SS SPDR P S&P 500 Hi Div ETFSPYDETF

13F holders, Q2 2026 (June 30)
523holders +19
53new positions
31sold out
4famous investors
$48.58avg. 13F price*

At the end of Q2 2026, 523 institutions reported holding SS SPDR P S&P 500 Hi Div ETF (SPYD) in their 13F filings, up 19 from Q1 2026. 53 opened new positions and 31 sold out. The largest holders were LPL Financial LLC ($244.0M), Bank of America Corp. ($164.6M) and Vantagepoint Investment Advisers LLC ($158.2M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
SS SPDR P S&P 500 Hi Div ETF
Filed as
SPDR SERIES TRUST (Q2 2026)
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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions53$89.0M
Exits31$13.3M

All 13F filers, Q1 2026 → Q2 2026: 3,536,210 shares bought and 6,123,215 shares sold, net −2,587,005 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 523 holders

LPL Financial LLC 0.05% Add +9.7% 5,115,210 $244.0M
Bank of America Corp. 0.01% Add +2.8% 3,449,190 $164.6M
Vantagepoint Investment Advisers LLC 1.18% No change 3,315,128 $158.2M
Auto-Owners Insurance Co 2.21% Reduce -25.2% 2,050,000 $97.8M
Morgan Stanley 0.00% Add +5.5% 1,682,417 $80.3M
SBI Securities Co., Ltd. 1.56% Reduce -2.8% 1,437,681 $68.6M
Envestnet Asset Management Inc. 0.01% Add +7.7% 790,973 $37.7M
GFS Advisors, LLC 3.84% New 150 $36.0M
First Command Advisory Services, Inc. 0.21% Reduce -15.8% 729,859 $34.8M
Wells Fargo & Company 0.01% Add +1.4% 705,786 $33.7M
UBS Group AG 0.01% Reduce -10.2% 689,145 $32.9M
Curran Financial Partners, LLC 4.34% Add +9.9% 611,552 $29.2M
Commonwealth Equity Services, LLC 0.03% Add +4.3% 581,680 $27.8M
Raymond James Financial Inc. 0.01% Add +3.0% 532,010 $25.4M
Royal Bank of Canada 0.00% Add +8.6% 515,233 $24.6M
Bank of New York Mellon Corp 0.00% Reduce -2.5% 503,977 $24.0M
Osaic Holdings, Inc. 0.03% Add +34.3% 455,223 $21.7M
Alliancebernstein L.P. 0.01% Add +3.1% 467,508 $21.3M
Dakota Wealth Management 0.37% Add +2.3% 400,874 $19.1M
Ameriprise Financial Inc. 0.00% Reduce -90.9% 396,673 $18.9M
Cetera Investment Advisers 0.02% Add +16.0% 396,211 $18.9M
Focus Partners Wealth 0.02% Reduce -0.1% 320,224 $15.3M
Financial Gravity Companies, Inc. 2.47% — 318,591 $15.2M
Wealthfront Advisers LLC 0.03% Add +10.4% 311,737 $14.9M
Advisors Capital Management, LLC 0.16% Add +6938.1% 310,099 $14.8M
Tidal Investments LLC 0.03% New 296,777 $14.2M
Total Clarity Wealth Management, Inc. 2.53% Add +102.9% 273,088 $13.0M
JPMorgan Chase & Co. 0.00% Add +7.1% 257,757 $12.5M
Goldman Sachs Group Inc. 0.00% Reduce -23.3% 256,501 $12.2M
Janney Montgomery Scott LLC 0.02% Add +1.3% 246,515 $11.8M
Qube Research & Technologies Ltd 0.01% Add +11775450.0% 235,511 $11.2M
Vestmark Advisory Solutions, Inc. 0.10% No change 232,596 $11.1M
StoneX Group Inc. 0.42% Add +7.1% 219,905 $10.5M
Truist Financial Corp. 0.01% Reduce -0.1% 210,836 $10.1M
SWS Partners 2.14% Reduce -14.3% 207,359 $9.9M
Keystone Financial Planning, Inc. 2.43% Add +0.6% 197,430 $9.4M
First Hawaiian Bank 1.18% No change 195,322 $9.3M
Stifel Financial Corp. 0.01% Add +1.0% 193,151 $9.2M
Cowa, LLC 2.45% Add +1.1% 189,929 $9.1M
Elite Financial, Inc. 3.44% Reduce -7.3% 178,638 $8.5M
Cercano Management LLC 1.11% Reduce -19.7% 174,939 $8.3M
Mesirow Financial Investment Management, Inc. 0.13% Add +14.7% 167,993 $8.0M
Waterloo Capital, L.P. 0.44% Add +4.7% 163,735 $7.8M
Daiwa Securities Group Inc. 0.02% No change 162,306 $7.7M
Crescent Grove Advisors, LLC 0.62% Add +6.3% 154,026 $7.3M
Systematic Alpha Investments, LLC 0.19% No change 147,601 $7.0M
Northwestern Mutual Wealth Management Co. 0.00% Add +26.4% 142,067 $6.8M
Cambridge Investment Research Advisors, Inc. 0.01% Add +1.2% 129,028 $6.2M
BNP Paribas Financial Markets 0.00% Reduce -52.7% 128,722 $6.1M
CGN Advisors LLC 0.44% Reduce -0.4% 125,264 $6.0M
