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 |
|---|---|---|---|---|---|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
8,252
shares
|
$355,166
0.1% of portfolio
|
Q2 2025
Reduced 53.33%
|
|
|
Walter & Keenan Wealth Management LLC
|
Aug 11, 2025 Q2 2025 |
8,227
shares
|
$354,090
0.1% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
8,200
shares
|
$352,928
0.0% of portfolio
|
Q1 2024
Reduced 1.8%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
8,200
shares
|
$352,928
0.07% of portfolio
|
Q4 2024
Added 4.07%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
8,184
shares
|
$352,239
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 13, 2025 Q2 2025 |
8,130
shares
|
$349,915
0.3% of portfolio
|
Q2 2024
Added 8.4%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
8,129
shares
|
$349,872
0.04% of portfolio
|
Q4 2023
Reduced 8.27%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
7,911
shares
|
$340,489
0.01% of portfolio
|
Q1 2025
Added 15.84%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
7,895
shares
|
$339,800
0.14% of portfolio
|
Q3 2025
Added 41.97%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
7,863
shares
|
$338,423
0.33% of portfolio
|
Q4 2021
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
7,838
shares
|
$337,347
0.04% of portfolio
|
Q3 2025
Reduced 7.21%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
7,665
shares
|
$329,901
0.01% of portfolio
|
Q3 2025
Reduced 14.07%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Aug 06, 2025 Q2 2025 |
7,609
shares
|
$327,491
0.25% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
7,536
shares
|
$324,349
0.03% of portfolio
|
Q2 2025
Reduced 24.58%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
7,480
shares
|
$321,939
0.04% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
7,475
shares
|
$321,724
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
7,450
shares
|
$320,648
0.08% of portfolio
|
Q4 2021
New holding
|
|
|
V2 Financial Group LLC
Naperville, IL |
Oct 15, 2025 Q3 2025 |
7,450
shares
|
$320,648
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
7,418
shares
|
$319,270
0.0% of portfolio
|
Q2 2025
Reduced 32.06%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
7,290
shares
|
$313,761
0.01% of portfolio
|
Q2 2025
Reduced 15.24%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
7,250
shares
|
$312,040
0.01% of portfolio
|
Q2 2025
Reduced 53.89%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
7,222
shares
|
$310,834
0.0% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
7,222
shares
|
$310,834
0.02% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,218
shares
|
$310,662
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
7,169
shares
|
$308,553
0.01% of portfolio
|
Q4 2023
New holding
|