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
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $18.2M |
| Exits | 39 | $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 |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.5% | 47,900 | $2.1M |
| IFG Advisory, LLC | 0.11% | Reduce -2.0% | 46,055 | $2.0M |
| Baird Financial Group, Inc. | 0.00% | Reduce -6.9% | 45,908 | $2.0M |
| Dumont & Blake Investment Advisors LLC | 0.56% | Add +0.7% | 45,040 | $2.0M |
| Regal Investment Advisors LLC | 0.16% | Add +1.1% | 44,602 | $2.0M |
| Rollins Financial Advisors, LLC | 0.34% | Add +45.5% | 44,527 | $2.0M |
| Texas Yale Capital Corp. | 0.08% | Reduce -42.9% | 43,512 | $1.9M |
| FMR LLC | 0.00% | Add +5.6% | 43,308 | $1.9M |
| Wealth Advisory Solutions, LLC | 0.51% | Reduce -0.2% | 43,135 | $1.9M |
| McAdam, LLC | 0.12% | Reduce -2.2% | 42,870 | $1.9M |
| Aptus Capital Advisors, LLC | 0.02% | Add +0.0% | 42,539 | $1.9M |
| EverSource Wealth Advisors, LLC | 0.10% | Add +34.1% | 42,181 | $1.9M |
| Proathlete Wealth Management LLC | 0.65% | No change | 40,384 | $1.8M |
| Guardian Wealth Advisors, LLC / NC | 0.14% | Reduce -0.3% | 40,205 | $1.8M |
| Apollon Wealth Management, LLC | 0.04% | Reduce -45.3% | 39,037 | $1.7M |
| Western Wealth Management, LLC | 0.11% | Reduce -53.4% | 39,022 | $1.7M |
| Great Valley Advisor Group, Inc. | 0.04% | Reduce -4.9% | 38,725 | $1.7M |
| Stephens Inc. | 0.03% | Add +5.6% | 38,454 | $1.7M |
| Tobias Financial Advisors, Inc. | 0.32% | Reduce -8.6% | 36,865 | $1.6M |
| Kagan Cocozza Asset Management | 1.33% | Reduce -0.9% | 36,675 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +11.1% | 35,244 | $1.6M |
| Farther Finance Advisors, LLC | 0.04% | Reduce -4.1% | 35,342 | $1.6M |
| Comerica Bank | 0.01% | Reduce -1.2% | 34,774 | $1.5M |
| Towercrest Capital Management | 0.29% | Add +3.0% | 34,614 | $1.5M |
| Jane Street Group, LLC | 0.00% | Add +398.9% | 34,604 | $1.5M |
| Freedom Investment Management, Inc. | 0.13% | Reduce -5.4% | 33,902 | $1.5M |
| Quadcap Wealth Management, LLC | 0.22% | Reduce -10.5% | 33,888 | $1.5M |
| Sax Wealth Advisors, LLC | 0.11% | Add +8.4% | 33,723 | $1.5M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -15.0% | 32,578 | $1.4M |
| Bison Wealth, LLC | 0.13% | New | 34,122 | $1.4M |
| Kingsview Wealth Management, LLC | 0.03% | Add +1.4% | 30,847 | $1.4M |
| Alliance Wealth Management Group | 0.36% | Add +3.3% | 30,288 | $1.3M |
| 1900 Wealth Management LLC | 0.11% | Reduce -0.3% | 29,379 | $1.3M |
| Meridian Wealth Management, LLC | 0.06% | Add +14.8% | 29,350 | $1.3M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +25.9% | 29,008 | $1.3M |
| Stanich Group LLC | 0.94% | Add +2.0% | 28,814 | $1.3M |
| HBW Advisory Services LLC | 0.18% | Add +0.4% | 28,590 | $1.3M |
| Juncture Wealth Strategies, LLC | 0.49% | Reduce -2.7% | 28,368 | $1.3M |
| Wilkins Miller Wealth Management, LLC | 0.94% | New | 28,304 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -20.2% | 28,161 | $1.2M |
| Bank of Montreal | 0.00% | Reduce -21.2% | 27,406 | $1.2M |
