HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing SPYD Share Count | ||||
| Flagship Harbor Advisors LLC | 18,498 | 76,149 | +57,651 | +311.66% |
| FSC Wealth Advisors LLC | 4,225 | 12,695 | +8,470 | +200.47% |
| Hexagon Capital Partners LLC | 81 | 161 | +80 | +98.77% |
| Heartwood Wealth Advisors LLC | 80,133 | 106,619 | +26,486 | +33.05% |
| Dumont & Blake Investment Advisors LLC | 27,769 | 36,268 | +8,499 | +30.61% |
| Dynamic Advisor Solutions LLC | 5,218 | 6,620 | +1,402 | +26.87% |
| Tennessee Valley Asset Management Partners | 5,416 | 6,868 | +1,452 | +26.81% |
| Global Trust Asset Management LLC | 1,360 | 1,660 | +300 | +22.06% |
| Selective Wealth Management Inc. | 15,102 | 18,379 | +3,277 | +21.70% |
| Strategic Financial Concepts LLC | 21,085 | 25,537 | +4,452 | +21.11% |
| Ignite Planners LLC | 8,756 | 10,126 | +1,370 | +15.65% |
| MGO Private Wealth LLC | 11,437 | 13,028 | +1,591 | +13.91% |
| Wealthfront Advisers LLC | 168,411 | 186,171 | +17,760 | +10.55% |
| McAdam LLC | 29,921 | 32,664 | +2,743 | +9.17% |
| Barry Investment Advisors LLC | 286,684 | 302,755 | +16,071 | +5.61% |
| Willis Johnson & Associates Inc. | 13,484 | 14,103 | +619 | +4.59% |
| Wealth Enhancement Advisory Services LLC | 17,507 | 18,179 | +672 | +3.84% |
| CIC Wealth LLC | 9,970 | 10,307 | +337 | +3.38% |
| SimpliFi Inc. | 10,495 | 10,739 | +244 | +2.32% |
| Garrett Investment Advisors LLC | 83,850 | 85,149 | +1,299 | +1.55% |
| Cambridge Advisors Inc. | 19,541 | 19,816 | +275 | +1.41% |
| NBC Securities Inc. | 715 | 720 | +5 | +0.70% |
| Signet Financial Management LLC | 12,916 | 12,999 | +83 | +0.64% |
| CAP Partners LLC | 9,266 | 9,302 | +36 | +0.39% |
| Cornerstone Wealth Management LLC | 6,429 | 6,452 | +23 | +0.36% |
| LexAurum Advisors LLC | 18,778 | 18,844 | +66 | +0.35% |
| Sunbelt Securities Inc. | 1,491 | 1,493 | +2 | +0.13% |
| High Net Worth Advisory Group LLC | 10,309 | 10,314 | +5 | +0.05% |
| 13F Filers Reporting New Positions In SPYD | ||||
| Woodmont Investment Counsel LLC | 0 | 4,558 | +4,558 | +100% |
| Westend Capital Management LLC | 0 | 1,277 | +1,277 | +100% |
| Moisand Fitzgerald Tamayo LLC | 0 | 8 | +8 | +100% |
| Trilogy Capital Inc. | 0 | 7,513 | +7,513 | +100% |
| Strategic Blueprint LLC | 0 | 5,992 | +5,992 | +100% |
| Banque Cantonale Vaudoise | 0 | 14,080 | +14,080 | +100% |
| Tsfg LLC | 0 | 2,000 | +2,000 | +100% |
| Future Financial Wealth Managment LLC | 0 | 1,480 | +1,480 | +100% |
| NorthCrest Asset Manangement LLC | 0 | 74,873 | +74,873 | +100% |
| Register Financial Advisors LLC | 0 | 1,879 | +1,879 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Valley National Advisers Inc. | 30 | 30 | UNCH | 0.00% |
| Salem Investment Counselors Inc. | 600 | 600 | UNCH | 0.00% |
| Tompkins Financial Corp | 2,700 | 2,700 | UNCH | 0.00% |
| Arcadia Investment Management Corp MI | 300 | 300 | UNCH | 0.00% |
| Baldwin Brothers Inc. MA | 1,288 | 1,288 | UNCH | 0.00% |
| AdvisorNet Financial Inc | 155 | 155 | UNCH | 0.00% |
| Atlas Capital Advisors LLC | 3,207 | 3,207 | UNCH | 0.00% |
| Harbor Investment Advisory LLC | 2,209 | 2,209 | UNCH | 0.00% |
| Transform Wealth LLC | 5,381 | 5,381 | UNCH | 0.00% |
| Security National Bank | 9,759 | 9,759 | UNCH | 0.00% |
| Wealth Alliance Advisory Group LLC | 8,344 | 8,344 | UNCH | 0.00% |
| Howard Financial Services LTD. | 10,702 | 10,702 | UNCH | 0.00% |
| HBW Advisory Services LLC | 25,135 | 25,135 | UNCH | 0.00% |
| CVA Family Office LLC | 463 | 463 | UNCH | 0.00% |
| Walkner Condon Financial Advisors LLC | 16,318 | 16,318 | UNCH | 0.00% |
| Sandbox Financial Partners LLC | 6,747 | 6,747 | UNCH | 0.00% |
| MBL Wealth LLC | 24,500 | 24,500 | UNCH | 0.00% |
| SOA Wealth Advisors LLC. | 250 | 250 | UNCH | 0.00% |
| Ameliora Wealth Management Ltd. | 350 | 350 | UNCH | 0.00% |
| Signature Resources Capital Management LLC | 195 | 195 | UNCH | 0.00% |
