SS SPDR P S&P 500 Hi Div ETFSPYDETF
13F holders, Q1 2026 (March 31)504holders +27
57new positions
28sold out
1famous investor
$45.51avg. 13F price*
At the end of Q1 2026, 504 institutions reported holding SS SPDR P S&P 500 Hi Div ETF (SPYD) in their 13F filings, up 27 from Q4 2025. 57 opened new positions and 28 sold out. The largest holders were LPL Financial LLC ($212.3M), Ameriprise Financial Inc. ($198.3M) and Bank of America Corp. ($152.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR P S&P 500 Hi Div ETF
- Filed as
- SPDR SERIES TRUST (Q1 2026)
- CUSIP
- 78468R788
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 57 | $20.8M |
| Exits | 28 | $485.5M |
All 13F filers, Q4 2025 → Q1 2026: 2,399,800 shares bought and 12,877,574 shares sold, net −10,477,774 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 504 holders
| LPL Financial LLC | 0.06% | Add +3.1% | 4,663,639 | $212.3M |
| Ameriprise Financial Inc. | 0.05% | Add +1.1% | 4,355,856 | $198.3M |
| Bank of America Corp. | 0.01% | Add +0.9% | 3,356,512 | $152.8M |
| Vantagepoint Investment Advisers LLC | 1.28% | Reduce -2.6% | 3,315,128 | $150.9M |
| Auto-Owners Insurance Co | 2.61% | No change | 2,740,000 | $124.8M |
| Morgan Stanley | 0.00% | Add +3.1% | 1,594,187 | $72.6M |
| SBI Securities Co., Ltd. | 1.85% | Reduce -3.2% | 1,479,156 | $67.3M |
| First Command Advisory Services, Inc. | 0.27% | Reduce -3.7% | 867,285 | $39.5M |
| UBS Group AG | 0.01% | Add +7.7% | 767,341 | $34.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +194.6% | 734,555 | $33.4M |
| Wells Fargo & Company | 0.01% | Reduce -2.6% | 695,744 | $31.7M |
| Commonwealth Equity Services, LLC | 0.04% | Add +3.0% | 557,902 | $25.4M |
| Curran Financial Partners, LLC | 4.53% | Add +7.0% | 556,216 | $25.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.8% | 516,736 | $23.5M |
| Raymond James Financial Inc. | 0.01% | Reduce -14.5% | 516,486 | $23.5M |
| Royal Bank of Canada | 0.00% | Reduce -10.2% | 474,540 | $21.6M |
| Alliancebernstein L.P. | 0.01% | Add +3.8% | 453,392 | $19.6M |
| Dakota Wealth Management | 0.39% | Add +8.7% | 392,068 | $17.8M |
| Cetera Investment Advisers | 0.02% | Add +9.0% | 341,655 | $15.6M |
| Osaic Holdings, Inc. | 0.02% | Reduce -1.9% | 339,086 | $15.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -29.7% | 334,552 | $15.2M |
| Focus Partners Wealth | 0.02% | Add +5.8% | 320,603 | $14.6M |
| Financial Gravity Asset Management, Inc. | 2.50% | Add +3.6% | 308,980 | $14.1M |
| Wealthfront Advisers LLC | 0.03% | Reduce -1.2% | 282,431 | $12.9M |
| BNP Paribas Financial Markets | 0.01% | Add +6.0% | 272,047 | $12.4M |
| Janney Montgomery Scott LLC | 0.03% | Add +3.7% | 243,434 | $11.1M |
| SWS Partners | 2.72% | Reduce -1.7% | 242,031 | $11.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.8% | 240,762 | $10.9M |
| Vestmark Advisory Solutions, Inc. | 0.12% | Reduce -1.7% | 232,596 | $10.6M |
| Cwm, LLC | 0.03% | Add +25.6% | 219,683 | $10.0M |
| Cercano Management LLC | 0.43% | No change | 217,913 | $9.9M |
| Truist Financial Corp. | 0.01% | Add +2.1% | 211,068 | $9.6M |
| StoneX Group Inc. | 0.50% | Reduce -4.5% | 205,362 | $9.3M |
| Keystone Financial Planning, Inc. | 2.39% | Add +2.2% | 196,319 | $8.9M |
| First Hawaiian Bank | 1.24% | No change | 195,322 | $8.9M |
| Elite Financial, Inc. | 3.93% | Reduce -0.6% | 192,761 | $8.8M |
| Stifel Financial Corp. | 0.01% | Add +8.9% | 191,158 | $8.7M |
| Cowa, LLC | 2.49% | Reduce -0.9% | 187,874 | $8.6M |
| Genesee Capital Advisors, LLC | 3.17% | Reduce -0.1% | 166,290 | $7.6M |
| Daiwa Securities Group Inc. | 0.02% | Add +160.5% | 162,306 | $7.4M |
| Waterloo Capital, L.P. | 0.50% | Add +4.9% | 156,327 | $7.1M |
| Systematic Alpha Investments, LLC | 0.24% | No change | 147,601 | $6.7M |
| Mesirow Financial Investment Management, Inc. | 0.11% | Add +71.9% | 146,506 | $6.7M |
| Crescent Grove Advisors, LLC | 0.65% | Add +4.8% | 144,929 | $6.6M |
| Gateway Wealth Partners, LLC | 0.25% | Add +95.3% | 141,552 | $6.4M |
| Total Clarity Wealth Management, Inc. | 1.44% | Reduce -24.1% | 134,597 | $6.1M |
| Calton & Associates, Inc. | 0.84% | Reduce -2.3% | 127,924 | $5.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -4.0% | 127,459 | $5.8M |
| CGN Advisors LLC | 0.45% | Add +8.1% | 125,727 | $5.7M |
| Curi Capital, LLC | 0.10% | No change | 124,700 | $5.7M |