| Insight Advisors, LLC/ PA | 0.21% | Reduce -3.2% | 27,061 | $1.2M |
| Harbour Investments, Inc. | 0.03% | Add +7.5% | 26,793 | $1.2M |
| ZEGA Investments, LLC | 0.35% | Add +9.6% | 26,688 | $1.2M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +1.7% | 26,157 | $1.2M |
| Strategic Financial Concepts, LLC | 0.22% | Reduce -4.0% | 26,112 | $1.2M |
| Austin Wealth Management, LLC | 0.23% | Add +4.7% | 27,479 | $1.1M |
| MBL Wealth, LLC | 0.12% | Add +5.1% | 25,746 | $1.1M |
| RDA Financial Network | 0.34% | Reduce -0.6% | 25,388 | $1.1M |
| Sonoma Private Wealth LLC | 1.55% | Reduce -6.5% | 25,318 | $1.1M |
| Valeo Financial Advisors, LLC | 0.03% | Reduce -0.4% | 24,987 | $1.1M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +10.3% | 24,800 | $1.1M |
| Cascade Investment Group, Inc. | 0.84% | Add +4.8% | 24,611 | $1.1M |
| Capital Advisory Group Advisory Services, LLC | 0.41% | Reduce -17.9% | 24,347 | $1.1M |
| MAI Capital Management | 0.01% | No change | 24,263 | $1.1M |
| Astoria Portfolio Advisors LLC. | 0.36% | Add +9.4% | 25,822 | $1.1M |
| Raab & Moskowitz Asset Management LLC | 0.27% | Add +7.6% | 24,152 | $1.1M |
| Capstone Wealth Management Group, LLC | 0.60% | Reduce -23.3% | 23,922 | $1.1M |
| MGB Wealth Management, LLC | 0.37% | Add +11.1% | 23,356 | $1.0M |
| LexAurum Advisors, LLC | 0.20% | Add +0.7% | 23,284 | $1.0M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -24.1% | 23,009 | $1.0M |
| Arete Wealth Advisors, LLC | 0.08% | Reduce -22.2% | 22,279 | $986K |
| Jones Financial Companies LLLP | 0.00% | Add +139.0% | 22,387 | $979K |
| Townsquare Capital LLC | 0.01% | New | 21,693 | $960K |
| Kingswood Wealth Advisors, LLC | 0.09% | Reduce -49.4% | 21,346 | $942K |
| CX Institutional | 0.03% | Add +1836.8% | 20,763 | $919K |
| Kovack Advisors, Inc. | 0.10% | Add +17.4% | 20,704 | $916K |
| Main Street Financial Solutions, LLC | 0.08% | Add +113.3% | 20,450 | $905K |
| Gladstone Institutional Advisory LLC | 0.04% | Add +37.1% | 20,360 | $901K |
| Atticus Wealth Management, LLC | 0.29% | New | 20,360 | $901K |
| Code Waechter LLC | 0.74% | No change | 20,283 | $898K |
| Silver Oak Securities, Incorporated | 0.08% | Reduce -7.9% | 20,347 | $890K |
| Cambridge Advisors Inc. | 0.19% | No change | 20,031 | $887K |
| TruNorth Capital Management, LLC | 0.22% | No change | 19,997 | $885K |
| Kohmann Bosshard Financial Services, LLC | 0.10% | Reduce -1.5% | 18,619 | $824K |
| Prospera Financial Services Inc | 0.02% | Add +47.7% | 18,423 | $815K |
| Meriwether Wealth & Planning, LLC | 0.53% | Add +21.0% | 18,344 | $812K |
| Balefire, LLC | 0.28% | Reduce -19.7% | 18,209 | $806K |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.4% | 18,156 | $804K |
| L.M. Kohn & Company | 0.20% | Add +15.8% | 17,681 | $783K |
| Hancock Whitney Corp. | 0.03% | No change | 17,677 | $782K |
| OneAscent Financial Services LLC | 0.05% | Reduce -1.6% | 17,713 | $782K |
| DAVENPORT & Co LLC | 0.00% | Add +14.2% | 17,465 | $773K |
| Selective Wealth Management, Inc. | 0.32% | Add +0.1% | 18,426 | $745K |
| Beacon Bank & Trust | 0.18% | Reduce -12.7% | 16,786 | $743K |
