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 |
|---|---|---|---|---|---|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
8,348
shares
|
$372,738
0.03% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
8,330
shares
|
$371,934
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
8,252
shares
|
$368,451
0.1% of portfolio
|
Q2 2025
Reduced 53.33%
|
|
|
Walter & Keenan Wealth Management LLC
|
Aug 11, 2025 Q2 2025 |
8,227
shares
|
$367,335
0.1% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
8,200
shares
|
$366,130
0.0% of portfolio
|
Q1 2024
Reduced 1.8%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
8,200
shares
|
$366,130
0.07% of portfolio
|
Q4 2024
Added 4.07%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
8,184
shares
|
$365,415
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 13, 2025 Q2 2025 |
8,130
shares
|
$363,004
0.3% of portfolio
|
Q2 2024
Added 8.4%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
8,129
shares
|
$362,959
0.04% of portfolio
|
Q4 2023
Reduced 8.27%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
8,100
shares
|
$361,665
0.12% of portfolio
|
Q2 2025
Reduced 23.58%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
7,911
shares
|
$353,226
0.01% of portfolio
|
Q1 2025
Added 15.84%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
7,863
shares
|
$351,082
0.33% of portfolio
|
Q4 2021
New holding
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Aug 06, 2025 Q2 2025 |
7,609
shares
|
$339,741
0.25% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
7,536
shares
|
$336,482
0.03% of portfolio
|
Q2 2025
Reduced 24.58%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
7,480
shares
|
$333,982
0.04% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
7,475
shares
|
$333,758
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
7,450
shares
|
$332,642
0.08% of portfolio
|
Q4 2021
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
7,418
shares
|
$331,213
0.0% of portfolio
|
Q2 2025
Reduced 32.06%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
7,290
shares
|
$325,498
0.01% of portfolio
|
Q2 2025
Reduced 15.24%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
7,250
shares
|
$323,712
0.01% of portfolio
|
Q2 2025
Reduced 53.89%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
7,244
shares
|
$323,444
0.02% of portfolio
|
Q2 2025
Added 41.07%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
7,222
shares
|
$322,462
0.02% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
7,222
shares
|
$322,462
0.0% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Aug 05, 2025 Q2 2025 |
7,220
shares
|
$322,373
0.16% of portfolio
|
Q2 2025
Reduced 8.71%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,218
shares
|
$322,283
0.03% of portfolio
|
Q4 2022
New holding
|