| Jefferies Financial Group Inc. | 0.07% | Add +4.6% | 120,329 | $5.5M |
| Venture Visionary Partners LLC | 0.18% | Add +9.7% | 119,055 | $5.4M |
| AE Wealth Management LLC | 0.03% | Add +0.5% | 115,920 | $5.3M |
| NewEdge Advisors, LLC | 0.02% | Add +2.1% | 115,646 | $5.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -6.5% | 112,434 | $5.1M |
| BIP Wealth, LLC | 0.21% | Reduce -3.6% | 110,983 | $5.1M |
| Waverly Advisors, LLC | 0.04% | Reduce -2.4% | 107,923 | $4.9M |
| Allworth Financial LP | 0.02% | Reduce -0.6% | 104,906 | $4.8M |
| Banque Cantonale Vaudoise | 0.17% | Reduce -25.3% | 102,075 | $4.6M |
| HighTower Advisors, LLC | 0.00% | Add +22.9% | 97,917 | $4.5M |
| Mariner, LLC | 0.01% | Add +2.0% | 96,072 | $4.4M |
| Creative Planning | 0.00% | Reduce -5.9% | 93,908 | $4.3M |
| Asset One Wealth Management LLC | 0.47% | Add +46.6% | 91,181 | $4.2M |
| D.A. Davidson & Co. | 0.03% | Add +6.3% | 92,056 | $4.2M |
| Private Advisor Group, LLC | 0.02% | Add +2.0% | 90,780 | $4.1M |
| Corient Private Wealth LP | 0.01% | Reduce -7.7% | 88,535 | $4.0M |
| Western Wealth Management, LLC | 0.15% | Add +68.8% | 84,506 | $3.8M |
| Geneos Wealth Management Inc. | 0.09% | Add +6.5% | 83,726 | $3.8M |
| WealthPlan Investment Management, LLC | 0.20% | Reduce -16.3% | 80,756 | $3.7M |
| Ashton Thomas Private Wealth, LLC | 0.08% | Reduce -0.4% | 78,354 | $3.6M |
| Global Strategic Investment Solutions, LLC | 0.34% | Add +0.6% | 76,836 | $3.5M |
| PNC Financial Services Group, Inc. | 0.00% | Add +2870.1% | 76,005 | $3.5M |
| Rockefeller Capital Management L.P. | 0.01% | Add +4.3% | 75,915 | $3.5M |
| Heartwood Wealth Advisors LLC | 0.30% | Reduce -41.1% | 75,247 | $3.4M |
| White Pine Capital LLC | 0.91% | Reduce -0.6% | 73,372 | $3.3M |
| FMR LLC | 0.00% | Reduce -17.5% | 73,001 | $3.3M |
| World Investment Advisors | 0.05% | Reduce -8.1% | 70,800 | $3.2M |
| Financial Engines Advisors L.L.C. | 0.01% | No change | 68,319 | $3.1M |
| Nan Fung Trinity (hk) Ltd. | 0.34% | Add +48.0% | 67,500 | $3.1M |
| Captrust Financial Advisors | 0.01% | Reduce -0.9% | 66,591 | $3.0M |
| Independent Wealth Network Inc. | 0.88% | Reduce -32.4% | 64,645 | $2.9M |
| Trajan Wealth LLC | 0.12% | Reduce -0.1% | 64,205 | $2.9M |
| Tower Research Capital LLC (TRC) | 0.08% | Add +131.5% | 63,464 | $2.9M |
| Econ Financial Services Corp | 1.30% | New | 61,562 | $2.8M |
| Prospera Financial Services Inc | 0.04% | Reduce -1.9% | 60,791 | $2.8M |
| Jones Financial Companies LLLP | 0.00% | Add +27.8% | 60,808 | $2.7M |
| MML Investors Services, LLC | 0.01% | Reduce -26.4% | 59,812 | $2.7M |
| Phoenix Wealth Advisors | 1.07% | Reduce -2.9% | 59,264 | $2.7M |
| McAdam, LLC | 0.12% | Add +12.9% | 58,778 | $2.7M |
| Wealthspire Advisors, LLC | 0.02% | No change | 58,443 | $2.7M |
| First PREMIER Bank | 0.60% | Reduce -2.4% | 57,548 | $2.6M |
| Integrated Wealth Concepts LLC | 0.02% | Add +246.7% | 57,493 | $2.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -0.3% | 55,332 | $2.5M |
| Pathstone Holdings, LLC | 0.01% | Add +0.5% | 53,984 | $2.5M |
| Dumont & Blake Investment Advisors LLC | 0.61% | Add +4.2% | 53,277 | $2.4M |
| Wedbush Securities Inc. | 0.07% | Add +7.6% | 52,846 | $2.4M |
| Citizens Financial Group Inc. | 0.03% | Add +4.7% | 52,516 | $2.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +2963.7% | 52,359 | $2.4M |
| Sanctuary Advisors, LLC | 0.01% | Add +2.2% | 51,393 | $2.3M |
| Innovative Wealth Building LLC | 1.60% | Reduce -4.1% | 49,975 | $2.3M |
| Baird Financial Group, Inc. | 0.00% | Add +1.4% | 48,819 | $2.2M |
| Aptus Capital Advisors, LLC | 0.02% | Add +3.2% | 48,646 | $2.2M |
| MFG Wealth Management, Inc. | 1.83% | Add +1.0% | 48,586 | $2.2M |
| Texas Yale Capital Corp. | 0.06% | Add +0.0% | 48,511 | $2.2M |
| Regal Investment Advisors LLC | 0.13% | Reduce -2.5% | 48,361 | $2.2M |
| Assetmark, Inc. | 0.00% | Reduce -1.3% | 48,357 | $2.2M |
| Thrive Capital Management, LLC | 0.46% | Add +31.5% | 46,469 | $2.1M |
| V2 Financial group LLC | 0.98% | Add +61.3% | 46,152 | $2.1M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +34.2% | 45,572 | $2.1M |
| Lido Advisors, LLC | 0.01% | Reduce -37.0% | 44,276 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +20.1% | 43,860 | $2.0M |
| Farther Finance Advisors, LLC | 0.02% | Add +5.0% | 43,047 | $2.0M |
| Equitable Holdings, Inc. | 0.01% | Add +9.8% | 44,707 | $1.9M |