Curi Capital, LLC 0.09% No change 124,700 $5.9M
Jefferies Financial Group Inc. 0.06% Add +3.3% 124,279 $5.9M
NewEdge Advisors, LLC 0.02% Add +7.0% 123,795 $5.9M
AE Wealth Management LLC 0.03% Add +6.3% 123,255 $5.9M
Venture Visionary Partners LLC 0.16% Reduce -0.0% 119,017 $5.7M
Asset One Wealth Management LLC 0.58% Add +23.9% 112,959 $5.5M
Phoenix Wealth Advisors 1.75% Add +83.7% 108,866 $5.2M
BIP Wealth, LLC 0.15% Reduce -2.7% 107,943 $5.1M
Waverly Advisors, LLC 0.03% Reduce -0.1% 107,764 $5.1M
D.A. Davidson & Co. 0.03% Add +7.7% 99,113 $4.7M
Allworth Financial LP 0.02% Reduce -6.1% 98,510 $4.7M
Private Advisor Group, LLC 0.02% Add +6.2% 96,404 $4.6M
Jones Financial Companies LLLP 0.00% Add +55.2% 94,392 $4.6M
Jump Financial, LLC 0.04% New 89,621 $4.3M
Corient Private Wealth LP 0.01% Add +0.3% 88,796 $4.2M
Harbour Investments, Inc. 0.06% Add +117.7% 87,016 $4.2M
HighTower Advisors, LLC 0.00% Reduce -11.2% 86,919 $4.1M
Western Wealth Management, LLC 0.14% Add +2.3% 86,479 $4.1M
Geneos Wealth Management Inc. 0.08% Add +2.1% 85,522 $4.1M
Calton & Associates, Inc. 0.59% Reduce -34.0% 84,488 $4.0M
PNC Financial Services Group, Inc. 0.00% Add +5.2% 79,953 $3.8M
WealthPlan Investment Management, LLC 0.19% Reduce -1.2% 79,795 $3.8M
MML Investors Services, LLC 0.01% Add +33.0% 79,526 $3.8M
Heartwood Wealth Advisors LLC 0.29% Add +4.7% 78,776 $3.8M
D. E. Shaw & Co. 0.00% New 78,337 $3.7M
Ashton Thomas Private Wealth, LLC 0.08% Reduce -0.2% 78,170 $3.7M
Global Strategic Investment Solutions, LLC 0.33% Add +0.7% 77,354 $3.7M
Creative Planning 0.00% Reduce -17.9% 77,102 $3.7M
Rockefeller Capital Management L.P. 0.01% Add +1.1% 76,786 $3.7M
Avior Wealth Management, LLC 0.09% New 74,387 $3.5M
White Pine Capital LLC 0.83% Add +0.3% 73,626 $3.5M
Independent Wealth Network Inc. 0.88% Add +11.7% 72,228 $3.4M
HRT Financial LP 0.01% New 72,241 $3.4M
Parallax Volatility Advisers, L.P. 0.15% New 71,455 $3.4M
Advisor OS, LLC 0.23% New 71,384 $3.4M
Mariner, LLC 0.00% Reduce -25.8% 71,254 $3.4M
Gateway Wealth Partners, LLC 0.20% Reduce -50.1% 70,585 $3.4M
Nan Fung Trinity (hk) Ltd. 0.32% No change 67,500 $3.2M
Prospera Financial Services Inc 0.05% Add +10.9% 67,397 $3.2M
Captrust Financial Advisors 0.00% Reduce -0.7% 66,108 $3.2M
FMR LLC 0.00% Reduce -11.1% 64,910 $3.1M
Tower Research Capital LLC (TRC) 0.08% Add +1.9% 64,660 $3.1M
Financial Engines Advisors L.L.C. 0.01% Reduce -5.7% 64,425 $3.1M
Econ Financial Services Corp 1.41% Add +2.8% 63,286 $3.0M
World Investment Advisors 0.05% Reduce -9.8% 63,863 $3.0M
Trajan Wealth LLC 0.11% Reduce -3.8% 61,753 $2.9M
Wealthspire Advisors, LLC 0.02% No change 58,443 $2.8M
First PREMIER Bank 0.45% Add +1.5% 58,437 $2.8M
Tudor Investment Corporation 0.01% New 58,023 $2.8M
V2 Financial group LLC 1.03% Add +25.6% 57,963 $2.8M
McAdam, LLC 0.11% Reduce -1.5% 57,883 $2.8M
Wealth Enhancement Advisory Services, LLC 0.00% Add +0.7% 55,735 $2.7M
Integrated Wealth Concepts LLC 0.02% Reduce -4.2% 55,078 $2.6M
Arax Advisory Partners 0.02% Add +658.5% 54,945 $2.6M
Dumont & Blake Investment Advisors LLC 0.58% Add +1.6% 54,123 $2.6M
Pathstone Holdings, LLC 0.01% Add +0.2% 54,110 $2.6M
IHT Wealth Management, LLC 0.05% Add +76.4% 53,999 $2.6M
Citizens Financial Group Inc. 0.03% Add +2.6% 53,862 $2.6M
Assetmark, Inc. 0.00% Add +9.9% 53,139 $2.5M
Sanctuary Advisors, LLC 0.01% Add +1.6% 52,220 $2.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -0.5% 52,103 $2.5M
Texas Yale Capital Corp. 0.05% Add +5.6% 51,225 $2.4M
Innovative Wealth Building LLC 1.40% Add +1.0% 50,494 $2.4M
Wedbush Securities Inc. 0.06% Reduce -5.1% 50,141 $2.4M
State Street Corp. 0.00% Add +23.3% 49,021 $2.3M
MFG Wealth Management, Inc. 1.67% Add +0.7% 48,918 $2.3M
Baird Financial Group, Inc. 0.00% Reduce -0.1% 48,758 $2.3M
