Institutional Ownership Spdr Portfolio S&P 500 High Di (SPYD)
This table provides information about the institutional ownership of Spdr Portfolio S&P 500 High Di (SPYD). We have compiled data on the 515 institutions that hold shares in the stock, with a total of 53.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
9,828
shares
|
$438,820
0.03% of portfolio
|
Q2 2025
Reduced 7.71%
|
|
|
Simpli Fi, Inc.
|
Jul 18, 2025 Q2 2025 |
9,827
shares
|
$438,775
0.23% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
9,759
shares
|
$435,739
0.07% of portfolio
|
Q3 2023
Added 26.99%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
9,687
shares
|
$432,524
0.0% of portfolio
|
Q2 2025
Reduced 33.71%
|
|
|
Vantage Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
9,650
shares
|
$430,872
0.03% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
9,522
shares
|
$425,157
0.14% of portfolio
|
Q2 2025
Reduced 14.93%
|
|
|
Conservest Capital Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
9,385
shares
|
$419,040
0.04% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
9,366
shares
|
$418,191
0.0% of portfolio
|
Q2 2025
Reduced 19.52%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Aug 06, 2025 Q2 2025 |
9,215
shares
|
$411,449
0.09% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
9,160
shares
|
$408,994
0.07% of portfolio
|
Q3 2024
Added 8.57%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
9,084
shares
|
$405,600
0.01% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Signature Wealth Management Group
|
Jul 31, 2025 Q2 2025 |
9,083
shares
|
$405,555
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
9,018
shares
|
$402,653
0.06% of portfolio
|
Q2 2025
Added 12.57%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
8,920
shares
|
$398,278
0.01% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
8,872
shares
|
$396,134
0.02% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
8,800
shares
|
$392,920
0.05% of portfolio
|
Q1 2024
Reduced 2.75%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
8,777
shares
|
$391,893
0.0% of portfolio
|
Q1 2025
Reduced 6.03%
|
|
|
Erickson Financial Group, LLC
Allentown, PA |
Aug 12, 2025 Q2 2025 |
8,748
shares
|
$390,598
0.25% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
8,671
shares
|
$387,160
0.01% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
8,608
shares
|
$384,347
0.03% of portfolio
|
Q3 2023
Reduced 1.6%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
8,559
shares
|
$382,159
0.52% of portfolio
|
Q4 2022
Reduced 21.17%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
8,510
shares
|
$379,971
0.01% of portfolio
|
Q2 2025
Reduced 25.77%
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
8,456
shares
|
$377,560
0.11% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
8,447
shares
|
$377,158
0.05% of portfolio
|
Q2 2025
Reduced 21.38%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
8,442
shares
|
$376,935
0.01% of portfolio
|
Q2 2025
Reduced 37.36%
|