| Entrewealth, LLC | 0.56% | Reduce -0.4% | 16,594 | $734K |
| Collier Financial | 0.61% | New | 16,178 | $716K |
| Pursue Wealth Partners LLC | 0.43% | No change | 16,097 | $712K |
| Financial Insights, Inc. | 0.28% | Add +1.6% | 16,090 | $712K |
| Walkner Condon Financial Advisors LLC | 0.14% | No change | 16,068 | $711K |
| Bogart Wealth, LLC | 0.03% | Add +2.3% | 15,723 | $696K |
| Ameritas Advisory Services, LLC | 0.03% | Add +0.6% | 15,908 | $693K |
| Integrated Advisors Network LLC | 0.03% | Reduce -0.5% | 15,554 | $688K |
| Balentine LLC | 0.03% | Reduce -57.4% | 15,529 | $687K |
| Lindbrook Capital, LLC | 0.06% | Reduce -3.0% | 15,440 | $683K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -12.9% | 15,394 | $681K |
| Spire Wealth Management | 0.02% | Add +9.1% | 15,272 | $676K |
| Integrity Alliance, Llc. | 0.03% | New | 15,216 | $673K |
| Ignite Planners, LLC | 0.13% | Add +22.5% | 15,726 | $658K |
| Savant Capital, LLC | 0.01% | Add +0.1% | 14,640 | $648K |
| Park Avenue Securities LLC | 0.01% | Reduce -5.6% | 14,614 | $647K |
| Principle Wealth Partners LLC | 0.05% | New | 14,515 | $642K |
| FLC Capital Advisors | 0.14% | No change | 14,232 | $630K |
| Renaissance Technologies | 0.00% | Reduce -83.2% | 14,100 | $624K |
| Advisor Resource Council | 0.05% | Add +259.4% | 16,855 | $623K |
| Focused Wealth Management, Inc | 0.08% | Add +0.3% | 13,814 | $611K |
| NorthRock Partners, LLC | 0.02% | Add +0.2% | 13,590 | $602K |
| Optima Capital LLC | 0.38% | Reduce -3.4% | 13,570 | $601K |
| Trilogy Capital Inc. | 0.03% | Add +30.8% | 13,540 | $599K |
| Quadrature Capital Ltd | 0.01% | Reduce -58.7% | 13,512 | $598K |
| Independent Financial Group, LLC | 0.02% | Reduce -12.6% | 13,498 | $597K |
| Winnacle Wealth LLC | 0.55% | Reduce -14.2% | 13,421 | $594K |
| GC Wealth Management RIA, LLC | 0.11% | No change | 12,967 | $574K |
| FSC Wealth Advisors, LLC | 0.37% | Reduce -8.1% | 12,888 | $570K |
| J.W. Cole Advisors, Inc. | 0.02% | New | 12,678 | $561K |
| Mutual Advisors, LLC | 0.02% | Reduce -3.7% | 13,477 | $560K |
| Wealth Alliance Advisory Group, LLC | 0.12% | Add +9.9% | 12,557 | $556K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -5.7% | 12,530 | $555K |
| Mission Creek Capital Partners, Inc. | 0.13% | Add +0.0% | 12,338 | $546K |
| Tiller Private Wealth, Inc. | 0.23% | Reduce -25.5% | 12,215 | $541K |
| Willis Johnson & Associates, Inc. | 0.04% | Reduce -0.6% | 12,069 | $534K |
| NDWM LLC | 0.52% | New | 11,982 | $530K |
| Compound Planning, Inc. | 0.02% | New | 11,912 | $527K |
| James Investment Research, Inc. | 0.07% | Add +18.8% | 11,813 | $523K |
| WCG Wealth Advisors LLC | 0.04% | Add +0.0% | 11,683 | $517K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +21.0% | 11,638 | $515K |
| IHT Wealth Management, LLC | 0.02% | Reduce -21.8% | 11,465 | $507K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +99.5% | 11,434 | $506K |
| First Heartland Consultants, Inc. | 0.05% | Add +0.1% | 11,323 | $501K |
| Tidemark, LLC | 0.18% | Reduce -7.9% | 11,193 | $495K |
| Eagle Global Advisors LLC | 0.02% | Add +3.4% | 11,090 | $491K |
