SPYD Institutional Ownership
State Street SPDR Portfolio S&P 500 High Dividend ETF
1W: -1.7%
1M: -8.8%
3M: -5.6%
YTD: +4.1%
1Y: +2.7%
3Y: +43.0%
5Y: +37.5%
$45.39
-0.09 (-0.20%)
Weekly Expected Move ±1.5%
$44
$45
$45
$46
$47
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SPYD
555
Institutional Holders
+18 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
62
New Positions
199
Increased
170
Reduced
31
Closed
1.50
Put/Call Ratio
Ownership Trends
Top Institutional Holders (591 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 5,115,210 | $232M | +451,571 | +9.7% | 39Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 3,449,190 | $157M | +92,678 | +2.8% | 15Q | SEC ↗ |
| 3 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 3,315,128 | $150M | — | +0.0% | 4Q | SEC ↗ |
| 4 | Auto-Owners Insurance Co | 2,050,000 | $93M | -690,000 | -25.2% | 15Q | SEC ↗ |
| 5 | MORGAN STANLEY | 1,682,417 | $76M | +88,230 | +5.5% | 38Q | SEC ↗ |
| 6 | SBI Securities Co., Ltd. | 1,437,681 | $65M | -41,475 | -2.8% | 7Q | SEC ↗ |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 790,973 | $36M | +56,418 | +7.7% | 31Q | SEC ↗ |
| 8 | First Command Advisory Services, Inc. | 729,859 | $33M | -137,426 | -15.8% | 17Q | SEC ↗ |
| 9 | WELLS FARGO & COMPANY/MN | 705,786 | $32M | +10,042 | +1.4% | 30Q | SEC ↗ |
| 10 | UBS Group AG | 689,145 | $31M | -78,196 | -10.2% | 39Q | SEC ↗ |
| 11 | Curran Financial Partners, LLC | 611,552 | $28M | +55,336 | +9.9% | 21Q | SEC ↗ |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 581,680 | $26M | +23,778 | +4.3% | 35Q | SEC ↗ |
| 13 | RAYMOND JAMES FINANCIAL INC | 532,010 | $24M | +15,524 | +3.0% | 7Q | SEC ↗ |
| 14 | ROYAL BANK OF CANADA | 515,233 | $23M | +40,693 | +8.6% | 39Q | SEC ↗ |
| 15 | Bank of New York Mellon Corp | 503,977 | $23M | -12,759 | -2.5% | 8Q | SEC ↗ |
| 16 | ALLIANCEBERNSTEIN L.P. | 467,508 | $21M | +14,116 | +3.1% | 15Q | SEC ↗ |
| 17 | OSAIC HOLDINGS, INC. | 455,223 | $21M | +116,137 | +34.3% | 26Q | SEC ↗ |
| 18 | Dakota Wealth Management | 400,874 | $18M | +8,806 | +2.2% | 10Q | SEC ↗ |
| 19 | AMERIPRISE FINANCIAL INC | 396,673 | $18M | -3,959,183 | -90.9% | 16Q | SEC ↗ |
| 20 | Cetera Investment Advisers | 396,211 | $18M | +54,556 | +16.0% | 23Q | SEC ↗ |
| 21 | Focus Partners Wealth | 320,224 | $15M | -379 | -0.1% | 9Q | SEC ↗ |
| 22 | Financial Gravity Companies, Inc. NEW | 318,591 | $14M | — | +0.0% | 1Q | SEC ↗ |
| 23 | Wealthfront Advisers LLC | 311,737 | $14M | +29,306 | +10.4% | 20Q | SEC ↗ |
| 24 | Advisors Capital Management, LLC | 310,099 | $14M | +305,693 | +6938.1% | 3Q | SEC ↗ |
| 25 | Financial Gravity Asset Management, In | 308,980 | $14M | +10,787 | +3.6% | 3Q | SEC ↗ |
| 26 | Tidal Investments LLC NEW | 296,777 | $13M | — | +0.0% | 1Q | SEC ↗ |
| 27 | Total Clarity Wealth Management, Inc. | 273,088 | $12M | +138,491 | +102.9% | 5Q | SEC ↗ |
| 28 | JPMORGAN CHASE & CO | 257,757 | $12M | +16,995 | +7.1% | 27Q | SEC ↗ |
| 29 | GOLDMAN SACHS GROUP INC | 256,501 | $12M | -78,051 | -23.3% | 15Q | SEC ↗ |