| Wealth Advisory Solutions, LLC | 0.43% | Add +0.7% | 42,201 | $1.9M |
| EverSource Wealth Advisors, LLC | 0.06% | Add +2.5% | 40,493 | $1.8M |
| Proathlete Wealth Management LLC | 0.51% | No change | 40,384 | $1.8M |
| Harbour Investments, Inc. | 0.03% | Add +19.7% | 39,974 | $1.8M |
| State Street Corp. | 0.00% | Reduce -18.9% | 39,768 | $1.8M |
| GTS Securities LLC | 0.06% | Reduce -27.3% | 39,710 | $1.8M |
| Towercrest Capital Management | 0.27% | Add +3.8% | 38,649 | $1.8M |
| Citadel Advisors | 0.00% | Add +5.9% | 38,046 | $1.7M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -6.8% | 37,169 | $1.7M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Reduce -73.5% | 36,856 | $1.7M |
| Fifth Third Bancorp | 0.00% | New | 36,738 | $1.7M |
| Guardian Wealth Advisors, LLC / NC | 0.11% | No change | 36,675 | $1.7M |
| Castleview Partners, LLC | 0.85% | Reduce -26.1% | 36,602 | $1.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -15.6% | 36,300 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1.1% | 35,999 | $1.6M |
| Albion Financial Group | 0.10% | Reduce -30.9% | 35,599 | $1.6M |
| MAI Capital Management | 0.01% | Add +9.7% | 35,320 | $1.6M |
| HBW Advisory Services LLC | 0.17% | Add +10.8% | 35,296 | $1.6M |
| Phillip James Consulting Co. | 1.22% | New | 16,962 | $1.6M |
| LexAurum Advisors, LLC | 0.21% | — | 34,931 | $1.6M |
| Gladstone Institutional Advisory LLC | 0.06% | Add +4.9% | 34,813 | $1.6M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +4.5% | 34,483 | $1.6M |
| Alliance Wealth Management Group | 0.34% | Add +4.2% | 34,056 | $1.6M |
| Kingsview Wealth Management, LLC | 0.02% | Add +7.2% | 33,972 | $1.5M |
| Mayflower Financial Advisors, LLC | 0.19% | New | 33,855 | $1.5M |
| Mercer Global Advisors Inc. | 0.00% | Add +2.1% | 33,100 | $1.5M |
| Decker Retirement Planning Inc. | 0.68% | Add +3.8% | 33,091 | $1.5M |
| Sage Capital Management, LLC | 0.71% | New | 33,066 | $1.5M |
| Tobias Financial Advisors, Inc. | 0.21% | Reduce -3.3% | 33,026 | $1.5M |
| Bison Wealth, LLC | 0.14% | Add +2.4% | 31,661 | $1.5M |
| Capstone Wealth Management Group, LLC | 0.62% | Add +6.2% | 32,372 | $1.5M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -47.2% | 32,315 | $1.5M |
| IHT Wealth Management, LLC | 0.03% | Reduce -16.7% | 30,611 | $1.4M |
| Strategic Financial Concepts, LLC | 0.34% | Add +40.9% | 30,220 | $1.4M |
| Roan Capital Partners | 1.25% | — | 29,766 | $1.4M |
| Meridian Wealth Management, LLC | 0.05% | Add +0.2% | 29,571 | $1.3M |
| Collier Financial | 1.02% | Add +14.3% | 29,486 | $1.3M |
| 1900 Wealth Management LLC | 0.09% | Add +0.0% | 29,437 | $1.3M |
| Juncture Wealth Strategies, LLC | 0.44% | Reduce -4.7% | 29,103 | $1.3M |
| Cascade Investment Group, Inc. | 0.84% | Add +6.5% | 28,049 | $1.3M |
| Two Sigma Securities, LLC | 0.15% | Add +14.6% | 27,998 | $1.3M |
| Quadcap Wealth Management, LLC | 0.14% | Reduce -7.9% | 27,245 | $1.2M |
| Insight Advisors, LLC/ PA | 0.23% | Reduce -4.2% | 27,113 | $1.2M |
| Bank of Montreal | 0.00% | Reduce -6.6% | 27,102 | $1.2M |
| Optima Capital LLC | 0.57% | Add +58.0% | 27,046 | $1.2M |
| Kingswood Wealth Advisors, LLC | 0.06% | Add +14.4% | 26,836 | $1.2M |
| MBL Wealth, LLC | 0.09% | No change | 26,000 | $1.2M |
| TMB Capital Partners, LLC | 0.39% | Add +2.0% | 25,728 | $1.2M |
| Stanich Group LLC | 0.89% | Add +2.6% | 25,723 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | Add +2.7% | 25,552 | $1.2M |
| Wilkins Miller Wealth Management, LLC | 0.69% | Reduce -7.6% | 24,940 | $1.1M |
| Kagan Cocozza Asset Management | 0.79% | Reduce -28.6% | 24,775 | $1.1M |
| Valeo Financial Advisors, LLC | 0.03% | Reduce -1.4% | 24,746 | $1.1M |
| Citigroup Inc. | 0.00% | Reduce -46.3% | 24,358 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -10.3% | 23,676 | $1.1M |
| Armstrong Advisory Group, Inc. | 0.07% | Add +7.5% | 23,599 | $1.1M |
| GC Wealth Management RIA, LLC | 0.04% | No change | 23,304 | $1.1M |
| Stephens Inc. | 0.01% | Reduce -15.0% | 22,652 | $1.0M |
| Leo Wealth, LLC | 0.07% | Add +73.8% | 22,495 | $1.0M |
| &partners | 0.01% | Add +68.5% | 22,301 | $1.0M |
| Independent Advisor Alliance | 0.01% | New | 22,139 | $1.0M |
| Sax Wealth Advisors, LLC | 0.05% | No change | 23,196 | $1.0M |
| Kovack Advisors, Inc. | 0.05% | Add +5.2% | 21,964 | $996K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 21,883 | $996K |