Aptus Capital Advisors, LLC 0.02% No change 48,646 $2.3M
Regal Investment Advisors LLC 0.12% Add +0.1% 48,396 $2.3M
Thrive Capital Management, LLC 0.42% Add +1.4% 47,140 $2.2M
Farther Finance Advisors, LLC 0.02% Add +9.3% 47,059 $2.2M
Kestra Advisory Services, LLC 0.01% Add +6.6% 46,749 $2.2M
IFG Advisory, LLC 0.08% New 46,169 $2.2M
Equitable Holdings, Inc. 0.01% Reduce -2.5% 43,608 $2.1M
Savant Capital, LLC 0.01% Add +104.5% 44,159 $2.1M
Renaissance Technologies 0.00% New 42,500 $2.0M
Roan Capital Partners 1.66% Add +41.0% 41,976 $2.0M
Fifth Third Bancorp 0.00% Add +13.5% 41,710 $2.0M
Proathlete Wealth Management LLC 0.48% No change 40,384 $1.9M
Wealth Advisory Solutions, LLC 0.39% Reduce -4.6% 40,275 $1.9M
Great Valley Advisor Group, Inc. 0.03% Reduce -13.3% 39,519 $1.9M
Lido Advisors, LLC 0.01% Reduce -11.1% 39,359 $1.9M
HBW Advisory Services LLC 0.17% Add +10.6% 39,039 $1.9M
Decker Retirement Planning Inc. 0.63% Add +17.4% 38,846 $1.9M
Towercrest Capital Management 0.25% Reduce -3.5% 37,307 $1.8M
Gladstone Institutional Advisory LLC 0.06% Add +5.7% 36,808 $1.8M
EP Wealth Advisors, LLC 0.01% Add +13.8% 36,761 $1.8M
Guardian Wealth Advisors, LLC / NC 0.10% No change 36,675 $1.7M
LexAurum Advisors, LLC 0.19% No change 34,931 $1.7M
Castleview Partners, LLC 0.73% Reduce -5.3% 34,662 $1.7M
Concurrent Investment Advisors, LLC 0.01% Reduce -0.5% 34,312 $1.6M
MAI Capital Management 0.01% Reduce -2.9% 34,299 $1.6M
Genesee Capital Advisors, LLC 0.51% Reduce -79.6% 33,932 $1.6M
Sage Capital Management, LLC 0.63% Add +1.8% 33,674 $1.6M
Mercer Global Advisors Inc. 0.00% Add +1.6% 33,632 $1.6M
Mayflower Financial Advisors, LLC 0.14% Reduce -1.1% 33,470 $1.6M
Capstone Wealth Management Group, LLC 0.56% Add +2.5% 33,165 $1.6M
Tobias Financial Advisors, Inc. 0.20% Reduce -1.7% 32,479 $1.5M
Stanich Group LLC 0.97% Add +26.0% 32,407 $1.5M
Alliance Wealth Management Group 0.30% Reduce -5.5% 32,198 $1.5M
Bison Wealth, LLC 0.14% Add +0.4% 31,796 $1.5M
United Capital Financial Advisors, LLC 0.01% Reduce -15.9% 31,245 $1.5M
Collier Financial 1.00% Add +4.1% 30,686 $1.5M
Cascade Investment Group, Inc. 0.81% Add +7.5% 30,155 $1.4M
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -17.4% 30,000 $1.4M
1900 Wealth Management LLC 0.08% Add +1.5% 29,882 $1.4M
Meridian Wealth Management, LLC 0.04% Reduce -0.6% 29,401 $1.4M
Kingswood Wealth Advisors, LLC 0.06% Add +7.9% 28,949 $1.4M
Optima Capital LLC 0.53% Add +3.9% 28,087 $1.3M
Bank of Montreal 0.00% Add +1.6% 27,542 $1.3M
Insight Advisors, LLC/ PA 0.23% Add +1.1% 27,399 $1.3M
QRG Capital Management, Inc. 0.01% New 27,083 $1.3M
Kingsview Wealth Management, LLC 0.02% Reduce -21.4% 26,710 $1.3M
Steward Partners Investment Advisory, LLC 0.01% Reduce -26.3% 26,516 $1.3M
CX Institutional 0.04% Add +411.8% 26,004 $1.2M
TMB Capital Partners, LLC 0.39% Add +0.9% 25,969 $1.2M
OneDigital Investment Advisors LLC 0.01% Add +1.4% 25,917 $1.2M
Juncture Wealth Strategies, LLC 0.32% Reduce -11.3% 25,821 $1.2M
&partners 0.01% Add +15.2% 25,687 $1.2M
Quadcap Wealth Management, LLC 0.12% Reduce -6.1% 25,592 $1.2M
Albion Financial Group 0.07% Reduce -28.4% 25,474 $1.2M
Beacon Pointe Advisors, LLC 0.01% Add +352.7% 25,369 $1.2M
Armstrong Advisory Group, Inc. 0.07% Add +7.0% 25,247 $1.2M
Wilkins Miller Wealth Management, LLC 0.63% Reduce -3.2% 24,152 $1.2M
Two Sigma Securities, LLC 0.10% Reduce -13.9% 24,105 $1.2M
Raab & Moskowitz Asset Management LLC 0.23% Add +28.7% 24,015 $1.1M
NDWM LLC 0.66% Add +50.0% 23,451 $1.1M
Valeo Financial Advisors, LLC 0.02% Reduce -7.1% 22,991 $1.1M
MBL Wealth, LLC 0.07% Reduce -13.5% 22,500 $1.1M
Kagan Cocozza Asset Management 0.67% Reduce -10.0% 22,296 $1.1M
Belpointe Asset Management LLC 0.03% Add +26.6% 22,099 $1.1M
Stratos Wealth Partners, LTD. 0.01% Reduce -6.8% 22,058 $1.1M