| 30 | Janney Montgomery Scott LLC | 246,515 | $11M | +3,081 | +1.3% | 31Q | SEC ↗ |
| 31 | Qube Research & Technologies Ltd | 235,511 | $11M | +235,509 | +11775450.0% | 19Q | SEC ↗ |
| 32 | Vestmark Advisory Solutions, Inc. | 232,596 | $11M | — | +0.0% | 21Q | SEC ↗ |
| 33 | StoneX Group Inc. | 219,905 | $10M | +14,543 | +7.1% | 16Q | SEC ↗ |
| 34 | CWM, LLC | 219,683 | $10M | +44,729 | +25.6% | 18Q | SEC ↗ |
| 35 | TRUIST FINANCIAL CORP | 210,836 | $10M | -232 | -0.1% | 27Q | SEC ↗ |
| 36 | SWS Partners | 207,359 | $9M | -34,672 | -14.3% | 16Q | SEC ↗ |
| 37 | Keystone Financial Planning, Inc. | 197,430 | $9M | +1,111 | +0.6% | 18Q | SEC ↗ |
| 38 | FIRST HAWAIIAN BANK | 195,322 | $9M | — | +0.0% | 25Q | SEC ↗ |
| 39 | STIFEL FINANCIAL CORP | 193,151 | $9M | +1,993 | +1.0% | 22Q | SEC ↗ |
| 40 | COWA, LLC | 189,929 | $9M | +2,055 | +1.1% | 23Q | SEC ↗ |
| 41 | Elite Financial, Inc. | 178,638 | $8M | -14,123 | -7.3% | 7Q | SEC ↗ |
| 42 | Cercano Management LLC | 174,939 | $8M | -42,974 | -19.7% | 7Q | SEC ↗ |
| 43 | Mesirow Financial Investment Managemen | 167,993 | $8M | +21,487 | +14.7% | 11Q | SEC ↗ |
| 44 | Waterloo Capital, L.P. | 163,735 | $7M | +7,408 | +4.7% | 9Q | SEC ↗ |
| 45 | Daiwa Securities Group Inc. | 162,306 | $7M | — | +0.0% | 19Q | SEC ↗ |
| 46 | Crescent Grove Advisors, LLC | 154,026 | $7M | +9,097 | +6.3% | 16Q | SEC ↗ |
| 47 | Systematic Alpha Investments, LLC | 147,601 | $7M | — | +0.0% | 20Q | SEC ↗ |
| 48 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 142,067 | $6M | +29,633 | +26.4% | 31Q | SEC ↗ |
| 49 | Cambridge Investment Research Advisors | 129,028 | $6M | +1,569 | +1.2% | 40Q | SEC ↗ |
| 50 | BNP PARIBAS FINANCIAL MARKETS | 128,722 | $6M | -143,325 | -52.7% | 9Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Financial Gravity Companies, Inc. | 318,591 | $14M |
| Tidal Investments LLC | 296,777 | $13M |
| Jump Financial, LLC | 89,621 | $4M |
| D. E. Shaw & Co., Inc. | 78,337 | $4M |
| Avior Wealth Management, LLC | 74,387 | $3M |
| HRT FINANCIAL LP | 72,241 | $3M |
| Parallax Volatility Advisers, L.P. | 71,455 | $3M |
| Advisor OS, LLC | 71,384 | $3M |
| TUDOR INVESTMENT CORP ET AL | 58,023 | $3M |
| IFG Advisory, LLC | 46,169 | $2M |
| RENAISSANCE TECHNOLOGIES LLC | 42,500 | $2M |
| QRG CAPITAL MANAGEMENT, INC. | 27,083 | $1M |
| UHLMANN PRICE SECURITIES, LLC | 21,268 | $965K |
| AXXCESS WEALTH MANAGEMENT, LLC | 18,813 | $854K |
| SIMON QUICK ADVISORS, LLC | 17,700 | $803K |
| XTX Topco Ltd | 10,279 | $467K |
| Global Retirement Partners, LLC | 8,367 | $380K |
| INSIGNEO ADVISORY SERVICES, LLC | 8,054 | $366K |
| Diversify Advisory Services, LLC | 7,679 | $349K |
| IEQ CAPITAL, LLC | 7,445 | $338K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Meiji Yasuda Life Insurance Co | 10,592,146 | $481M |
| Quadrature Capital Ltd | 286,681 | $13M |
| Banque Cantonale Vaudoise | 102,075 | $5M |
| Independent Advisor Alliance | 22,139 | $1M |
| FLOW TRADERS U.S. LLC | 21,150 | $960K |
| SteelPeak Wealth, LLC | 20,487 | $930K |
| HANCOCK WHITNEY CORP | 17,677 | $802K |