| Howard Financial Services, LTD. | 0.07% | Add +0.9% | 10,951 | $485K |
| Choreo, LLC | 0.01% | Add +18.4% | 10,918 | $483K |
| Continuum Advisory, LLC | 0.06% | Add +5.4% | 10,744 | $476K |
| Oarsman Capital, Inc. | 0.09% | Add +0.6% | 10,733 | $475K |
| Napatree Capital LLC | 0.27% | Add +12.1% | 10,677 | $473K |
| AlphaStar Capital Management, LLC | 0.05% | Reduce -10.2% | 10,649 | $471K |
| Plan Group Financial, LLC | 0.17% | New | 10,600 | $469K |
| Chicago Partners Investment Group LLC | 0.02% | Add +0.7% | 11,107 | $467K |
| Coppell Advisory Solutions LLC | 0.06% | Reduce -12.0% | 11,021 | $462K |
| High Net Worth Advisory Group LLC | 0.13% | Add +0.1% | 10,390 | $460K |
| Thrivent Financial for Lutherans | 0.00% | No change | 9,899 | $457K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.11% | Reduce -2.8% | 10,114 | $448K |
| Sovereign Financial Group, Inc. | 0.10% | Add +0.4% | 10,081 | $446K |
| Private Trust Co. NA | 0.05% | Add +32.9% | 10,075 | $446K |
| International Assets Investment Management, LLC | 0.04% | Add +33.6% | 9,992 | $442K |
| PFG Advisors | 0.02% | Add +6.4% | 9,937 | $440K |
| Sage Advisory Services, Ltd.Co. | 0.26% | Add +3.6% | 9,902 | $438K |
| Security National Bank | 0.08% | No change | 9,759 | $432K |
| SimpliFi, Inc. | 0.20% | Add +1.0% | 9,712 | $430K |
| DRW Securities, LLC | 0.04% | Reduce -27.0% | 9,709 | $430K |
| Vantage Investment Partners, LLC | 0.04% | No change | 9,495 | $420K |
| Conservest Capital Advisors, Inc. | 0.04% | Reduce -4.0% | 9,305 | $412K |
| Brighton Jones LLC | 0.01% | No change | 9,209 | $408K |
| World Investment Advisors | 0.01% | Reduce -1.4% | 9,108 | $403K |
| Daymark Wealth Partners, LLC | 0.02% | New | 9,097 | $403K |
| Altrius Capital Management Inc | 0.10% | Reduce -6.4% | 9,054 | $401K |
| Larson Financial Group LLC | 0.02% | Add +0.2% | 9,037 | $400K |
| Sigma Planning Corp | 0.01% | Add +10.8% | 9,035 | $400K |
| Erickson Financial Group, LLC | 0.29% | Add +2.6% | 8,906 | $394K |
| Brown Advisory Inc. | 0.00% | Reduce -14.4% | 8,865 | $392K |
| NTV Asset Management LLC | 0.05% | No change | 8,800 | $389K |
| US Bancorp \de | 0.00% | Reduce -6.0% | 8,777 | $388K |
| Detalus Advisors, LLC | 0.12% | Reduce -11.1% | 8,768 | $388K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -5.8% | 8,685 | $384K |
| Level Four Advisory Services, LLC | 0.02% | Add +0.6% | 8,683 | $384K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +6.8% | 8,601 | $381K |
| Diversified Enterprises, LLC | 0.03% | Add +1.2% | 8,434 | $373K |
| IFC Advisors LLC | 0.08% | New | 8,404 | $372K |
| Walter & Keenan Wealth Management LLC /in/ | 0.11% | No change | 8,377 | $371K |
| Navis Wealth Advisors, LLC | 0.35% | No change | 8,130 | $360K |
| Intrua Financial, LLC | 0.06% | New | 8,011 | $355K |
| Chancellor Financial Group WB LP | 0.29% | Add +0.1% | 8,002 | $354K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +139.7% | 7,990 | $354K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Add +15.8% | 7,911 | $350K |
| Optivise Advisory Services LLC | 0.20% | Reduce -26.0% | 7,909 | $350K |