| 13F Filers Decreasing SPYD Share Count | ||||
| Albion Financial Group UT | 33,878 | 1,179 | -32,699 | -96.52% |
| Steel Peak Wealth Management LLC | 79,177 | 6,238 | -72,939 | -92.12% |
| Park Avenue Securities LLC | 143,197 | 12,196 | -131,001 | -91.48% |
| Gradient Investments LLC | 1,770 | 290 | -1,480 | -83.62% |
| Sage Mountain Advisors LLC | 926 | 216 | -710 | -76.67% |
| Sound Income Strategies LLC | 826 | 196 | -630 | -76.27% |
| Independent Wealth Network Inc. | 79,162 | 30,849 | -48,313 | -61.03% |
| Caldwell Sutter Capital Inc. | 655 | 343 | -312 | -47.63% |
| EWG Elevate Inc. | 37,849 | 20,576 | -17,273 | -45.64% |
| Brookstone Capital Management | 13,405 | 7,290 | -6,115 | -45.62% |
| OneAscent Financial Services LLC | 36,357 | 20,824 | -15,533 | -42.72% |
| KWB Wealth | 10,298 | 6,541 | -3,757 | -36.48% |
| Kohmann Bosshard Financial Services LLC | 31,780 | 22,024 | -9,756 | -30.70% |
| Astoria Portfolio Advisors LLC. | 15,471 | 11,321 | -4,150 | -26.82% |
| Stratos Wealth Partners LTD. | 32,665 | 24,420 | -8,245 | -25.24% |
| M&R Capital Management Inc. | 5,062 | 4,066 | -996 | -19.68% |
| Parsons Capital Management Inc. RI | 6,363 | 5,328 | -1,035 | -16.27% |
| Global Retirement Partners LLC | 7,159 | 6,025 | -1,134 | -15.84% |
| WBH Advisory Inc. | 11,528 | 9,790 | -1,738 | -15.08% |
| Sovereign Financial Group Inc. | 12,308 | 11,020 | -1,288 | -10.46% |
| City Holding Co. | 2,833 | 2,552 | -281 | -9.92% |
| Capstone Wealth Management Group LLC | 32,398 | 30,017 | -2,381 | -7.35% |
| Raymond James & Associates | 197,638 | 183,860 | -13,778 | -6.97% |
| Wealth Advisory Solutions LLC | 45,577 | 42,557 | -3,020 | -6.63% |
| Capital Advisory Group Advisory Services LLC | 37,308 | 35,463 | -1,845 | -4.95% |
| First Hawaiian Bank | 214,311 | 206,036 | -8,275 | -3.86% |
| Optimum Investment Advisors | 7,967 | 7,679 | -288 | -3.61% |
| Raymond James Financial Services Advisors Inc. | 160,378 | 154,942 | -5,436 | -3.39% |
| Financial Enhancement Group LLC | 10,902 | 10,565 | -337 | -3.09% |
| Traynor Capital Management Inc. | 11,369 | 11,027 | -342 | -3.01% |
| Capital Asset Advisory Services LLC | 6,544 | 6,360 | -184 | -2.81% |
| Coastal Investment Advisors Inc. | 9,479 | 9,222 | -257 | -2.71% |
| First PREMIER Bank | 78,825 | 76,911 | -1,914 | -2.43% |
| Invera Wealth Advisors LLC | 20,425 | 19,980 | -445 | -2.18% |
| Keystone Financial Planning Inc. | 193,219 | 190,008 | -3,211 | -1.66% |
| RDA Financial Network | 104,336 | 102,614 | -1,722 | -1.65% |
| Juncture Wealth Strategies LLC | 30,006 | 29,747 | -259 | -0.86% |
| Calton & Associates Inc. | 93,444 | 92,731 | -713 | -0.76% |
| Sar Wealth Management Group LLC | 23,689 | 23,531 | -158 | -0.67% |
| Iron Horse Wealth Management LLC | 7,216 | 7,176 | -40 | -0.55% |
| CWM LLC | 155,117 | 154,341 | -776 | -0.50% |
| Genesee Capital Advisors LLC | 160,593 | 160,232 | -361 | -0.22% |
| Elwood & Goetz Wealth Advisory Group LLC | 10,325 | 10,309 | -16 | -0.15% |
| Main Street Financial Solutions LLC | 21,533 | 21,525 | -8 | -0.04% |
| Valeo Financial Advisors LLC | 21,574 | 21,572 | -2 | -0.01% |
| 13F Filers Exiting SPYD | ||||
| Ehrlich Financial Group | 7,787 | 0 | -7,787 | -100.00% |
| McGlone Suttner Wealth Management Inc. | 551 | 0 | -551 | -100.00% |
| Laurel Wealth Planning LLC | 5,206 | 0 | -5,206 | -100.00% |
| Advisor Resource Council | 9,619 | 0 | -9,619 | -100.00% |
| International Assets Investment Management LLC | 193,950 | 0 | -193,950 | -100.00% |
| Rosenberg Matthew Hamilton | 228 | 0 | -228 | -100.00% |
| Reitz Capital Advisors LLC | 20,488 | 0 | -20,488 | -100.00% |
| Financial Life Advisors | 11,264 | 0 | -11,264 | -100.00% |
| Kovack Advisors Inc. | 5,640 | 0 | -5,640 | -100.00% |
| WASHINGTON TRUST Co | 510 | 0 | -510 | -100.00% |
See Summary: Institutional Holders of SPYD
See Details: Top 10 Hedge Funds Holding SPYD