| Ridgecrest Wealth Partners, LLC | 0.55% | Add +9.8% | 21,835 | $994K |
| Savant Capital, LLC | 0.00% | Reduce -2.1% | 21,593 | $983K |
| Flow Traders U.S. LLC | 0.03% | Add +12.7% | 21,150 | $963K |
| Apella Capital, LLC | 0.01% | Add +217.0% | 20,525 | $952K |
| DAVENPORT & Co LLC | 0.01% | Add +5.7% | 20,754 | $945K |
| Atticus Wealth Management, LLC | 0.25% | Add +0.3% | 20,656 | $940K |
| FCG Investment Co | 0.41% | — | 20,651 | $940K |
| Code Waechter LLC | 0.55% | No change | 20,513 | $934K |
| Trilogy Capital Inc. | 0.04% | Add +6.1% | 20,125 | $916K |
| Silver Oak Securities, Incorporated | 0.06% | Add +0.2% | 19,507 | $888K |
| RDA Financial Network | 0.22% | Add +0.4% | 19,347 | $881K |
| Raab & Moskowitz Asset Management LLC | 0.19% | Reduce -0.5% | 18,665 | $850K |
| Advisory Services Network, LLC | 0.01% | Add +16.1% | 18,622 | $848K |
| Sonoma Private Wealth LLC | 1.04% | Add +3.7% | 18,563 | $845K |
| Main Street Financial Solutions, LLC | 0.06% | Reduce -2.5% | 18,466 | $841K |
| PFG Advisors | 0.04% | Add +3.2% | 18,460 | $840K |
| Hancock Whitney Corp. | 0.01% | No change | 17,677 | $832K |
| Heck Capital Advisors, LLC | 0.06% | Add +16.6% | 18,050 | $822K |
| Stokes Family Office, LLC | 0.08% | No change | 18,000 | $819K |
| Principal Securities, Inc. | 0.01% | Add +5.6% | 17,992 | $819K |
| Kohmann Bosshard Financial Services, LLC | 0.08% | Reduce -4.3% | 17,828 | $812K |
| Brown Advisory Inc. | 0.00% | Reduce -13.1% | 17,695 | $805K |
| TruNorth Capital Management, LLC | 0.15% | No change | 17,472 | $795K |
| Belpointe Asset Management LLC | 0.03% | Add +31.8% | 17,459 | $795K |
| Chicago Partners Investment Group LLC | 0.02% | Add +32.9% | 17,211 | $791K |
| Flagship Harbor Advisors, LLC | 0.03% | New | 17,275 | $786K |
| Cambridge Advisors Inc. | 0.15% | No change | 17,256 | $785K |
| Selective Wealth Management, Inc. | 0.23% | Reduce -0.2% | 16,739 | $775K |
| Financial Insights, Inc. | 0.25% | Reduce -0.6% | 16,990 | $773K |
| Park Avenue Securities LLC | 0.01% | Reduce -4.2% | 16,614 | $756K |
| CreativeOne Wealth, LLC | 0.02% | Add +16.2% | 16,383 | $746K |
| Beacon Bank & Trust | 0.15% | Add +12.4% | 16,219 | $738K |
| Walkner Condon Financial Advisors LLC | 0.10% | Reduce -0.1% | 16,069 | $731K |
| Harpswell Capital Advisors, LLC | 0.54% | No change | 16,000 | $728K |
| NDWM LLC | 0.46% | Add +29.4% | 15,633 | $712K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -45.7% | 15,573 | $709K |
| First Manhattan Co. Llc. | 0.00% | No change | 15,300 | $696K |
| Cerity Partners LLC | 0.00% | Add +17.6% | 15,019 | $684K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 15,000 | $683K |
| Centaurus Financial, Inc. | 0.03% | Add +202.7% | 14,668 | $668K |
| OneAscent Financial Services LLC | 0.04% | New | 14,606 | $665K |
| HighPoint Advisor Group LLC | 0.03% | Add +32.6% | 14,316 | $652K |
| FLC Capital Advisors | 0.12% | No change | 14,232 | $648K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +5.4% | 14,046 | $639K |
| Spire Wealth Management | 0.02% | Add +10.5% | 13,871 | $631K |
| Balefire, LLC | 0.12% | Reduce -6.2% | 13,846 | $630K |
| NorthRock Partners, LLC | 0.01% | Add +0.8% | 13,671 | $622K |
| Peregrine Asset Advisers, Inc. | 0.17% | Add +20.7% | 13,611 | $620K |
| Astoria Portfolio Advisors LLC. | 0.13% | Reduce -0.8% | 13,155 | $605K |
| Independent Financial Group, LLC | 0.01% | Reduce -4.1% | 13,197 | $601K |
| Austin Wealth Management, LLC | 0.13% | Reduce -38.4% | 12,956 | $592K |
| Virtue Capital Management, LLC | 0.09% | No change | 13,011 | $587K |
| Arete Wealth Advisors, LLC | 0.04% | No change | 12,805 | $582K |
| Advisor Resource Council | 0.23% | Add +17.0% | 12,755 | $581K |
| Atlas Legacy Advisors, LLC | 0.11% | No change | 12,713 | $579K |
| Ignite Planners, LLC | 0.09% | Add +0.1% | 12,695 | $578K |
| Crews Bank & Trust | 0.08% | Add +3.7% | 12,610 | $574K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.10% | Add +10.6% | 12,522 | $570K |
| Balentine LLC | 0.02% | Reduce -0.5% | 12,481 | $568K |
| Willis Johnson & Associates, Inc. | 0.03% | Add +3.7% | 12,259 | $558K |
| TD Waterhouse Canada Inc. | 0.00% | Add +147.6% | 12,288 | $558K |
| Sovereign Financial Group, Inc. | 0.10% | Add +18.1% | 12,161 | $554K |
| First Heartland Consultants, Inc. | 0.04% | Add +1.9% | 11,890 | $541K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +2.7% | 11,771 | $536K |