| Ameriflex Group, Inc. | 0.14% | Add +4346.6% | 7,826 | $346K |
| Norris Financial Group, LLC | 0.16% | Reduce -10.1% | 7,758 | $343K |
| Moloney Securities Asset Management, LLC | 0.04% | Reduce -0.1% | 7,480 | $331K |
| JT Stratford LLC | 0.06% | No change | 7,475 | $331K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +44.6% | 7,425 | $329K |
| Arax Advisory Partners | 0.02% | Reduce -1.4% | 7,388 | $327K |
| Modern Wealth Management, LLC | 0.01% | Reduce -3.3% | 7,366 | $326K |
| NewSquare Capital LLC | 0.03% | Reduce -22.2% | 7,317 | $324K |
| First Trust Advisors LP | 0.00% | Reduce -22.2% | 7,317 | $324K |
| Money Concepts Capital Corp. | 0.02% | New | 7,280 | $322K |
| Wealth Watch Advisors, INC | 0.26% | Add +10.7% | 7,278 | $322K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | No change | 7,137 | $316K |
| Iron Horse Wealth Management, LLC | 0.10% | Reduce -0.3% | 7,129 | $316K |
| Signet Financial Management, LLC | 0.04% | Reduce -15.3% | 7,120 | $315K |
| Brookstone Capital Management | 0.00% | Reduce -0.5% | 7,055 | $312K |
| Advisory Services Network, LLC | 0.01% | Reduce -16.6% | 7,029 | $311K |
| Portland Financial Advisors Inc | 0.78% | No change | 6,859 | $304K |
| MFG Wealth Management, Inc. | 0.29% | Add +29.6% | 6,799 | $301K |
| Sandbox Financial Partners, LLC | 0.11% | No change | 6,747 | $299K |
| Rothschild Investment LLC | 0.02% | Add +0.4% | 6,659 | $295K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +17.0% | 6,554 | $290K |
| Beacon Bridge Wealth Partners, LLC | 0.12% | Add +5.1% | 6,479 | $287K |
| Northwest Bancshares, Inc. | 0.05% | No change | 6,448 | $285K |
| CAP Partners, LLC | 0.20% | Reduce -13.4% | 6,366 | $282K |
| Capital Asset Advisory Services LLC | 0.01% | No change | 6,362 | $282K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 6,362 | $282K |
| Marex Group Ltd | 0.01% | No change | 6,309 | $279K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 6,279 | $278K |
| Summit X, LLC | 0.06% | Add +14.3% | 6,274 | $278K |
| AllSquare Wealth Management LLC | 0.16% | No change | 6,183 | $274K |
| Virtue Capital Management, LLC | 0.03% | New | 6,055 | $268K |
| Crews Bank & Trust | 0.05% | Add +5.7% | 5,990 | $265K |
| Centaurus Financial, Inc. | 0.02% | Add +11.6% | 5,992 | $265K |
| Evercore Wealth Management, LLC | 0.00% | No change | 5,969 | $264K |
| Acas, LLC | 0.20% | No change | 6,215 | $260K |
| Manhattan West Asset Management, LLC | 0.07% | Add +0.3% | 5,799 | $257K |
| WBH Advisory Inc. | 0.02% | No change | 5,772 | $255K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -0.8% | 5,727 | $253K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.01% | No change | 5,700 | $252K |
| Two Sigma Securities, LLC | 0.04% | Reduce -45.0% | 5,695 | $252K |
| Apollon Financial, LLC | 0.06% | Add +21.4% | 5,679 | $251K |
| Bank of Nova Scotia | 0.00% | No change | 5,620 | $249K |
| NorthCoast Asset Management LLC | 0.00% | Add +5.2% | 5,570 | $246K |
| Cary Street Partners Financial LLC | 0.01% | No change | 5,502 | $244K |
