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 521 institutions that hold shares in the stock, with a total of 58 Million shares, which have been reported (via 13F filing form) to have a value of $2.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Simpli Fi, Inc.
|
Oct 23, 2025 Q3 2025 |
9,937
shares
|
$427,688
0.24% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 29, 2025 Q3 2025 |
9,905
shares
|
$426,311
0.11% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
9,840
shares
|
$423,513
0.19% of portfolio
|
Q1 2023
Added 0.03%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
9,828
shares
|
$422,997
0.03% of portfolio
|
Q2 2025
Reduced 7.71%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
9,759
shares
|
$420,027
0.07% of portfolio
|
Q3 2023
Added 26.99%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
9,522
shares
|
$409,826
0.14% of portfolio
|
Q2 2025
Reduced 14.93%
|
|
|
Conservest Capital Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
9,385
shares
|
$403,930
0.04% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Aug 06, 2025 Q2 2025 |
9,215
shares
|
$396,613
0.09% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
9,160
shares
|
$394,246
0.07% of portfolio
|
Q3 2024
Added 8.57%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
9,084
shares
|
$390,975
0.01% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Signature Wealth Management Group
|
Oct 29, 2025 Q3 2025 |
9,083
shares
|
$390,932
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Erickson Financial Group, LLC
Allentown, PA |
Oct 27, 2025 Q3 2025 |
8,960
shares
|
$385,638
0.25% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
8,872
shares
|
$381,850
0.02% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
8,800
shares
|
$378,752
0.04% of portfolio
|
Q1 2024
Reduced 2.75%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
8,777
shares
|
$377,762
0.0% of portfolio
|
Q1 2025
Reduced 6.03%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
8,702
shares
|
$374,534
0.11% of portfolio
|
Q3 2025
Added 7.43%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
8,671
shares
|
$373,199
0.01% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
8,608
shares
|
$370,488
0.03% of portfolio
|
Q3 2023
Reduced 1.6%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
8,578
shares
|
$369,197
0.05% of portfolio
|
Q3 2025
Reduced 4.88%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
8,559
shares
|
$368,379
0.52% of portfolio
|
Q4 2022
Reduced 21.17%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
8,510
shares
|
$366,270
0.01% of portfolio
|
Q2 2025
Reduced 25.77%
|
|
|
Detalus Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
8,468
shares
|
$364,462
0.1% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
8,442
shares
|
$363,343
0.03% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
8,442
shares
|
$363,343
0.01% of portfolio
|
Q2 2025
Reduced 37.36%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
8,330
shares
|
$358,523
0.03% of portfolio
|
Q2 2025
New holding
|