| WRAPMANAGER INC | 17,340 | $787K |
| Phillip James Consulting Co. | 16,962 | $770K |
| MidFirst Bank | 14,000 | $635K |
| Willis Johnson & Associates, Inc. | 12,259 | $556K |
| Capital Advisory Group Advisory Ser | 11,546 | $524K |
| Envestnet Portfolio Solutions, Inc. | 11,370 | $516K |
| DRW Securities, LLC | 8,770 | $398K |
| KWB Wealth | 8,021 | $364K |
| XML Financial, LLC | 7,583 | $344K |
| Coppell Advisory Solutions LLC | 7,561 | $343K |
| FIRST TRUST ADVISORS LP | 6,958 | $316K |
| NewSquare Capital LLC | 6,924 | $314K |
| Wealth Watch Advisors, INC | 6,865 | $312K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +451,571 | +9.7% | 5,115,210 |
| Advisors Capital Management, LLC | +305,693 | +6938.1% | 310,099 |
| Qube Research & Technologies Ltd | +235,509 | +11775450.0% | 235,511 |
| Total Clarity Wealth Management, In | +138,491 | +102.9% | 273,088 |
| OSAIC HOLDINGS, INC. | +116,137 | +34.3% | 455,223 |
| BANK OF AMERICA CORP /DE | +92,678 | +2.8% | 3,449,190 |
| MORGAN STANLEY | +88,230 | +5.5% | 1,682,417 |
| ENVESTNET ASSET MANAGEMENT INC | +56,418 | +7.7% | 790,973 |
| Curran Financial Partners, LLC | +55,336 | +9.9% | 611,552 |
| Cetera Investment Advisers | +54,556 | +16.0% | 396,211 |
| Phoenix Wealth Advisors | +49,602 | +83.7% | 108,866 |
| Arax Advisory Partners | +47,701 | +658.5% | 54,945 |
| HARBOUR INVESTMENTS, INC. | +47,042 | +117.7% | 87,016 |
| CWM, LLC | +44,729 | +25.6% | 219,683 |
| ROYAL BANK OF CANADA | +40,693 | +8.6% | 515,233 |
| JONES FINANCIAL COMPANIES LLLP | +33,584 | +55.2% | 94,392 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +29,633 | +26.4% | 142,067 |
| Wealthfront Advisers LLC | +29,306 | +10.4% | 311,737 |
| COMMONWEALTH EQUITY SERVICES, LLC | +23,778 | +4.3% | 581,680 |
| IHT Wealth Management, LLC | +23,388 | +76.4% | 53,999 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| AMERIPRISE FINANCIAL INC | -3,959,183 | -90.9% | 396,673 |
| Auto-Owners Insurance Co | -690,000 | -25.2% | 2,050,000 |
| BNP PARIBAS FINANCIAL MARKETS | -143,325 | -52.7% | 128,722 |
| First Command Advisory Services, In | -137,426 | -15.8% | 729,859 |
| Genesee Capital Advisors, LLC | -132,358 | -79.6% | 33,932 |
| U.S. Capital Wealth Advisors, LLC | -101,949 | -73.4% | 36,856 |
| UBS Group AG | -78,196 | -10.2% | 689,145 |
| GOLDMAN SACHS GROUP INC | -78,051 | -23.3% | 256,501 |
| Gateway Wealth Partners, LLC | -70,967 | -50.1% | 70,585 |
| CALTON & ASSOCIATES, INC. | -43,436 | -34.0% | 84,488 |
| Cercano Management LLC | -42,974 | -19.7% | 174,939 |
| SBI Securities Co., Ltd. | -41,475 | -2.8% | 1,437,681 |
| EverSource Wealth Advisors, LLC | -37,965 | -93.8% | 2,528 |
| SWS Partners | -34,672 | -14.3% | 207,359 |
| GTS SECURITIES LLC | -29,396 | -74.0% | 10,314 |
| Mariner, LLC | -24,818 | -25.8% | 71,254 |
| Strategic Financial Concepts, LLC | -20,141 | -66.6% | 10,079 |
| CITADEL ADVISORS LLC | -19,356 | -50.9% | 18,690 |
| CITIGROUP INC | -16,830 | -69.1% | 7,528 |
| Creative Planning | -16,806 | -17.9% | 77,102 |