| GPS Wealth Strategies Group, LLC | 0.03% | Add +3.2% | 5,488 | $243K |
| Consolidated Portfolio Review Corp | 0.04% | New | 5,437 | $241K |
| Alterna Wealth Management, Inc. | 0.18% | No change | 5,398 | $239K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +0.3% | 5,316 | $235K |
| Belpointe Asset Management LLC | 0.01% | New | 5,249 | $232K |
| Graypoint LLC | 0.01% | No change | 5,214 | $231K |
| Brown Miller Wealth Management, LLC | 0.08% | No change | 5,084 | $225K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -76.7% | 5,065 | $224K |
| Whittier Trust Co. | 0.00% | Reduce -13.8% | 5,039 | $223K |
| HUB Investment Partners, LLC | 0.01% | New | 5,034 | $223K |
| Cascades Capital Asset Management, LLC | 0.12% | New | 5,000 | $221K |
| Coordinated Financial Services, Inc. | 0.17% | — | 4,968 | $220K |
| Nilsine Partners, LLC | 0.02% | No change | 4,902 | $217K |
| Fortis Group Advisors, LLC | 0.04% | Add +0.3% | 4,871 | $216K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -93.5% | 4,852 | $215K |
| Wealthspire Retirement, LLC | 0.02% | Add +0.9% | 4,797 | $212K |
| Accel Wealth Management | 0.08% | Add +0.4% | 4,792 | $212K |
| Northern Trust Corp. | 0.00% | No change | 4,758 | $211K |
| Collaborative Wealth Managment Inc. | 0.10% | Add +2.6% | 4,756 | $211K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -18.0% | 4,720 | $209K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -18.0% | 4,720 | $209K |
| Oppenheimer & Co. Inc. | 0.00% | Add +1.1% | 4,719 | $209K |
| Retirement Planning Co of New England, Inc. | 0.10% | Reduce -4.1% | 4,682 | $207K |
| Catalyst Financial Partners LLC | 0.04% | New | 4,640 | $205K |
| Baker Avenue Asset Management, LP | 0.01% | New | 4,600 | $204K |
| Mascagni Wealth Management, Inc. | 0.20% | No change | 4,595 | $203K |
| Woodmont Investment Counsel LLC | 0.01% | New | 4,558 | $202K |
| Panoramic Investment Advisors, LLC | 0.14% | New | 4,543 | $201K |
| Register Financial Advisors LLC | 0.10% | New | 4,133 | $183K |
| Clear Investment Research, LLC | 0.24% | No change | 4,032 | $178K |
| WASHINGTON TRUST Co | 0.01% | Add +121.1% | 3,904 | $173K |
| Parallel Advisors, LLC | 0.00% | Reduce -0.7% | 3,900 | $173K |
| Jackson Hole Capital Partners, LLC | 0.03% | No change | 3,460 | $153K |
| Atlas Capital Advisors Inc. | 0.02% | No change | 3,207 | $142K |
| Fairscale Capital, LLC | 0.12% | No change | 2,969 | $131K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.1% | 2,948 | $130K |
| Wealth Preservation Advisors, LLC | 0.09% | — | 2,891 | $128K |
| Tompkins Financial Corp. | 0.01% | No change | 2,700 | $120K |
| AlphaCore Capital LLC | 0.01% | New | 2,670 | $118K |
| Optimum Investment Advisors | 0.06% | Reduce -50.6% | 2,639 | $117K |
| PSI Advisors, LLC | 0.04% | No change | 2,600 | $115K |
| City Holding Co. | 0.02% | No change | 2,575 | $114K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -11.8% | 2,416 | $106K |
| North Star Investment Management Corp. | 0.01% | No change | 2,345 | $104K |
| Rialto Wealth Management, LLC | 0.03% | No change | 2,314 | $102K |