Ridgecrest Wealth Partners, LLC 0.51% Add +0.9% 22,035 $1.1M
Y-Intercept (Hong Kong) Ltd 0.02% Add +0.2% 21,933 $1.0M
Sax Wealth Advisors, LLC 0.04% Reduce -2.7% 22,562 $1.0M
Uhlmann Price Securities, LLC 0.04% New 21,268 $1.0M
FCG Investment Co 0.34% Add +0.8% 20,825 $994K
DAVENPORT & Co LLC 0.01% No change 20,754 $990K
Kovack Advisors, Inc. 0.05% Reduce -6.0% 20,656 $990K
Atticus Wealth Management, LLC 0.24% Add +0.4% 20,732 $989K
Silver Oak Securities, Incorporated 0.06% Add +6.1% 20,704 $988K
Stephens Inc. 0.01% Reduce -8.9% 20,630 $984K
Code Waechter LLC 0.51% No change 20,513 $979K
Chicago Partners Investment Group LLC 0.02% Add +15.2% 19,832 $973K
Ameritas Advisory Services, LLC 0.02% Add +68.7% 19,716 $941K
RDA Financial Network 0.20% Reduce -1.1% 19,127 $913K
Advisory Services Network, LLC 0.01% Add +2.5% 19,082 $910K
Axxcess Wealth Management, LLC 0.01% New 18,813 $898K
Citadel Advisors 0.00% Reduce -50.9% 18,690 $892K
PFG Advisors 0.04% Add +1.2% 18,689 $892K
Sonoma Private Wealth LLC 0.96% Add +0.4% 18,645 $890K
Apella Capital, LLC 0.01% Reduce -11.7% 18,122 $880K
Main Street Financial Solutions, LLC 0.06% Reduce -2.0% 18,095 $863K
Stokes Family Office, LLC 0.10% No change 18,000 $859K
Kohmann Bosshard Financial Services, LLC 0.07% Reduce -0.7% 17,713 $845K
Simon Quick Advisors, LLC 0.03% New 17,700 $844K
Heck Capital Advisors, LLC 0.05% Reduce -2.8% 17,547 $837K
TruNorth Capital Management, LLC 0.13% No change 17,472 $834K
Brown Advisory Inc. 0.00% Reduce -1.9% 17,367 $829K
CreativeOne Wealth, LLC 0.02% Add +5.8% 17,341 $827K
Independent Financial Group, LLC 0.02% Add +31.3% 17,321 $826K
Cambridge Advisors Inc. 0.14% No change 17,256 $823K
Austin Wealth Management, LLC 0.17% Add +28.0% 16,589 $819K
HighPoint Advisor Group LLC 0.03% Add +19.2% 17,070 $814K
Wiregrass Investment Management LLC 0.55% Add +178.9% 17,019 $812K
Financial Insights, Inc. 0.22% No change 16,990 $811K
Flagship Harbor Advisors, LLC 0.03% Reduce -1.8% 16,960 $809K
Principal Securities, Inc. 0.01% Reduce -6.3% 16,862 $804K
Foundations Investment Advisors, LLC 0.01% Add +225.9% 16,613 $793K
Selective Wealth Management, Inc. 0.20% Reduce -6.1% 15,711 $776K
Walkner Condon Financial Advisors LLC 0.09% No change 16,069 $767K
Park Avenue Securities LLC 0.00% Reduce -3.4% 16,047 $766K
Harpswell Capital Advisors, LLC 0.49% No change 16,000 $763K
NorthRock Partners, LLC 0.01% Add +14.9% 15,713 $750K
First Manhattan Co. Llc. 0.00% No change 15,300 $730K
Trilogy Capital Inc. 0.03% Reduce -24.5% 15,199 $725K
Peregrine Asset Advisers, Inc. 0.16% Add +11.2% 15,129 $722K
Cerity Partners LLC 0.00% Add +0.4% 15,079 $719K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 15,000 $716K
OneAscent Financial Services LLC 0.03% Add +2.2% 14,923 $712K
Centaurus Financial, Inc. 0.03% Add +1.1% 14,835 $708K
Apollon Wealth Management, LLC 0.01% Reduce -6.1% 14,624 $698K
Astoria Portfolio Advisors LLC. 0.12% Add +9.3% 14,384 $686K
J.W. Cole Advisors, Inc. 0.01% Add +1.6% 14,264 $681K
FLC Capital Advisors 0.11% No change 14,232 $679K
Savvy Advisors, Inc. 0.01% Add +28.3% 14,223 $679K
Beacon Bank & Trust 0.13% Reduce -15.3% 13,737 $655K
Balefire, LLC 0.11% Reduce -2.0% 13,567 $647K
Level Four Advisory Services, LLC 0.02% Add +16.0% 13,525 $645K
Advisor Resource Council 0.21% Add +3.6% 13,217 $631K
Virtue Capital Management, LLC 0.08% No change 13,011 $621K
AlphaStar Capital Management, LLC 0.04% Add +20.2% 12,916 $616K
Spire Wealth Management 0.02% Reduce -7.3% 12,863 $614K
Arete Wealth Advisors, LLC 0.04% No change 12,805 $611K
Atlas Legacy Advisors, LLC 0.09% No change 12,713 $607K
Elwood & Goetz Wealth Advisory Group, LLC 0.09% Reduce -1.5% 12,337 $589K
First Heartland Consultants, Inc. 0.04% Add +1.6% 12,075 $576K
Private Trust Co. NA 0.05% Add +14.4% 11,888 $567K