| WCG Wealth Advisors LLC | 0.01% | Add +2.6% | 11,726 | $534K |
| Ameritas Advisory Services, LLC | 0.02% | Add +1.1% | 11,689 | $532K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -6.1% | 11,661 | $531K |
| Ameriflex Group, Inc. | 0.27% | Reduce -5.8% | 11,573 | $527K |
| Focused Wealth Management, Inc | 0.05% | Reduce -1.9% | 11,539 | $525K |
| TCP Asset Management, LLC | 0.07% | New | 11,396 | $519K |
| Mission Creek Capital Partners, Inc. | 0.10% | No change | 11,361 | $517K |
| US Bancorp \de | 0.00% | Add +27.9% | 11,227 | $511K |
| Howard Financial Services, LTD. | 0.06% | No change | 11,194 | $510K |
| Financial Guidance Group, Inc. | 0.20% | Add +15.8% | 11,106 | $506K |
| Savvy Advisors, Inc. | 0.01% | Add +129.0% | 11,084 | $505K |
| Entrewealth, LLC | 0.23% | Reduce -2.8% | 11,033 | $502K |
| Wealth Alliance Advisory Group, LLC | 0.08% | No change | 10,972 | $499K |
| BlackRock, Inc. | 0.00% | Add +329.8% | 10,853 | $494K |
| AlphaStar Capital Management, LLC | 0.04% | Reduce -2.9% | 10,746 | $489K |
| Cache Advisors, LLC | 0.06% | No change | 10,673 | $486K |
| Sigma Planning Corp | 0.01% | Add +4.2% | 10,467 | $476K |
| Eagle Global Advisors LLC | 0.02% | Reduce -1.1% | 10,435 | $475K |
| Private Trust Co. NA | 0.04% | Reduce -0.1% | 10,394 | $473K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +6.2% | 10,384 | $473K |
| SimpliFi, Inc. | 0.19% | Add +1.0% | 10,164 | $463K |
| Parker Investment Management, LLC | 0.07% | Reduce -27.4% | 10,089 | $459K |
| Larson Financial Group LLC | 0.01% | Add +12.0% | 10,011 | $456K |
| AlphaCore Capital LLC | 0.01% | Add +38.0% | 9,999 | $455K |
| High Net Worth Advisory Group LLC | 0.11% | Add +0.6% | 9,926 | $452K |
| Johnson Wealth Management, LLC | 0.22% | Add +1.1% | 9,830 | $447K |
| Sage Advisory Services, Ltd.Co. | 0.24% | Reduce -7.0% | 9,811 | $447K |
| COFG Advisors, LLC | 0.11% | Add +1.0% | 9,814 | $447K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +63.0% | 9,802 | $446K |
| Endeavor Private Wealth, Inc. | 0.13% | Reduce -6.7% | 9,800 | $446K |
| Oarsman Capital, Inc. | 0.05% | Add +0.1% | 9,626 | $438K |
| Principle Wealth Partners LLC | 0.02% | Add +2.3% | 9,527 | $434K |
| Tidemark, LLC | 0.11% | New | 9,522 | $433K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -46.1% | 9,329 | $425K |
| Register Financial Advisors LLC | 0.16% | Add +17.3% | 9,271 | $422K |
| Erickson Financial Group, LLC | 0.26% | Add +0.6% | 9,184 | $418K |
| Brookstone Capital Management | 0.00% | Add +6.1% | 9,171 | $417K |
| Meriwether Wealth & Planning, LLC | 0.23% | Reduce -11.6% | 9,168 | $417K |
| JT Stratford LLC | 0.05% | No change | 9,098 | $414K |
| Signature Wealth Management Group | 0.16% | No change | 9,083 | $413K |
| Navis Wealth Advisors, LLC | 0.21% | Add +11.1% | 9,028 | $411K |
| Rollins Financial Advisors, LLC | 0.06% | Reduce -21.8% | 8,949 | $407K |
| Rothschild Investment LLC | 0.02% | Add +2.1% | 8,768 | $399K |
| Barry Investment Advisors, LLC | 0.09% | Reduce -97.7% | 8,699 | $396K |
| Koshinski Asset Management, Inc. | 0.02% | Add +1.1% | 8,586 | $391K |
| Conservest Capital Advisors, Inc. | 0.04% | Reduce -8.7% | 8,565 | $390K |
| Diversified Enterprises, LLC | 0.02% | Add +1.1% | 8,546 | $389K |
| Intrua Financial, LLC | 0.04% | Reduce -5.7% | 8,483 | $386K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -11.7% | 8,346 | $380K |
| Perspective Wealth Advisors LLC | 0.24% | Add +65.7% | 8,214 | $374K |
| IFC Advisors LLC | 0.05% | Add +2.0% | 8,153 | $371K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Add +2.8% | 8,132 | $370K |
| Red Wave Investments LLC | 0.11% | New | 8,049 | $366K |
| Carroll Advisory Group, LLC | 0.14% | Add +60.6% | 8,039 | $366K |
| Oakworth Capital, Inc. | 0.02% | No change | 8,000 | $364K |
| Security National Bank | 0.05% | No change | 7,950 | $362K |
| Walter & Keenan Wealth Management LLC /in/ | 0.10% | Reduce -4.9% | 7,797 | $355K |
| Tempo Wealth, LLC | 0.06% | Add +1.0% | 7,731 | $352K |
| KWB Wealth | 0.03% | Reduce -4.2% | 8,021 | $347K |
| Capital Asset Advisory Services LLC | 0.01% | Add +15.1% | 7,413 | $345K |
| NTV Asset Management LLC | 0.04% | Reduce -9.6% | 7,535 | $343K |
| Mutual Advisors, LLC | 0.01% | Reduce -4.9% | 7,505 | $342K |
| Wealthspire Retirement, LLC | 0.02% | Add +45.5% | 7,399 | $337K |
| Arax Advisory Partners | 0.01% | Reduce -12.6% | 7,244 | $330K |