| Sunbelt Securities, Inc. | 0.01% | Add +19.8% | 2,302 | $102K |
| Blair William & Co. | 0.00% | Reduce -66.4% | 2,288 | $101K |
| Peterson Wealth Services | 0.03% | Add +9.3% | 2,052 | $91K |
| FSA Wealth Management LLC | 0.04% | Add +1.0% | 2,046 | $91K |
| Tsfg, LLC | 0.02% | No change | 2,000 | $89K |
| Colonial Trust Co / SC | 0.01% | Add +14.9% | 2,012 | $88K |
| Wood Tarver Financial Group, LLC | 0.03% | No change | 1,841 | $81K |
| Capital Analysts, LLC | 0.00% | Add +25.2% | 1,739 | $77K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 1,709 | $76K |
| Vermillion & White Wealth Management Group, LLC | 0.05% | Reduce -47.2% | 1,674 | $74K |
| Wayfinding Financial, LLC | 0.03% | New | 1,648 | $72K |
| Anchor Investment Management, LLC | 0.01% | No change | 1,500 | $66K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 1,492 | $66K |
| Future Financial Wealth Managment LLC | 0.05% | No change | 1,480 | $66K |
| CoreCap Advisors, LLC | 0.00% | Reduce -25.9% | 1,443 | $64K |
| National Bank of Canada | 0.00% | No change | 1,435 | $63K |
| Clearstead Trust, LLC | 0.01% | No change | 1,337 | $59K |
| BlackRock, Inc. | 0.00% | Add +37.2% | 1,327 | $59K |
| Howe & Rusling Inc. | 0.00% | Reduce -5.5% | 1,244 | $55K |
| Trust Co. of Vermont | 0.00% | No change | 1,160 | $51K |
| Glen Eagle Advisors, LLC | 0.01% | Add +54.4% | 1,150 | $51K |
| Copia Wealth Management | 0.05% | No change | 1,125 | $50K |
| Fourth Dimension Wealth, LLC | 0.02% | No change | 1,050 | $46K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +1.0% | 1,032 | $46K |
| Westend Capital Management, LLC | 0.02% | Add +7.8% | 984 | $44K |
| Bellevue Asset Management, LLC | 0.02% | Add +1.0% | 971 | $43K |
| Townsend Asset Management Corp. /NC/ | 0.02% | Reduce -20.9% | 939 | $42K |
| New England Capital Financial Advisors LLC | 0.02% | No change | 931 | $41K |
| Westside Investment Management, Inc. | 0.01% | New | 900 | $40K |
| NBT Bank, N.A. | 0.00% | No change | 880 | $39K |
| Angeles Wealth Management, LLC | 0.00% | No change | 830 | $37K |
| Principal Securities, Inc. | 0.00% | No change | 823 | $36K |
| Sachetta, LLC | 0.01% | No change | 800 | $35K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 800 | $35K |
| Synergy Investment Management, LLC | 0.01% | Add +0.9% | 773 | $34K |
| LFA - Lugano Financial Advisors SA | 0.02% | Reduce -62.8% | 760 | $34K |
| AdvisorNet Financial, Inc | 0.00% | Add +387.1% | 755 | $33K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 717 | $32K |
| WealthShield Partners, LLC | 0.00% | No change | 717 | $32K |
| Pineridge Advisors LLC | 0.01% | No change | 649 | $29K |
| Albion Financial Group | 0.00% | Reduce -92.9% | 633 | $28K |
| N.E.W. Advisory Services LLC | 0.00% | New | 603 | $27K |
| Signaturefd, LLC | 0.00% | Reduce -10.3% | 601 | $27K |
| Valley National Advisers Inc. | 0.00% | Add +1754.8% | 575 | $25K |
| Lanark Financial, Inc. | 0.00% | — | 573 | $25K |
| American Capital Advisory, LLC | 0.01% | No change | 563 | $25K |
| Moser Wealth Advisors, LLC | 0.01% | New | 550 | $24K |
| Sound Income Strategies, LLC | 0.00% | Add +173.6% | 539 | $24K |