Kestra Private Wealth Services, LLC 0.01% Add +0.7% 11,849 $565K
WCG Wealth Advisors LLC 0.01% Add +0.1% 11,743 $560K
Ameriflex Group, Inc. 0.23% Add +0.1% 11,590 $553K
Focused Wealth Management, Inc 0.05% Add +0.2% 11,561 $552K
TCP Asset Management, LLC 0.06% No change 11,396 $544K
Red Wave Investments LLC 0.14% Add +40.6% 11,315 $540K
Howard Financial Services, LTD. 0.05% No change 11,194 $534K
Mission Creek Capital Partners, Inc. 0.09% Reduce -2.0% 11,129 $531K
Financial Guidance Group, Inc. 0.20% No change 11,106 $530K
Bogart Wealth, LLC 0.02% Add +124.7% 11,073 $528K
Ignite Planners, LLC 0.07% Reduce -13.5% 10,981 $524K
Wealth Alliance Advisory Group, LLC 0.08% No change 10,972 $523K
GC Wealth Management RIA, LLC 0.03% Reduce -53.1% 10,919 $521K
BlackRock, Inc. 0.00% Reduce -0.1% 10,843 $517K
COFG Advisors, LLC 0.09% Add +9.0% 10,697 $510K
Cache Advisors, LLC 0.04% No change 10,673 $509K
Register Financial Advisors LLC 0.16% Add +14.9% 10,654 $508K
Entrewealth, LLC 0.19% Reduce -7.2% 10,235 $507K
Balentine LLC 0.02% Reduce -15.2% 10,582 $505K
Eagle Global Advisors LLC 0.02% No change 10,435 $498K
GTS Securities LLC 0.01% Reduce -74.0% 10,314 $492K
SimpliFi, Inc. 0.19% Add +1.1% 10,280 $490K
XTX Topco Ltd 0.01% New 10,279 $490K
Strategic Financial Concepts, LLC 0.14% Reduce -66.7% 10,079 $481K
Larson Financial Group LLC 0.01% Add +0.4% 10,054 $480K
Parker Investment Management, LLC 0.06% Reduce -0.5% 10,038 $479K
High Net Worth Advisory Group LLC 0.10% Add +0.9% 10,017 $478K
Brookstone Capital Management 0.00% Add +8.8% 9,979 $476K
US Bancorp \de 0.00% Reduce -11.1% 9,977 $476K
Sage Advisory Services, Ltd.Co. 0.23% Add +1.8% 9,987 $476K
Sequoia Financial Advisors, LLC 0.00% Reduce -4.0% 9,973 $476K
Johnson Wealth Management, LLC 0.20% Add +0.9% 9,920 $473K
Endeavor Private Wealth, Inc. 0.11% No change 9,800 $468K
Intrua Financial, LLC 0.04% Add +13.3% 9,609 $458K
Erickson Financial Group, LLC 0.24% Add +3.7% 9,523 $454K
Tidemark, LLC 0.10% No change 9,522 $454K
Oarsman Capital, Inc. 0.05% Reduce -1.5% 9,482 $452K
Thrivent Financial for Lutherans 0.00% No change 9,329 $445K
Principle Wealth Partners LLC 0.02% Reduce -2.2% 9,315 $444K
Sovereign Financial Group, Inc. 0.07% Reduce -23.9% 9,256 $442K
Meriwether Wealth & Planning, LLC 0.22% Add +0.6% 9,221 $440K
JT Stratford LLC 0.05% No change 9,098 $434K
Rollins Financial Advisors, LLC 0.06% Add +1.1% 9,043 $431K
Navis Wealth Advisors, LLC 0.16% Add +0.1% 9,038 $431K
Wealthcare Advisory Partners LLC 0.01% Reduce -7.9% 9,028 $431K
Merit Financial Group, LLC 0.00% Add +63.2% 8,936 $426K
Oakworth Capital, Inc. 0.02% Add +9.8% 8,787 $421K
Rothschild Investment LLC 0.02% Add +0.4% 8,804 $420K
Barry Investment Advisors, LLC 0.09% Add +0.6% 8,751 $418K
Sigma Planning Corp 0.01% Reduce -16.8% 8,714 $416K
Koshinski Asset Management, Inc. 0.02% Add +0.9% 8,660 $413K
Modern Wealth Management, LLC 0.00% Add +60.8% 8,652 $413K
Diversified Enterprises, LLC 0.02% Add +0.1% 8,551 $408K
Conservest Capital Advisors, Inc. 0.03% Reduce -1.2% 8,462 $404K
AlphaCore Capital LLC 0.01% Reduce -15.7% 8,425 $402K
Global Retirement Partners, LLC 0.01% — 8,367 $399K
Badgley Phelps Wealth Managers, LLC 0.01% No change 8,132 $388K
IFC Advisors LLC 0.05% Reduce -0.5% 8,115 $387K
Insigneo Advisory Services, LLC 0.01% New 8,054 $384K
Carroll Advisory Group, LLC 0.13% No change 8,039 $384K
Diversify Advisory Services, LLC 0.01% New 7,679 $383K
Diversify Wealth Management, LLC 0.01% Add +35.9% 7,679 $383K
Security National Bank 0.05% No change 7,950 $379K
Tempo Wealth, LLC 0.06% Add +2.5% 7,921 $378K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Reduce -5.6% 7,877 $376K
Walter & Keenan Wealth Management LLC /in/ 0.09% No change 7,797 $372K
Arkadios Wealth Advisors 0.01% Add +64.4% 7,696 $367K
NTV Asset Management LLC 0.04% Add +1.3% 7,635 $364K