| Boreal Capital Management LLC | 0.32% | Add +0.0% | 7,200 | $328K |
| Continuum Advisory, LLC | 0.03% | Add +1.8% | 7,168 | $326K |
| Summit Financial, LLC | 0.00% | New | 7,165 | $326K |
| Norris Financial Group, LLC | 0.11% | No change | 7,118 | $324K |
| Thompson David Blair | 0.18% | Reduce -3.1% | 7,083 | $322K |
| First Trust Advisors LP | 0.00% | Reduce -3.7% | 6,958 | $317K |
| NewSquare Capital LLC | 0.03% | Reduce -4.1% | 6,924 | $315K |
| Wealth Watch Advisors, INC | 0.13% | Reduce -5.0% | 6,865 | $312K |
| Investment Management Trust, LLC | 0.30% | — | 6,833 | $311K |
| Sandbox Financial Partners, LLC | 0.09% | No change | 6,747 | $307K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +0.2% | 6,682 | $304K |
| Meeder Advisory Services, Inc. | 0.01% | Reduce -32.6% | 6,581 | $300K |
| Laurel Oak Wealth Management, LLC | 0.05% | Add +6.5% | 6,562 | $299K |
| Integrity Alliance, Llc. | 0.01% | Add +2.8% | 6,558 | $299K |
| Kintra Wealth, LLC | 0.02% | New | 6,527 | $297K |
| Perennial Investment Advisors, LLC | 0.02% | Reduce -26.6% | 6,505 | $296K |
| Northwest Bancshares, Inc. | 0.06% | No change | 6,448 | $294K |
| WealthPoint Financial, LLC | 0.24% | Add +21.1% | 6,316 | $288K |
| Quantinno Capital Management LP | 0.00% | Reduce -18.6% | 6,119 | $279K |
| Wiregrass Investment Management LLC | 0.23% | New | 6,102 | $278K |
| Frazier Financial Advisors, LLC | 0.15% | No change | 5,981 | $272K |
| CAP Partners, LLC | 0.15% | Add +0.3% | 5,975 | $272K |
| Evercore Wealth Management, LLC | 0.00% | No change | 5,969 | $272K |
| Integrated Advisors Network LLC | 0.01% | Reduce -3.0% | 5,954 | $271K |
| PFG Investments, LLC | 0.01% | Add +0.3% | 5,938 | $270K |
| Stonebridge Financial Group, LLC / MO | 0.23% | Add +0.3% | 5,931 | $270K |
| Oregon Pacific Wealth Management, LLC | 0.28% | New | 5,855 | $267K |
| Catalyst Financial Partners LLC | 0.03% | No change | 5,821 | $265K |
| International Assets Investment Management, LLC | 0.02% | Reduce -21.6% | 5,840 | $265K |
| Cloud Capital Management, LLC | 0.11% | No change | 5,783 | $263K |
| WBH Advisory Inc. | 0.02% | No change | 5,772 | $262K |
| UMB Bank, n.a. | 0.00% | Add +4.5% | 5,750 | $262K |
| Diversify Wealth Management, LLC | 0.00% | New | 5,651 | $262K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.01% | No change | 5,700 | $259K |
| Bank of Nova Scotia | 0.00% | No change | 5,620 | $256K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +18.8% | 5,604 | $255K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | New | 5,558 | $253K |
| Coastal Bridge Advisors, LLC | 0.02% | No change | 5,514 | $251K |
| Cary Street Partners Financial LLC | 0.01% | No change | 5,487 | $250K |
| Cascade Financial Partners, LLC | 0.03% | New | 5,484 | $250K |
| Merit Financial Group, LLC | 0.00% | New | 5,474 | $249K |
| Vantage Investment Partners, LLC | 0.02% | No change | 5,365 | $244K |
| Modern Wealth Management, LLC | 0.00% | Reduce -3.3% | 5,380 | $244K |
| Betterment LLC | 0.00% | New | 5,322 | $242K |
| Brighton Jones LLC | 0.01% | New | 5,311 | $242K |
| Comprehensive Money Management Services LLC | 0.16% | New | 5,265 | $240K |
| Oakmont Advisory Group, LLC | 0.24% | New | 5,219 | $238K |
| Northwest Wealth Advisors, LLC | 0.17% | Add +0.4% | 5,141 | $234K |
| Sunbelt Securities, Inc. | 0.01% | Add +122.7% | 5,130 | $234K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -6.9% | 5,098 | $232K |
| CX Institutional | 0.01% | Reduce -5.9% | 5,081 | $231K |
| Northern Trust Corp. | 0.00% | Add +3.1% | 5,046 | $230K |
| Collaborative Wealth Managment Inc. | 0.11% | Add +3.1% | 5,037 | $229K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -21.3% | 5,031 | $229K |
| Westbourne Investments, Inc. | 0.11% | Add +0.8% | 5,030 | $229K |
| Castle Rock Wealth Management, LLC | 0.05% | New | 4,951 | $226K |
| Nilsine Partners, LLC | 0.02% | No change | 4,902 | $226K |
| Bogart Wealth, LLC | 0.01% | Add +200.1% | 4,928 | $224K |
| Caitlin John, LLC | 0.13% | Reduce -20.0% | 4,893 | $223K |
| Accel Wealth Management | 0.06% | Add +0.4% | 4,881 | $222K |
| Whittier Trust Co. | 0.00% | Reduce -3.9% | 4,842 | $221K |
| Detalus Advisors, LLC | 0.05% | Reduce -7.6% | 4,860 | $221K |
| Mission Wealth Management, LP | 0.00% | Reduce -92.1% | 4,851 | $221K |
| Fortis Capital Advisors, LLC | 0.03% | New | 4,816 | $219K |
