Add +2.7% 95,936 $4.2M
Allworth Financial LP 0.02% Add +89.3% 101,058 $4.2M
AE Wealth Management LLC 0.03% Add +0.8% 91,446 $4.0M
Independent Wealth Network Inc. 1.51% Add +2.6% 85,135 $3.8M
MML Investors Services, LLC 0.01% Reduce -5.9% 84,261 $3.7M
Waverly Advisors, LLC 0.04% Add +590.4% 82,541 $3.7M
Avantax Advisory Services, Inc. 0.02% Add +228.7% 81,386 $3.6M
First PREMIER Bank 0.91% Add +1.5% 80,692 $3.6M
Lido Advisors, LLC 0.02% Add +16.0% 78,651 $3.5M
Ashton Thomas Private Wealth, LLC 0.13% Reduce -6.6% 78,060 $3.5M
Global Strategic Investment Solutions, LLC 0.40% Add +0.6% 77,741 $3.4M
Creative Planning 0.00% Add +23.4% 76,369 $3.4M
Farrow Financial, Inc. 2.26% Add +0.9% 76,064 $3.4M
Geneos Wealth Management Inc. 0.11% Add +16.5% 76,031 $3.4M
HighTower Advisors, LLC 0.00% Add +21.6% 74,703 $3.3M
&partners 0.03% Add +11.5% 72,902 $3.2M
Trajan Wealth LLC 0.17% Add +19.6% 68,941 $3.1M
Innovative Wealth Building LLC 2.80% Reduce -9.5% 68,743 $3.0M
Mission Wealth Management, LP 0.08% Add +0.2% 68,266 $3.0M
EP Wealth Advisors, LLC 0.02% Reduce -10.4% 68,253 $3.0M
Gateway Wealth Partners, LLC 0.66% Add +0.3% 66,806 $3.0M
D.A. Davidson & Co. 0.02% Add +31.1% 65,383 $2.9M
Greenberg Financial Group 1.18% — 61,994 $2.8M
Assetmark, Inc. 0.01% Add +2.5% 63,568 $2.8M
Castleview Partners, LLC 1.90% Add +6.3% 63,408 $2.8M
White Pine Capital LLC 0.97% Reduce -0.5% 63,386 $2.8M
Daiwa Securities Group Inc. 0.01% Reduce -68.3% 63,167 $2.8M
Wedbush Securities Inc. 0.10% Reduce -2.2% 62,554 $2.8M
Financial Engines Advisors L.L.C. 0.01% Reduce -3.3% 62,500 $2.8M
United Capital Financial Advisors, LLC 0.02% New 61,051 $2.7M
Rockefeller Capital Management L.P. 0.01% Reduce -7.1% 60,488 $2.7M
Captrust Financial Advisors 0.01% Reduce -2.4% 59,004 $2.6M
Wealthspire Advisors, LLC 0.02% Add +0.9% 58,223 $2.6M
Two Sigma Investments, LP 0.01% New 57,000 $2.5M
Pathstone Holdings, LLC 0.01% Add +0.1% 51,710 $2.3M
Citigroup Inc. 0.00% Add +137.9% 51,564 $2.3M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -53.9% 51,600 $2.3M
Sanctuary Advisors, LLC 0.02% Reduce -8.4% 49,276 $2.2M
Equitable Holdings, Inc. 0.02% Reduce -12.1% 49,015 $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 462 holders