Wealthspire Retirement, LLC 0.02% Add +2.3% 7,568 $361K
Citigroup Inc. 0.00% Reduce -69.1% 7,528 $359K
Ieq Capital, LLC 0.00% New 7,445 $355K
Capital Asset Advisory Services LLC 0.01% No change 7,413 $354K
Boreal Capital Management LLC 0.30% No change 7,200 $344K
Continuum Advisory, LLC 0.03% No change 7,168 $342K
Integrity Alliance, Llc. 0.01% Add +8.8% 7,138 $341K
WealthPoint Financial, LLC 0.25% Add +12.8% 7,126 $340K
Norris Financial Group, LLC 0.14% No change 7,118 $340K
Freestone Capital Holdings, LLC 0.01% New 7,033 $336K
Kintra Wealth, LLC 0.02% Add +1.1% 6,601 $333K
Summit Financial, LLC 0.00% Reduce -5.4% 6,775 $323K
Granite Bay Wealth Management, LLC 0.03% New 6,747 $322K
Thompson David Blair 0.16% Reduce -5.1% 6,720 $321K
Cornerstone Wealth Management, LLC 0.01% Add +0.2% 6,698 $320K
Meeder Advisory Services, Inc. 0.01% No change 6,581 $314K
Crews Bank & Trust 0.04% Reduce -48.3% 6,525 $311K
Investment Management Trust, LLC 0.28% Reduce -5.6% 6,451 $308K
Northwest Bancshares, Inc. 0.06% No change 6,448 $308K
Perspective Wealth Advisors LLC 0.17% Reduce -21.6% 6,437 $307K
HB Wealth Management, LLC 0.00% New 6,347 $303K
Mutual Advisors, LLC 0.01% Reduce -16.7% 6,254 $298K
Susquehanna International Group, LLP 0.00% New 6,223 $297K
Laurel Oak Wealth Management, LLC 0.04% Reduce -6.4% 6,142 $293K
International Assets Investment Management, LLC 0.02% Add +3.4% 6,040 $289K
Collaborative Wealth Managment Inc. 0.12% Add +19.2% 6,003 $286K
CAP Partners, LLC 0.14% Add +0.4% 6,000 $286K
Frazier Financial Advisors, LLC 0.14% No change 5,981 $285K
Evercore Wealth Management, LLC 0.00% No change 5,969 $285K
Stonebridge Financial Group, LLC / MO 0.19% Add +0.3% 5,947 $284K
TD Waterhouse Canada Inc. 0.00% Reduce -52.7% 5,812 $279K
Catalyst Financial Partners LLC 0.03% No change 5,821 $278K
WBH Advisory Inc. 0.02% No change 5,772 $275K
Cloud Capital Management, LLC 0.10% No change 5,783 $275K
Sowell Financial Services LLC 0.01% Add +26.0% 5,757 $275K
UMB Bank, n.a. 0.00% No change 5,750 $274K
Bank of Nova Scotia 0.00% No change 5,620 $268K
Comprehensive Money Management Services LLC 0.17% Add +4.8% 5,515 $263K
Cascade Financial Partners, LLC 0.02% No change 5,484 $262K
Coastal Bridge Advisors, LLC 0.02% Reduce -0.9% 5,464 $261K
Gerber Kawasaki Wealth & Investment Management 0.01% Reduce -2.1% 5,443 $260K
Symphony Financial, Ltd. Co. 0.03% New 5,316 $257K
Oakmont Advisory Group, LLC 0.22% Add +3.3% 5,391 $257K
O'shaughnessy Asset Management, LLC 0.00% Add +37.3% 5,375 $256K
Cary Street Partners Financial LLC 0.01% Reduce -2.3% 5,363 $256K
Integrated Advisors Network LLC 0.01% Reduce -10.4% 5,337 $255K
Brighton Jones LLC 0.00% Add +0.2% 5,320 $254K
Mission Wealth Management, LP 0.00% Add +6.9% 5,187 $247K
Abbot Financial Management, Inc. 0.09% New 5,150 $246K
Perennial Investment Advisors, LLC 0.02% Reduce -20.9% 5,146 $246K
Westbourne Investments, Inc. 0.10% Add +1.3% 5,095 $243K
PFG Investments, LLC 0.01% Reduce -14.7% 5,063 $242K
Capital Investment Advisory Services, LLC 0.01% Add +0.1% 5,038 $240K
Betterment LLC 0.00% Reduce -6.3% 4,988 $238K
Quantinno Capital Management LP 0.00% Reduce -18.7% 4,976 $237K
Castle Rock Wealth Management, LLC 0.05% Reduce -0.3% 4,938 $237K
Accel Wealth Management 0.05% Add +0.5% 4,904 $234K
Nilsine Partners, LLC 0.02% No change 4,902 $234K
Panoramic Investment Advisors, LLC 0.11% Add +0.8% 4,829 $230K
Kingsbury Capital Investment Advisors LLC 0.19% Add +9.7% 4,828 $230K
KMT Wealth Management, LLC 0.19% New 4,828 $230K
Caitlin John, LLC 0.13% Reduce -1.8% 4,806 $229K
Fortis Capital Advisors, LLC 0.03% Reduce -0.9% 4,772 $228K
Amicus Financial Advisors, LLC 0.06% No change 4,734 $226K
Grant Private Wealth Management Inc 0.10% New 4,724 $225K
Ameritas Investment Partners, Inc. 0.01% Add +0.6% 4,720 $225K