| Chancellor Financial Group WB LP | 0.16% | Reduce -1.9% | 4,798 | $218K |
| Panoramic Investment Advisors, LLC | 0.12% | Add +0.7% | 4,791 | $218K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -17.4% | 4,744 | $216K |
| Mascagni Wealth Management, Inc. | 0.15% | Reduce -10.1% | 4,737 | $216K |
| Amicus Financial Advisors, LLC | 0.06% | No change | 4,734 | $215K |
| NewEdge Wealth, LLC | 0.00% | New | 4,733 | $215K |
| Brown Miller Wealth Management, LLC | 0.06% | Reduce -7.3% | 4,712 | $214K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +0.5% | 4,694 | $214K |
| Arkadios Wealth Advisors | 0.00% | New | 4,681 | $213K |
| Blair William & Co. | 0.00% | Add +33.3% | 4,619 | $210K |
| Kellett Wealth Advisors, LLC | 0.11% | New | 4,600 | $209K |
| Sowell Financial Services LLC | 0.01% | New | 4,568 | $208K |
| Claro Advisors Inc. | 0.03% | Reduce -27.9% | 4,564 | $208K |
| Woodmont Investment Counsel LLC | 0.01% | New | 4,558 | $207K |
| Capital Group Private Client Services, Inc. | 0.00% | New | 4,534 | $206K |
| Money Concepts Capital Corp. | 0.01% | New | 4,506 | $205K |
| Facet Wealth, Inc. | 0.00% | New | 4,496 | $205K |
| Coordinated Financial Services, Inc. | 0.12% | New | 4,478 | $204K |
| Edgestream Partners, L.P. | 0.01% | New | 4,458 | $203K |
| Kaizen Financial Strategies | 0.09% | New | 4,394 | $203K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -11.7% | 4,431 | $202K |
| Journey Strategic Wealth LLC | 0.01% | New | 4,428 | $202K |
| Advisors Capital Management, LLC | 0.00% | Reduce -43.6% | 4,406 | $201K |
| Kingsbury Capital Investment Advisors LLC | 0.19% | — | 4,401 | $200K |
| Heritage Wealth Advisors | 0.01% | New | 4,150 | $189K |
| Clear Investment Research, LLC | 0.29% | New | 4,072 | $185K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +0.1% | 3,916 | $178K |
| Jackson Hole Capital Partners, LLC | 0.03% | No change | 3,460 | $157K |
| Colonial Trust Co / SC | 0.02% | Add +11.5% | 3,286 | $148K |
| Atlas Capital Advisors Inc. | 0.02% | No change | 3,207 | $146K |
| Fairscale Capital, LLC | 0.09% | No change | 2,948 | $134K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 2,581 | $117K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,509 | $114K |
| Go Invest LLC | 0.03% | Reduce -7.0% | 2,456 | $112K |
| North Star Investment Management Corp. | 0.01% | No change | 2,345 | $107K |
| Rialto Wealth Management, LLC | 0.02% | No change | 2,314 | $105K |
| Westside Investment Management, Inc. | 0.02% | Add +12.8% | 2,200 | $100K |
| Peterson Wealth Services | 0.02% | Add +0.7% | 2,114 | $96K |
| Miller Global Investments, LLC | 0.08% | Reduce -6.3% | 2,028 | $92K |
| SouthState Bank Corp | 0.00% | New | 2,000 | $91K |
| Tsfg, LLC | 0.01% | No change | 2,000 | $91K |
| IFP Advisors, Inc | 0.00% | Add +0.4% | 1,974 | $90K |
| Lanark Financial, Inc. | 0.01% | Add +211.8% | 1,849 | $84K |
| Capital Analysts, LLC | 0.00% | No change | 1,739 | $79K |
| Triumph Capital Management | 0.02% | Reduce -0.5% | 1,707 | $78K |
| Cherry Tree Wealth Management, LLC | 0.02% | Add +84.3% | 1,600 | $73K |
| Anchor Investment Management, LLC | 0.01% | No change | 1,500 | $68K |
| Clearstead Trust, LLC | 0.01% | No change | 1,337 | $61K |
| Parallel Advisors, LLC | 0.00% | Reduce -57.4% | 1,246 | $57K |
| Medallion Wealth Advisors, LLC | 0.02% | Add +1.0% | 1,197 | $54K |
| Matrix Private Capital Group LLC | 0.03% | New | 1,174 | $53K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 1,150 | $52K |
| Copia Wealth Management | 0.04% | No change | 1,125 | $51K |
| Bellevue Asset Management, LLC | 0.03% | Add +1.0% | 1,119 | $51K |
| Howe & Rusling Inc. | 0.00% | No change | 1,100 | $50K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -4.5% | 1,060 | $48K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 1,055 | $48K |
| Vermillion Wealth Management, Inc. | 0.02% | Reduce -2.6% | 1,052 | $48K |
| Fourth Dimension Wealth, LLC | 0.02% | No change | 1,035 | $47K |
| Bullock Wealth Management Group | 0.02% | No change | 1,011 | $46K |
| Access Investment Management LLC | 0.01% | No change | 1,000 | $46K |
| SHP Wealth Management | 0.00% | No change | 1,000 | $46K |
| Westend Capital Management, LLC | 0.01% | Reduce -0.3% | 998 | $45K |
| City Holding Co. | 0.01% | Reduce -10.0% | 953 | $43K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 952 | $43K |
