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 514 institutions that hold shares in the stock, with a total of 50.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
7,990
shares
|
$352,039
0.0% of portfolio
|
Q1 2025
Added 139.72%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
7,911
shares
|
$348,558
0.01% of portfolio
|
Q1 2025
Added 15.84%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
7,909
shares
|
$348,470
0.2% of portfolio
|
Q1 2025
Reduced 26.02%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
7,863
shares
|
$346,443
0.33% of portfolio
|
Q4 2021
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
7,480
shares
|
$329,568
0.05% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
7,475
shares
|
$329,348
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
7,450
shares
|
$328,247
0.08% of portfolio
|
Q4 2021
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
7,388
shares
|
$325,515
0.02% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
7,366
shares
|
$324,545
0.01% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
7,317
shares
|
$322,387
0.03% of portfolio
|
Q1 2025
Reduced 22.21%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
7,317
shares
|
$322,387
0.0% of portfolio
|
Q1 2025
Reduced 22.21%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
7,290
shares
|
$321,197
0.01% of portfolio
|
Q2 2025
Reduced 15.24%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
7,280
shares
|
$320,756
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
May 15, 2025 Q1 2025 |
7,278
shares
|
$320,668
0.26% of portfolio
|
Q1 2025
Added 10.73%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,218
shares
|
$318,025
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
7,169
shares
|
$315,866
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
7,150
shares
|
$315,029
0.04% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
7,137
shares
|
$314,456
0.01% of portfolio
|
Q4 2024
Reduced 13.07%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
7,086
shares
|
$312,209
0.02% of portfolio
|
Q4 2023
Added 0.01%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
7,083
shares
|
$312,076
0.09% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
7,055
shares
|
$310,843
0.01% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
7,029
shares
|
$309,697
0.01% of portfolio
|
Q1 2025
Reduced 16.55%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
May 08, 2025 Q1 2025 |
6,859
shares
|
$302,207
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jul 08, 2025 Q2 2025 |
6,747
shares
|
$297,272
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
6,659
shares
|
$293,395
0.02% of portfolio
|
Q1 2025
Added 0.44%
|