Brown Miller Wealth Management, LLC 0.06% No change 4,712 $225K
Chancellor Financial Group WB LP 0.14% Reduce -2.1% 4,698 $224K
Whittier Trust Co. 0.00% Reduce -4.7% 4,617 $222K
Kellett Wealth Advisors, LLC 0.10% No change 4,600 $219K
Azimuth Capital Investment Management LLC 0.01% New 4,575 $218K
Woodmont Investment Counsel LLC 0.01% No change 4,558 $217K
Capital Group Private Client Services, Inc. 0.00% No change 4,534 $216K
Kaizen Financial Strategies 0.08% Add +0.8% 4,431 $212K
Facet Wealth, Inc. 0.00% Reduce -2.3% 4,394 $210K
Oppenheimer Asset Management Inc. 0.00% New 4,394 $210K
Mascagni Wealth Management, Inc. 0.13% Reduce -8.2% 4,348 $207K
Dynamic Advisor Solutions LLC 0.01% Reduce -2.3% 4,331 $207K
Beacon Bridge Wealth Partners, LLC 0.06% New 4,326 $206K
Portland Financial Advisors Inc 0.37% New 4,304 $205K
Oregon Pacific Wealth Management, LLC 0.19% Reduce -26.5% 4,301 $205K
IMA Advisory Services, Inc. 0.01% New 4,250 $203K
Inscription Capital, LLC 0.02% New 4,218 $201K
Heritage Wealth Advisors 0.01% No change 4,150 $198K
Blair William & Co. 0.00% Reduce -25.7% 3,433 $164K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 3,413 $163K
Atlas Capital Advisors Inc. 0.02% No change 3,207 $153K
Colonial Trust Co / SC 0.02% Reduce -4.9% 3,124 $151K
Fairscale Capital, LLC 0.08% No change 2,948 $141K
Go Invest LLC 0.03% Add +9.2% 2,681 $128K
Downshift Financial, LLC 0.06% New 2,634 $126K
Cullen/Frost Bankers, Inc. 0.00% No change 2,581 $123K
EverSource Wealth Advisors, LLC 0.00% Reduce -93.8% 2,528 $121K
Harbor Investment Advisory, LLC 0.01% No change 2,509 $120K
Peterson Wealth Services 0.03% Add +15.8% 2,448 $117K
Investment Research & Advisory Group, Inc. 0.04% New 2,407 $115K
North Star Investment Management Corp. 0.01% No change 2,345 $112K
Rialto Wealth Management, LLC 0.02% No change 2,314 $110K
Westside Investment Management, Inc. 0.01% No change 2,200 $105K
Miller Global Investments, LLC 0.08% No change 2,028 $97K
McDonald Partners LLC 0.02% New 2,000 $95K
SouthState Bank Corp 0.00% No change 2,000 $95K
Tsfg, LLC 0.01% No change 2,000 $95K
IFP Advisors, Inc 0.00% Reduce -2.2% 1,931 $92K
Lanark Financial, Inc. 0.01% Add +0.3% 1,855 $89K
Capital Analysts, LLC 0.00% No change 1,739 $83K
Cherry Tree Wealth Management, LLC 0.01% No change 1,600 $76K
Anchor Investment Management, LLC 0.01% No change 1,500 $72K
Clearstead Trust, LLC 0.01% No change 1,337 $64K
Medallion Wealth Advisors, LLC 0.02% Add +1.2% 1,211 $58K
Matrix Private Capital Group LLC 0.02% No change 1,174 $56K
Trust Co. of Vermont 0.00% — 1,160 $55K
Glen Eagle Advisors, LLC 0.01% No change 1,150 $55K
Elequin Capital, LP 0.01% New 1,139 $54K
Copia Wealth Management 0.03% No change 1,125 $54K
Howe & Rusling Inc. 0.00% No change 1,100 $52K
Triumph Capital Management 0.01% Reduce -35.6% 1,099 $52K
AdvisorNet Financial, Inc 0.00% No change 1,060 $51K
Highland Investment Advisors LLC 0.02% — 1,060 $51K
Fourth Dimension Wealth, LLC 0.02% No change 1,035 $49K
Bellevue Asset Management, LLC 0.02% Reduce -8.5% 1,024 $49K
Rossby Financial, LCC 0.01% New 1,019 $49K
Bullock Wealth Management Group 0.02% No change 1,011 $48K
CBIZ Investment Advisory Services, LLC 0.00% No change 1,055 $48K
Access Investment Management LLC 0.01% No change 1,000 $48K
SHP Wealth Management 0.00% No change 1,000 $48K
City Holding Co. 0.01% No change 953 $45K
Federation des caisses Desjardins du Quebec 0.00% No change 952 $45K
Fiduciary Financial Advisors 0.00% New 944 $45K
New England Capital Financial Advisors LLC 0.01% No change 931 $44K
Grey Ledge Advisors, LLC 0.01% Add +0.9% 926 $44K
N.E.W. Advisory Services LLC 0.00% Add +0.9% 887 $42K
Creative Financial Designs Inc. 0.00% New 881 $42K
NBT Bank, N.A. 0.00% No change 880 $42K
Pacific Center for Financial Services 0.01% No change 875 $42K