| New England Capital Financial Advisors LLC | 0.01% | No change | 931 | $42K |
| Grey Ledge Advisors, LLC | 0.01% | Add +4.2% | 918 | $42K |
| NBT Bank, N.A. | 0.00% | No change | 880 | $40K |
| N.E.W. Advisory Services LLC | 0.00% | Add +0.8% | 879 | $40K |
| Pacific Center for Financial Services | 0.01% | New | 875 | $40K |
| Vanguard Advisers Inc. | 0.00% | — | 857 | $39K |
| Sound Income Strategies, LLC | 0.00% | No change | 816 | $37K |
| WealthShield Partners, LLC | 0.00% | Add +11.7% | 801 | $36K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 717 | $33K |
| Tompkins Financial Corp. | 0.00% | Add +237.5% | 675 | $31K |
| Peterson Wealth Management | 0.02% | New | 610 | $28K |
| Russell Investments Group, Ltd. | 0.00% | Add +102.1% | 578 | $26K |
| Valley National Advisers Inc. | 0.00% | No change | 576 | $26K |
| CVA Family Office, LLC | 0.00% | Add +1.1% | 550 | $25K |
| NFSG Corp | 0.00% | Add +0.8% | 537 | $24K |
| Synergy Investment Management, LLC | 0.01% | New | 487 | $22K |
| Hickory Point Bank & Trust | 0.01% | New | 475 | $22K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 440 | $20K |
| Gilpin Wealth Management, LLC | 0.01% | No change | 402 | $18K |
| Signaturefd, LLC | 0.00% | Add +1.0% | 391 | $18K |
| Independence Bank of Kentucky | 0.00% | New | 368 | $17K |
| American Capital Advisory, LLC | 0.01% | No change | 366 | $17K |
| TD Capital Management LLC | 0.00% | New | 362 | $16K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 343 | $16K |
| Ascentis Independent Advisors | 0.00% | New | 304 | $14K |
| Innovative Asset Advisors Group, LLC | 0.01% | — | 300 | $14K |
| Arcadia Investment Management Corp. | 0.00% | No change | 300 | $14K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 285 | $13K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 270 | $12K |
| Smartleaf Asset Management LLC | 0.00% | Add +74.7% | 262 | $12K |
| Lynch Asset Management, Inc. | 0.00% | No change | 250 | $11K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 250 | $11K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -33.0% | 227 | $10K |
| 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 |
| Signature Resources Capital Management, LLC | 0.00% | No change | 195 | $9K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +204.9% | 186 | $8K |
| CoreCap Advisors, LLC | 0.00% | Reduce -65.1% | 174 | $8K |
| Basepoint Wealth LLC | 0.00% | Add +1.3% | 162 | $7K |
| Basecamp Wealth Advisors LLC | 0.00% | New | 148 | $7K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 146 | $7K |
| Main Street Group, LTD | 0.00% | New | 122 | $6K |
| Lodestone Wealth Management LLC | 0.00% | No change | 116 | $5K |
| Turim 21 Investimentos Ltda. | 0.00% | No change | 1,375 | $5K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +0.9% | 106 | $5K |
| Colonial Trust Advisors | 0.00% | Reduce -94.5% | 82 | $4K |
| Sage Mountain Advisors LLC | 0.00% | No change | 81 | $4K |
| Clearstead Advisors, LLC | 0.00% | Add +97.0% | 65 | $3K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 60 | $3K |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 58 | $3K |
| Hamrick Investment Counsel, llc | 0.00% | New | 58 | $3K |
| McIlrath & Eck, LLC | 0.00% | No change | 57 | $3K |
| Financial Freedom, LLC | 0.00% | No change | 44 | $2K |
| Hantz Financial Services, Inc. | 0.00% | Add +36.4% | 45 | $2K |
| Ballast Advisors LLC | 0.00% | No change | 38 | $2K |
| Root Financial Partners, LLC | 0.00% | New | 26 | $1K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 23 | $1K |
| Crewe Advisors LLC | 0.00% | No change | 21 | $951 |
| Strategic Advocates LLC | 0.00% | Add +42.9% | 20 | $910 |
| Morse Asset Management, Inc | 0.00% | No change | 19 | $877 |
| Mountain Hill Investment Partners Corp. | 0.00% | No change | 17 | $787 |
| Townsend Asset Management Corp. /NC/ | 0.00% | Add +7.7% | 14 | $619 |
| Realta Investment Advisors | 0.00% | No change | 11 | $517 |
| McGuire Capital Advisors Inc. | 0.00% | Reduce -94.4% | 8 | $364 |
| Tucker Asset Management LLC | 0.00% | No change | 6 | $273 |
| Abound Wealth Management | 0.00% | Add +20.0% | 6 | $252 |
| Qube Research & Technologies Ltd | 0.00% | Reduce -99.8% | 2 | $91 |
| Signature Equity Partners, LLC | 0.00% | Reduce -98.8% | 2 | $91 |
| Valley Wealth Managers, Inc. | 0.00% | Reduce -100.0% | 1 | $53 |
"% 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.