| Grey Ledge Advisors, LLC | 0.01% | New | 490 | $22K |
| CVA Family Office, LLC | 0.00% | No change | 463 | $20K |
| Transce3nd, LLC | 0.01% | Reduce -57.7% | 422 | $19K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 343 | $15K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 306 | $14K |
| Arcadia Investment Management Corp. | 0.00% | No change | 300 | $13K |
| Golden State Wealth Management, LLC | 0.00% | Add +1.8% | 288 | $13K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -49.7% | 275 | $12K |
| Coldstream Capital Management Inc. | 0.00% | New | 271 | $12K |
| Private Wealth Asset Management, LLC | 0.00% | — | 270 | $12K |
| Hoey Investments, Inc. | 0.00% | Reduce -34.0% | 264 | $12K |
| Decker Retirement Planning Inc. | 0.01% | Reduce -19.9% | 250 | $11K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 250 | $11K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 245 | $11K |
| NFSG Corp | 0.00% | Reduce -39.2% | 240 | $11K |
| Richards, Merrill & Peterson, Inc. | 0.01% | No change | 220 | $10K |
| Sage Mountain Advisors LLC | 0.00% | No change | 216 | $10K |
| Front Row Advisors LLC | 0.00% | No change | 200 | $9K |
| VSM Wealth Advisory, 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 |
| Signature Resources Capital Management, LLC | 0.01% | No change | 195 | $9K |
| McIlrath & Eck, LLC | 0.00% | No change | 195 | $9K |
| Smallwood Wealth Investment Management, LLC | 0.01% | New | 188 | $8K |
| Logan Capital Management Inc. | 0.00% | No change | 181 | $8K |
| DT Investment Partners, LLC | 0.00% | New | 137 | $6K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +1355.6% | 131 | $6K |
| Main Street Group, LTD | 0.00% | Add +0.9% | 116 | $5K |
| Carolinas Wealth Consulting LLC | 0.00% | New | 109 | $5K |
| Flaharty Asset Management, LLC | 0.00% | New | 103 | $5K |
| Costello Asset Management, INC | 0.00% | New | 100 | $4K |
| Centricity Wealth Management, LLC | 0.00% | Add +60.0% | 80 | $4K |
| Clearstead Advisors, LLC | 0.00% | Add +570.0% | 67 | $3K |
| Realta Investment Advisors | 0.00% | Add +390.9% | 54 | $2K |
| Hantz Financial Services, Inc. | 0.00% | Add +1.9% | 54 | $2K |
| Financial Freedom, LLC | 0.00% | No change | 42 | $2K |
| Asset Dedication, LLC | 0.00% | New | 41 | $2K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 40 | $2K |
| Ballast Advisors LLC | 0.00% | Add +208.3% | 37 | $2K |
| Crewe Advisors LLC | 0.00% | No change | 20 | $883 |
| Morse Asset Management, Inc | 0.00% | New | 18 | $814 |
| Tucker Asset Management LLC | 0.00% | No change | 16 | $712 |
| Integrity Financial Corp | 0.00% | New | 15 | $664 |
| GHP Investment Advisors, Inc. | 0.00% | No change | 12 | $543 |
| Abound Wealth Management | 0.00% | Add +10.0% | 11 | $478 |
| Hexagon Capital Partners LLC | 0.00% | No change | 6 | $266 |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -100.0% | 5 | $190 |
| Qube Research & Technologies Ltd | 0.00% | Reduce -100.0% | 2 | $89 |
| Concord Wealth Partners | 0.00% | No change | 2 | $89 |
"% 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.