10Elms LLP 0.02% New 820 $39K
Vermillion Wealth Management, Inc. 0.01% Reduce -22.2% 818 $39K
Vanguard Advisers Inc. 0.00% Reduce -12.8% 747 $36K
Parallel Advisors, LLC 0.00% Reduce -40.1% 746 $36K
Brown Brothers Harriman & Co. 0.00% No change 717 $34K
Tompkins Financial Corp. 0.00% No change 675 $32K
Compass Financial Management LLC 0.00% — 597 $30K
Monetary Management Group Inc. 0.01% New 600 $29K
Valley National Advisers Inc. 0.00% Add +0.2% 577 $28K
Hantz Financial Services, Inc. 0.00% Add +1168.9% 571 $27K
CVA Family Office, LLC 0.00% Add +1.1% 556 $27K
NFSG Corp 0.00% Reduce -7.6% 496 $24K
Synergy Investment Management, LLC 0.01% No change 487 $23K
Hickory Point Bank & Trust 0.01% No change 475 $23K
Regatta Research & Money Management 0.02% — 458 $22K
Blueline Advisors LLC 0.01% New 427 $20K
Gilpin Wealth Management, LLC 0.01% No change 402 $19K
Signaturefd, LLC 0.00% Add +1.8% 398 $19K
Abound Wealth Management 0.00% Add +6400.0% 390 $19K
LifeSteps Financial, Inc. 0.01% New 384 $18K
Independence Bank of Kentucky 0.00% No change 368 $18K
American Capital Advisory, LLC 0.01% No change 366 $17K
TD Capital Management LLC 0.00% No change 362 $17K
Caldwell Sutter Capital, Inc. 0.01% No change 343 $16K
Russell Investments Group, Ltd. 0.00% Reduce -48.4% 298 $14K
Beacon Investment Advisory Services, Inc. 0.00% No change 285 $14K
Private Wealth Asset Management, LLC 0.00% No change 270 $13K
Smartleaf Asset Management LLC 0.00% No change 262 $13K
Lynch Asset Management, Inc. 0.00% No change 250 $12K
SOA Wealth Advisors, LLC. 0.00% No change 250 $12K
Cape Investment Advisory, Inc. 0.00% New 241 $11K
Plante Moran Financial Advisors, LLC 0.00% New 239 $11K
Front Row Advisors LLC 0.00% No change 200 $10K
Key Financial Inc 0.00% No change 200 $10K
GAMMA Investing LLC 0.00% No change 200 $10K
Signature Resources Capital Management, LLC 0.00% No change 195 $9K
Strategic Wealth Partners, Ltd. 0.00% Add +0.5% 187 $9K
Logan Capital Management Inc. 0.00% — 181 $9K
Golden State Wealth Management, LLC 0.00% Reduce -20.3% 181 $9K
Quest 10 Wealth Builders, Inc. 0.01% Add +200.0% 180 $9K
CoreCap Advisors, LLC 0.00% Add +0.6% 175 $8K
Basepoint Wealth LLC 0.00% Add +1.2% 164 $8K
Basecamp Wealth Advisors LLC 0.00% No change 148 $7K
Turim 21 Investimentos Ltda. 0.00% No change 1,375 $7K
Transamerica Financial Advisors, LLC 0.00% No change 146 $7K
Colonial Trust Advisors 0.00% Add +69.5% 139 $7K
LFA - Lugano Financial Advisors SA 0.00% New 139 $7K
Main Street Group, LTD 0.00% Add +1.6% 124 $6K
Lodestone Wealth Management LLC 0.00% No change 116 $6K
Physician Wealth Advisors, Inc. 0.00% Add +0.9% 107 $5K
Clearstead Advisors, LLC 0.00% Add +32.3% 86 $4K
Markowski Investments 0.00% — 83 $4K
Sage Mountain Advisors LLC 0.00% No change 81 $4K
Strengthening Families & Communities, LLC 0.00% New 80 $4K
Godfrey Financial Associates, Inc. 0.00% No change 58 $3K
Timbuktu Capital Management, LLC 0.00% — 45 $2K
Ballast Advisors LLC 0.00% Add +2.6% 39 $2K
Planning Strategies Inc. 0.00% — 34 $2K
Strategic Advocates LLC 0.00% Add +30.0% 26 $1K
Rakuten Securities, Inc. 0.00% New 25 $1K
HHM Wealth Advisors, LLC 0.00% No change 23 $1K
Crewe Advisors LLC 0.00% No change 21 $1K
Morse Asset Management, Inc 0.00% No change 19 $929
Mountain Hill Investment Partners Corp. 0.00% No change 17 $824
GHP Investment Advisors, Inc. 0.00% New 17 $812
Townsend Asset Management Corp. /NC/ 0.00% No change 14 $656
National Bank of Canada 0.00% New 12 $572
Realta Investment Advisors 0.00% No change 11 $548
McGuire Capital Advisors Inc. 0.00% Add +25.0% 10 $477
Tucker Asset Management LLC 0.00% No change 6 $286
Concord Wealth Partners 0.00% New 2 $95
Valley Wealth Managers, Inc. 0.00% No change 1 $56

"% 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.